Fundata

Fundata

Fundata

Founded in 1987 Fundata began by collecting and distributing investment fund pricing to local newspapers and businesses.

Over the past two decades Fundata has evolved into a multi-national data distributor and investment fund data and analytics company. The information we provide currently reaches over 80,000 advisors, millions of investors, and scores of institutions every day through our network of newspapers, web and corporate clients across North America.

  • Profits in the pipeline

    Another kick in the teeth for the pipeline industry! Recently, a Montana judge issued a ruling blocking construction of the Keystone XL line and ordered new environmental studies to be completed on. . .

    Gordon PapeDecember 3, 2018

  • Preparing for the end of the bull market

    By some measures – and there is controversy about it – we are now in the longest bull market in the history of the S&P 500. For many people, that raises alarms. We all remember the devastating . . .

    Gordon PapeOctober 23, 2018

  • She’s ready to start her own business

    Many women dream of starting their own business. And there are plenty of advantages. First, you are your own boss, and in control of your own destiny. Then, you get to produce that product or . . .

    Robyn K. ThompsonOctober 22, 2018

  • How much house can you afford?

    The big question for young couples just starting out is whether to move out of that downtown condo unit and borrow to buy a home. This becomes especially critical if you’re planning a family or if . . .

    Robyn K. ThompsonOctober 16, 2018

  • For the single (again): Post-divorce financial planning

    Once a divorce settlement is finalized, the next step is to make that settlement last. But how? What are the next steps in financial planning? Should you keep the same financial advisors and . . .

    Robyn K. ThompsonOctober 2, 2018

  • Understanding how to use the Canada Caregiver tax credit

    The Canada Caregiver Credit (CCC), new in 2017, is still poorly understood and a complicated tax break to explain. For these reasons, many Canadians have missed claiming it. But it’s important to . . .

    Evelyn JacksOctober 1, 2018

  • The do-it-yourself investment blues

    There’s nothing quite like the thrill of managing your own investments. That is, until things go south and you wonder whatever possessed you to buy that two-times daily bull crude oil ETF! Then . . .

    September 25, 2018

  • More tax-loss selling tips and tactics

    Many key tax-saving strategies need to be set up and implemented well before Dec. 31 if you want to benefit from them in the current year. Tax-loss selling is the classic example. Basically, this . . .

    Samantha PrasadSeptember 24, 2018

  • Low fixed-income returns can weigh on retirement plans

    It has been a longtime since the credit crisis in 2009-10 when stock markets steeply corrected. Since then, we have been in a long run with good steady returns without too much volatility. That is . . .

    Bruce LoeppkySeptember 22, 2018

  • Portfolio action to counter trade-war tremors

    High volatility continues to affect world financial markets. So many outcomes, it seems, have become unpredictable – from U.S. trade policy to FIFA soccer matches. Should one be concerned? Actually. . .

    Tyler MordyAugust 18, 2018

  • Cross-border shoppers hit by new surtax, while interest rates rise

    Canadians spend anywhere from $4.7 billion to $8 billion on cross-border shopping, and if you spent either the July or August long weekend looking for bargains in the U.S., you may have had an . . .

    Evelyn JacksAugust 16, 2018

  • Family trusts not just for the rich and famous, Part 3

    Discretionary family trusts can be a useful tax-planning tool for even the not-so-wealthy. In previous articles, I looked at how these trusts work, choosing the right trustee, and avoiding the . . .

    Samantha PrasadAugust 14, 2018

  • Choosing financial advisors

    Once you’re established in your profession or career, and you’re accumulating a sizeable nest-egg, getting financial advice from your second cousin or the bank teller just won’t do. You need to get. . .

    Robyn K. ThompsonAugust 12, 2018

  • How to handle market risk

    In this day and age of “robo-advisors” and passive index investing, many investors seem to have forgotten the single immutable truth that equity markets are inherently risky. That’s simply because . . .

    Robyn K. ThompsonAugust 11, 2018

  • Family trusts not just for the rich and famous

    While discretionary family trusts have come to be associated only with the very wealthy, they can be a useful estate and tax planning tool for every family. In a previous article I looked at how . . .

    Samantha PrasadAugust 10, 2018

  • Know the tax consequences of becoming a non-resident

    Summertime is family time, but it is also the time of year when people prepare for big life changes taking place in the fall. Young adults make plans to work abroad, travel, or go to school, and . . .

    Evelyn JacksAugust 9, 2018

  • Three first-time contenders for the 2018 FundGrade A+ Award

    We have reached the midpoint of the year, and top-performing funds are well on their way to earning FundGrade A+® Awards for 2018. And while this will not be the first award for many of the . . .

    Brian BridgerAugust 8, 2018

  • Making summertime moves tax efficient

    Summertime moves make sense for many families, as they can ensure the kids are well established to start in their new schools by fall. The moving process can be hectic, but it also creates . . .

    Evelyn JacksAugust 2, 2018

  • Family trusts not just for the rich and famous

    When you hear the phrase “discretionary family trusts,” you’ll probably first think of trust fund babies, offshore accounts, and tax havens – in other words, something used only by the ultra-rich. . . .

    Samantha PrasadJuly 30, 2018

  • Using the adjusted cost base to cut cottage-sale tax

    Thinking of selling your cottage, cabin, or recreational property? Unless it’s truly your principal residence, the Canada Revenue Agency (CRA) will want its share of any capital gain you make on . . .

    Robyn K. ThompsonJuly 28, 2018

  • Is it time to dip back into the energy sector?

    No sector stays down forever in the stock market. Droughts can be lengthy, but they eventually end. We’re seeing that happen right now in the energy sector. Is it time to take a fresh look at . . .

    Gordon PapeJuly 18, 2018

  • Yes, you can fight the CRA – and sometimes even win!

    Taxpayers start getting tax refunds from the Canada Revenue Agency in April and May. That may be a cause for celebration. But if you get a Notices of Re-assessment, it can contain a nasty surprise,. . .

    Robyn K. ThompsonJuly 17, 2018

  • Fund in Focus: Dynamic Dividend Fund

    Managed by the Dynamic team of Oscar Belaiche (who has a 17-year history with the fund) and Jason Gibbs, the Dynamic Dividend Fund aims for a stable monthly income stream with the potential for . . .

    Dave PattersonJuly 13, 2018

  • Best- and worst-case scenarios of Trump’s trade war

    So it’s on. The trade war we all feared but hoped would never happen has exploded. Who knows where it will end? The world has not seen anything like this since the 1930s when President Herbert . . .

    Gordon PapeJuly 12, 2018

  • What Canadians with EU ties need to know about the European Succession Regulation

    It’s been almost three years since our last blog on the European Succession Regulation. It seems timely to check the pulse and see what impact it is having on estate planning and administration for. . .

    Margaret O’SullivanJuly 11, 2018

  • Signature Global Energy Fund managers drill deep in search of performance

    It’s certainly been a tough few years for the energy sector since the oil plummet of 2014-15, but crude prices have been recovering lately, as have the returns from energy equity funds. While their. . .

    Olev EdurJuly 9, 2018

  • Is it time for GICs?

    Current 5-year GIC rates are being advertised as high as 3.50%. Given that most savings accounts offer much less than 1.00%, some investors have been wondering whether it’s time to move funds into . . .

    Robyn K. ThompsonJuly 3, 2018

  • Investment implications of Trump’s trade wars

    Who does not support the notion of “fairness”? Everything is better when it is endorsed. Even defeat is more pleasant when it is fair and square. It is one of those warm-blanket words that no one . . .

    Tyler MordyJune 26, 2018

  • The danger of chasing higher returns at retirement

    I recently lost a client because a friend of the client’s directed them to a big bank who asserted they were only making about a 5% annual return and that their fees were too high. It turns out . . .

    Bruce LoeppkyJune 19, 2018

  • Real-world commencement advice

    Here’s a commencement speech you won’t hear at most graduation ceremonies: As a new grad, the most important lesson you’ll have to learn after leaving school is to live within your means and not . . .

    Robyn K. ThompsonJune 11, 2018

  • The importance of preparation for successful investing

    After a bit of volatility early in the year, things have returned to “normal” again. The small correction we experienced was the first real volatility after a number of years of smooth sailing, . . .

    Bruce LoeppkyJune 8, 2018

  • Corporate tax changes in the federal budget

    It was with a sigh of relief that I read the federal budget papers back in February, as the anticipated changes, especially to corporate tax rules, were not as onerous as we had thought they might . . .

    Samantha PrasadMay 30, 2018

  • The Big Chill, Canadian style

    Readers may recall the famous line from the 1983 American comedy-drama film The Big Chill. After a long lament about responsibility and adulthood, one of the lead characters states, “The thing is . . .

    Tyler MordyMay 29, 2018

  • Wills: equality and inheritance

    On May 4, 2018, we celebrated our firm’s twentieth anniversary. I thought it would be fitting as well as helpful to reflect on one of the most challenging questions in family succession: whether . . .

    Margaret O’SullivanMay 29, 2018

  • Using life insurance as an estate-planning tool

    Estate planning is a very serious business. The estate represents a lifetime of saving with, perhaps, associated scrimping and sacrifices along the way. It is a lifelong effort. The estate owner . . .

    Susan YatesMay 22, 2018

  • Sell in May and watch your profits go away

    “Sell in May, go away, and don’t come back till Labour Day.” With the return of volatility earlier this year after many years of an uninterrupted bull market, many analysts are warning that the . . .

    Robyn K. ThompsonMay 21, 2018

  • More tax deadlines for snowbirds, proprietors and investors

    It’s the season when many Canadian snowbirds who spend the winter in the United States return to Canadian soil. Timely, as there is also an essential tax deadline for these individuals coming up . . .

    Evelyn JacksMay 20, 2018

  • The real cost of investing in mutual funds and ETFs

    The way the marketing hype has it these days, you’d think investment costs have dropped to zero. What with all the do-it-yourself platforms out there hawking their black boxes and promising, at . . .

    Robyn K. ThompsonMay 14, 2018

  • Personal tax changes in the federal budget

    The 2018 federal budget, which was tabled in February, was expected to be a bad one for both businesses and individuals. Turns out it wasn’t quite as bad as expected. Here’s a summary of what’s new. . .

    Samantha PrasadMay 12, 2018

  • Diversified holdings underpin First Asset REIT Income Fund’s A+ Award-winning performance

    Real estate certainly has been in the news a lot these days, at least the residential component. As a result of various restrictive initiatives by federal, provincial, and municipal authorities . . .

    Olev EdurMay 11, 2018

  • Quantitative tightening not the sign of the bear

    Last September, the U.S. Federal Reserve at long last began its so-called quantitative tightening (QT), gradually lowering its holdings of Treasuries and mortgage-backed securities. How should . . .

    Tyler MordyMay 7, 2018

  • Stressing out over mortgage stress test

    Q – We’ve been shopping for a new home, but we’ve heard some horror stories from friends about the mortgage market. Apparently there’s something called a “stress test” you have pass before you can . . .

    Robyn K. ThompsonMay 5, 2018

  • Where to hold U.S. cash

    In my newsletters, I have previously recommended holding cash reserves in U.S. dollars. Some readers have asked me what particular vehicles I would recommend to hold this cash (such as money market. . .

    Gordon PapeApril 19, 2017

  • New capital gains rules for trusts owning a principal residence

    Last year, the federal government made some key changes to the principal residence exemption (PRE) rules by closing loopholes surrounding the capital gains exemption” as they relate to the sale of . . .

    Samantha PrasadApril 18, 2017

  • Transferring stock to a TFSA

    A reader recently told me she has a good dividend-paying stock and would like to move part of it into a TFSA, where she has accumulated a few years of contribution room, placing the remainder in . . .

    Gordon PapeMarch 31, 2017

  • The family wealth conversation – too little, too late?

    One of the issues of increasing concern to parents is having that family wealth conversation. With increasing affluence, the present post-war Baby Boom generation is confronting – more so than . . .

    Margaret O’SullivanMarch 23, 2017

  • Don’t be suckered by the ‘binary options’scam

    Do-it-yourself investors may have run across investing websites that promise huge returns if you trade something called “binary options.” They make it seem like a pretty easy way to make a quick . . .

    Robyn K. ThompsonMarch 23, 2017

  • What expenses can commission salespeople claim?

    Employees who earn their living negotiating contracts for their employers or selling on commission may claim certain itemized sales expenses. In all cases, however, receipt-keeping is key; as is . . .

    Evelyn JacksMarch 19, 2017

  • Creating investment success: Tweaking passive management

    There are a few aspects of investment analysis that I’ve found to be particularly wanting – for example, the subjectivity of traditional tire kicking analysis and the pitfalls of doggedly adhering . . .

    Mark TaucarMarch 19, 2017

  • Why keep bonds when rates are rising?

    Interest rates are widely expected to climb in 2017. And as rates rise, bond prices fall. So does it make sense to continue holding bonds or fixed-income exchange-traded funds in this environment?. . .

    Gordon PapeMarch 18, 2017

  • Where to find that RRSP contribution

    If you have not yet made a contribution to your Registered Retirement Savings Plan (RRSP) for 2016, you have only about six more weeks to get your act together. The deadline for 2016 contributions . . .

    Samantha PrasadMarch 14, 2017

  • The rules for deducting interest on investment loans

    When can you claim the interest on investment loans? It’s a common question, but the answer depends on the investment for which you are borrowing money. In order to claim the interest when you . . .

    Evelyn JacksMarch 13, 2017

  • Has investor pessimism towards Mexico gone too far?

    Arriving at Benito Juárez international airport is often a painful experience due to long queues at immigration. This time, however, we whisked through the electronic passport scan and were . . .

    Tyler MordyMarch 12, 2017

  • RRSPs: Think long term!

    Many investors may have made their RRSP contributions by March 1, but may now be sitting on cash in their accounts and wondering: Just what do you do invest in when the whole world seems to be . . .

    Gordon PapeMarch 11, 2017

  • Getting the right stock-bond RRSP portfolio mix

    With recent stock market uncertainty and fluctuating bond yields, many investors are wondering whether the tried-and-true principles for stock and bond allocations in an RRSP portfolio still hold. . . .

    Robyn K. ThompsonMarch 10, 2017

  • TFSA a powerful savings vehicle

    A couple of things frequently baffle investors about Tax-Free Savings Accounts (TFSAs). First, what are the contribution limits? And second, do you get a tax deduction or credit as you do with your. . .

    Robyn K. ThompsonMarch 9, 2017

  • Should you empty your TFSA to speculate?

    A reader recently asked me whether he should cash out of his $10,000 TFSA, which earns 0.5% interest, and put it in an opportunity that he says could earn him 30%. He wants to know whether he’ll be. . .

    Gordon PapeFebruary 4, 2017

  • Should you borrow to invest in your RRSP?

    The deadline for 2016 contributions to your Registered Retirement Savings Plan (RRSP) is March 1, 2017, so you don’t have much time to make a decision. Those who wait to the last minute instead of . . .

    Samantha PrasadFebruary 2, 2017

  • RRSP limits and investments for 2016 contributions

    If youwant to contribute to a Registered Retirement Savings Plan (RRSP), and you haven’t set one up yet, you’d better get a move on. For the 2016 tax year, you have until March 1, 2017, to make a . . .

    Robyn K. ThompsonJanuary 28, 2017

  • CPP expansion too late for Baby Boomers

    Last June, the federal government and provincial governments agreed in principal to an expansion of the Canada Pension Plan (CPP). Currently, the maximum payout you can get from the CCP at age 65 . . .

    Bruce LoeppkyJanuary 27, 2017

  • Mutual fund MERs

    Mutual fund costs are typically a source of confusion and contention for many investors. Recently, for example, I was asked whether fund management expense ratios (MERs) are paid yearly, whether . . .

    Gordon PapeJanuary 24, 2017

  • Claiming auto expenses

    Are you using your automobile for work or for your own business? Perhaps you are unsure whether you should make a claim for auto expenses for 2016; or maybe you suspect you aren’t claiming . . .

    Evelyn JacksJanuary 23, 2017

  • Three common investing errors to avoid in 2017

    Investors who sold out of equities after Brexit and again just after the Trump election victory quite possibly lost money last year, even though the big stock market indices turned in strong gains.. . .

    Robyn K. ThompsonJanuary 12, 2017

  • Resolve to review personal finances in 2017

    The beginning of the New Year is often a time to turn a new financial leaf: make a budget; pay down debt; save more. That’s all commendable, but these good intentions are mostly forgotten by, say, . . .

    Robyn K. ThompsonJanuary 11, 2017

  • Are there any year-end tax breaks for mere mortals?

    Year-end is fast approaching, and it seems all the experts have reams of tax tips to offer us, many of which seem to apply only to the very wealthy or to businesses with complicated tax structures.. . .

    Robyn K. ThompsonDecember 30, 2016

  • Planning a move this month? Keep those receipts for a lucrative tax deduction!

      If December is moving month for you, I have three pieces of advice: Take a deep breath; treat yourself to some extra eggnog; and keep those moving expense receipts handy – they will be worth. . .

    Evelyn JacksDecember 27, 2016

  • The return of fiscal stimulus

    It’s been three years since the world panicked over an alleged “fiscal cliff.” Yet, in a rare intersection of opinion during the U.S. presidential election campaign, both Donald Trump and Hillary . . .

    Tyler MordyDecember 20, 2016

  • Understanding the cost of segregated funds

    Many investors, especially those facing retirement, are often offered so-called “segregated” funds by their financial advisors as a way to participate in the stock market while guaranteeing their . . .

    Robyn K. ThompsonDecember 17, 2016

  • Fund classification mystery

    When is an “income” fund not a “bond” fund? If you’ve ever been mystified by the way investment funds are classified, welcome to the club. In the world of fund categories, a rose is not always a . . .

    Robyn K. ThompsonDecember 4, 2016

  • Three important year-end tax tips

    Are you managing your assets with tax efficiency? This year make sure both you and your spouse review your personal net worth statements to ensure you take advantage of every tax benefit available.. . .

    Evelyn JacksDecember 3, 2016

  • The critical importance of life insurance literacy

    Would you feel you were receiving excellent medical care if your doctor wrote five prescriptions or fewer in the previous year? Would you ever think of using a real estate agent who only had five . . .

    Susan YatesDecember 2, 2016

  • Are Canadians financially literate about retirement plans?

    The Baby-Boom generation is getting ready to retire. It’s a big concern and a big issue, simply because that generation has been the dominant demographic since the late ’60s. And now they’re . . .

    Robyn K. ThompsonNovember 25, 2016

  • Financial literacy starts with a budget

    November is Financial Literacy Month in Canada. It’s the government’s way of trying to get people to understand that financial literacy is important for the financial well-being of individuals, and. . .

    Robyn K. ThompsonNovember 22, 2016

  • Trump victorious: what next?

    Donald J. Trump claimed the U.S. presidency in last Tuesday’s general election. While this may be another “unthinkable,” no one should be surprised. Rising populist sentiment has been a defining . . .

    Tyler MordyNovember 21, 2016

  • Ethos for an aging society

    It is quite remarkable to think that notwithstanding our increasingly aging demographic1, the recognition of the rights of older persons as a distinct group has been largely absent in the field of . . .

    Margaret O’SullivanNovember 20, 2016

  • Nasdaq’s remarkable comeback

    There was a lot of elation when the Dow Jones Industrial Average and the S&P 500 Composite Index hit all-time highs over the summer. But for me, the big story in the market over the past year . . .

    Gordon PapeNovember 19, 2016

  • Time for a ‘defensive’ portfolio?

    With the election of Donald Trump as U.S. president, many investors believe that a new era of political uncertainty is going to increase stock market volatility. And that leads to questions about . . .

    Robyn K. ThompsonNovember 17, 2016

  • Taxation of bond funds vs. GICs

    As year-end approaches, it’s time to start thinking about the tax implications of distributions from your various investments. This year, the tax consequences of bond mutual funds compared with, . . .

    Robyn K. ThompsonNovember 6, 2016

  • Year-end mutual fund tax secrets

    Mutual funds are common investments but can often cause some tax confusion, particularly because investors don’t understand the nature of their real returns from these investments, after fees and . . .

    Evelyn JacksNovember 5, 2016

  • U.S. presidential debate: Is it time to buy ‘crisis hedges’?

    Getting worried about the outcome of the U.S. election? If so, join the growing club. Many pundits believe that whatever the outcome, the result could be negative for financial markets, . . .

    Robyn K. ThompsonOctober 28, 2016

  • Creating investment success I: Uncovering industry illusions

    What you are about to read is a rare occurrence in my industry. It will rub some of my peers the wrong way. Much like a magician who gives away how the elaborate guillotine illusion works, I won’t . . .

    Mark TaucarOctober 27, 2016

  • The enigma of China’s missing ‘crash’

    Confucius once said that “everything has beauty, but not everyone sees it.” China may be today’s Confucian case in point. The bulls (if we may speak for the handful of them still holding their day . . .

    Tyler MordyOctober 26, 2016

  • Insured-mortgage rule changes

    If you’re looking to buy your first home, you’ve probably heard about the recent changes to mortgage lending rules announced by the government. If you’re shopping for an insured mortgage, these . . .

    Robyn K. ThompsonOctober 25, 2016

  • When employer-funded education is tax-free

    According to the Conference Board of Canada, organizations that are committed to a strong learning environment for their employees will perform better than their competitors. In fact, there are a . . .

    Evelyn JacksOctober 24, 2016

  • Getting credit card debt under control

    A recent report by credit agency TransUnion paints a scary picture. According to the study, of over 26 million Canadians carrying some sort of variable-rate consumer debt, some 718,000 would not . . .

    Robyn K. ThompsonOctober 16, 2016

  • Investors to face low rates, low growth in coming months

    I recently attended a financial planning conference in Kelowna, where there was surprising consensus among the participants regarding where the world economy is going, including some bearish . . .

    October 15, 2016

  • Six dividend growers for income portfolios

    This is the best of times to be an income investor. The market value of almost every income security you own has shot up in recent months, making you much richer than at the start of the year. But . . .

    Gordon PapeOctober 14, 2016

  • TD Science & Technology Fund a strong performer in a volatile sector

    The technology sector has always been one of the more interesting areas to watch. New ideas are continually being developed and innovative products are being brought to market. While this is all “. . .

    Dave PatersonOctober 12, 2016

  • RRSPs and deposit insurance

    The term “registered” evokes all sorts of visions of guarantees and “official” protection against loss. Actually, investments held in your RRSP are no more or less protected or insured against bank. . .

    Robyn K. ThompsonOctober 11, 2016

  • Income splitting and tax-saving with an estate freeze

    For high net worth individuals and families, taxes resulting from the disposition of an estate can be onerous and can impede a smooth transition of a business to the next generation. So-called “. . .

    Samantha PrasadOctober 3, 2016

  • When it rains money

    There is growing sentiment that the quantitative easing bubble (QE) has burst and negative interest rate policies (NIRP) are failing. But could the world’s central banks attempt even more radical . . .

    Tyler MordyOctober 2, 2016

  • How much do you pay for financial planning advice today?

    Later this fall, the Canadian Securities Administrators will be publishing for comment ideas that will likely eventually eliminate the embedded trailing commissions related to mutual fund . . .

    Doug NelsonOctober 1, 2016

  • The math of losing … and not losing

    When I launched my business way back in 2002, my motto was “minimizing risk to maximize returns.” Catchy, eh? Okay, maybe not T-shirt catchy, but not bad for the financial business. But not only is. . .

    Dave PatersonSeptember 30, 2016

  • Prices and costs of ETFs, mutual funds and closed-end funds

    A growing number of investors like the idea of exchange-traded funds (ETFs) because their low MERs. But what causes some confusion is how the various types of pooled funds are priced on the market.. . .

    Robyn K. ThompsonSeptember 29, 2016

  • Avoid an ‘estate soaking’ by the Liberals’ new tax bracket

    When the Liberal government introduced a new 33% tax bracket, Canadians were assured that only those with income over $200,000 would be affected. Most people breathed a sigh of relief and went . . .

    Gordon PapeSeptember 27, 2016

  • Preparing financially for maternity leave

    Welcoming a baby to the family is an exciting, challenging time for new parents. And many moms-to-be plan to take advantage of the current 12-month maternity leave (which the Trudeau Liberals have . . .

    Robyn K. ThompsonSeptember 26, 2016

  • Top three tax-efficient tools for education funding

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    Evelyn JacksSeptember 24, 2016

  • RI implications of reallocating away from carbon assets

    Whether Canada chooses to adhere to its responsibilities to meet its climate change targets or not, investors in Canada have a lot to be concerned about, articulated by some as the carbon bubble. . . .

    Chelsie HuntSeptember 16, 2016

  • Investor needs less DIY and more expert help

    There’s nothing quite like the thrill of online trading. And a couple of really solid wins can get the adrenaline going. But for some reason you don’t seem to be ahead of the game. Your monthly . . .

    Robyn K. ThompsonSeptember 14, 2016

  • Segregated funds and estate planning

    Version:1.0 StartHTML:0000000105 EndHTML:0000008236 StartFragment:0000002623 EndFragment:0000008200 Segregated funds may be extolled for their maturity guarantee – that is, the guarantee that . . .

    Susan YatesSeptember 13, 2016

July 15, 2019 POLL

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