Category: Insight

Inukshuk Captial Management is a boutique Toronto ETF Strategist Firm and portfolio manager, focussed on absolute returns

Inukshuk Capital Management Inc. is a portfolio manager and Toronto ETF strategist firm. Inukshuk Capital Management employs systematic strategies in its dynamic asset allocation portfolios and its absolute return fund. These portfolios are invested in highly liquid, low cost exchange traded funds (ETFs) that track and are benchmarked to specific indexes. By applying systematic strategies

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CRM2 – Client Relationship Model, Phase Two

The Client Relationship Model, Phase Two (CRM2) is an initiative by the Canadian Securities Administrators, an umbrella organization of Canada’s provincial and territorial securities regulators. The idea behind the program is to improve information disclosure to clients of financial services firms regarding the amount they pay for services and how their personal accounts performed. Or

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The highest standard in portfolio management is the Chartered Financial Analyst designation

A Chartered Financial Analyst in Toronto (CFA) is an investment management professional who meets the highest standards of proficiency in portfolio management, financial analysis and ethics. In Toronto, and the rest of the world, the CFA Institute sets the standards for earning and maintaining the CFA designation. This standard is the most rigorous and comprehensive

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If you need financial planning advice you should find a Certified Financial Planner in Toronto

A Certified Financial Planner in Toronto (CFP) is an investment management and financial professional who has met and continues to meet the highest standards of competence with respect to financial planning, experience and ethics. In Toronto, and the rest of Canada the standard-setting body for the certificate is the Financial Planning Standards Council (FPSC). The

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