News Archive 2017
Advisors frequently fall into the temptation of letting time sneak up on them as they approach retirement. Many are comfortable running their day-to-day business with the overconfident expectation that the sale of their practice will be smooth and seamless. This Webinar shares the seven sins of succession planning and what can be done to avoid them.
TORONTO (July 21, 2017) – Empire Life Investments Inc., the manager of the Empire Life Mutual Funds will terminate Empire Life Small Cap Equity Mutual Fund, Empire Life Canadian Equity Mutual Fund and Empire Life Money Market Mutual Fund (the “Funds”), effective September 22, 2017.
(Toronto, ON – July 20, 2017) – Empire Life Investments Inc. today announced the appointment of Patrick McGrath, CPA, CGA, CFA, as Head of Fixed Income and Private Placements and Scott Pountney, CFA, as Director, Investments.
Geoff Johnston discusses his top 5 reasons why the U.S. Federal Reserve's rate hike is positive news in this Off the Cuff video
(Toronto, ON – April 11, 2017) – Empire Life Investments Inc. today announced the appointment of Jennifer Law, CFA, as Senior Portfolio Manager, Canadian Equities, to the Empire Life Investments team effective May 8, 2017.
(Toronto, ON – April 3, 2017) – Empire Life Investments Inc. today announced the appointment of Douglas Cooper, CFA, as Portfolio Manager, Canadian Equities, to the Empire Life Investments team.
Ian Hardacre, Chief Investment Officer of Empire Life Investments Inc., was featured in a Financial Post article by Jonathan Ratner. He discussed his investment strategy and some opportunities in the market. The article is entitled "The market is expensive, but this fund manager is still finding opportunities to invest".
Empire Life Investments CIO Ian Hardacre outlines his investment strategy and extols the benefits of having a contrarian mindset
(Toronto, ON – February 13, 2017) – Empire Life Investments Inc. today announced the appointment of Ashley Misquitta, CFA, as Senior Portfolio Manager, U.S. Equities, to the Empire Life Investments team. Ashley is responsible for managing the Empire Life American Value GIF.
February 7, 2017 (Toronto, Ontario) – Empire Life Monthly Income Mutual Fund incorrectly reported the trading expense ratio (TER) for the period January 1, 2016 to June 30, 3016 in its 2016 semi-annual Management Report of Fund Performance (“MRFP”) as being 1.19% instead of 0.19%. The error has been corrected and an amended MRFP has been filed on SEDAR.
January 30, 2017 (Toronto, Ontario)— Empire Life Investments Inc. has been recognized for its superior risk-adjusted performance, winning five 2016 Fundata FundGrade A+ Awards for its funds. Fundata picks the winners using an objective score-based calculation that determines the “best of the best” for each calendar year based solely on risk-adjusted performance.