Finance et Investissement Martin Lavigne reinvents one-stop serviceDecember, 2009 Building Your Business 2010 RRSP Kit The next few weeks will be very busy for many of you as you respond to the requests of clients who want to contribute to their RRSP. To facilitate your work, here are three PDFs on the importance of investing early, systematic investment and a comparison of RRSPs and TFSAs. […] Globe & Mail - Rob Carrick The best of the bank fundsDecember, 2009 - If you want to keep your investments with your bank, check out how some of their core mutual funds have fared. Building Your Business Omega Funds Road ShowOn Monday, November 30, 2009, Alan Radlo, Portfolio Manager of the Omega Canadian Equity Fund and Larry Jeddeloh, Portfolio Manager of the Omega Global Opportunities Fund, shared their insights on the economy going into 2010. Communication Meritage Round Table 2010After more than 12 months of turmoil in the markets, a period in which investors experienced an unprecedented downturn and, since mid-March 2009, an exceptional rally, the Meritage Portfolios® team has decided it is time to set the record straight. At the dawn of 2010, Meritage has organized a round table to give a selected panel of portfolio managers a chance to speak. They will give you their outlook on the coming year, even share the opportunities they will be keeping an eye on. PUBLICATION Influence magazine now available!Consult the November 2009 issue online today. Sales & Marketing Investment Briefings Read the latest Investment Briefings:
- Saving Money in Difficult Times
- Canadian Dollar Fluctuations and Your Finances
Building Your Business “To Hedge or Not to Hedge…”September, 2009 - Shakespeare framed the famous existential question “to be or not to be… that is the question” in his well-known work Hamlet. “To hedge or not to hedge” is the existential question than investors have been asking themselves since the benefits of investing abroad have become widely accepted. Fox Business Network Great interview with John Reese on Fox Business!Webcast dated August 4, 2009 Communication Altamira CashPerformer in $CA and $U.S.Note that HICP accounts will be submitted to new conditions as of Monday August 17. Communication RESP: Provincial grants were paid to National Bank Securities accounts The Quebec Education Savings Incentive (QESI), consisting of a refundable provincial tax credit, was paid to client accounts at National Bank Securities retroactively for contributions made in 2007-2008. This included our four families of funds: National Bank Funds, Altamira Funds, Omega Funds and Meritage Portfolios. This information will appear on the quarterly account statements dated June 30, 2009. Communication Mackenzie Cundill Value Fund – Peter Cundill appointed Chairman EmeritusOn April 3, 2009, Mackenzie Financial announced that Peter Cundill will be appointed Chairman Emeritus of Mackenzie Cundill Investment Management. This move follows the February 2009 appointment of James (Jim) Thompson as Senior Vice President, Portfolio Manager and Team Lead of the Cundill team. National Bank Press Release The Omega family of funds now offers investors the opportunity to take advantage of the performance potential of global marketsMONTREAL (March 24, 2009) – National Bank Securities is proud to present the Omega Global Opportunities Fund. This addition to the family of innovative Omega FundsTM enables clients to optimize the diversification and return potential of their portfolios. Communication Fidelity Canadian Disciplined Equity Fund – Robert Haber retiring from FidelityOn March 4, 2009, Fidelity Investments announced that Team Canada will be transitioning its base of operations and that Robert Haber, Chief Investment Officer and Portfolio Manager, will be replaced by Andrew Marchese as lead manager of the Fidelity Canadian Disciplined Equity® Fund. In The Spotlight Why invest in the HIGH YIELD BONDS market now?Ideally, HY Bonds should be acquired when spreads are wide. When spreads narrow, the investor benefits from increases in the HY bond value. Discover more and why now is a good time to buy. Communication Mackenzie Ivy Foreign Equity Fund – Retirement of Jerry JavaskyOn January 7, 2009, Mackenzie Financial announced that Jerry Javasky will be stepping down from his position as head of the investment team managing the Ivy group of funds, as he will be retiring sometime in 2009. Communication Client communication regarding National Bank FundsA letter with a pre-paid reply coupon bearing an incorrect mail back date has been sent to holders of National Bank Funds. Products and solutions Update on Market VolatilityOctober 3, 2008 - Market volatility has drastically increased in recent weeks; we are currently passing through a turbulent period, as reflected in all financial markets and asset classes. This communication is intended to help shed some light on the current situation and the impact it has on your investments. National Bank notes Winner of the 2008 Structured Products Magazine Canadian Distributor Award National Bank of Canada is a leader in its category. It has been named 2008 Canadian Distributor of the year by Structured Products Magazine for its excellence in product development and commitment to client education. National Bank Mutual Funds New Series for the High Yield Bond FundStarting April 16, 2008, F Series is available for the High Yield Bond Fund. Visit our Products and Solutions section to find more information on this Fund. | 