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There are two main approaches to investment fund construction: active and passive. Let’s look at the essential features of each.


We’re living and working in an era of regulatory change in the global investment industry. When looking at the big picture, it’s important to note that Canada’s regulatory environment has some unique features.


On May 30, 2016, it became mandatory for advisors to deliver the Fund Facts document to clients before they purchase a mutual fund. Let’s explore the content of Fund Facts, how advisors must deliver it and the exceptions to the rule.