RESEARCH SERVICES

Household Balance Sheet
  • Carlos Cardone, Goshka Folda

Share of Wealth Market
  • Carlos Cardone

Segmentation
  • Carlos Cardone

Investment Funds
Mutual funds
  • Iassen Tonkovski, Carlos Cardone
Segregated funds
  • Iassen Tonkovski, Carlos Cardone
Index funds
  • Sandeep Gosal
Fund wraps
  • Iassen Tonkovski, Carlos Cardone

Insurance
Universal life insurance
   • Carlos Cardone, Iassen Tonkovski
Managing general agencies
   • Goshka Folda, Guy Armstrong
National Accounts
   •Guy Armstrong, Maria Cadena
Payout annuities
   • Iassen Tonkovski

Managed Money and High Net Worth
Institutional money managers
   • Pam Byroe, Kevin Spraggs
Private client money managers
   •Guy Armstrong, Maria Cadena, Keith Sjögren
Wrap accounts
   • Iassen Tonkovski, Guy Armstrong, Maria Cadena
Sub-advisors
   • Pam Byroe, Kevin Spraggs
Personal trust
   • Guy Armstrong, Keith Sjögren
High net worth research
   • Keith Sjögren, Guy Armstrong

Alternative Investment Products
Hedge funds
   • Earl Bederman, Pam Byroe
Market-linked instruments
   • Carlos Cardone, Goshka Folda
Closed-end funds
   • Carlos Cardone, Goshka Folda

Distribution Channels and Brokerage
Full-service and online/discount brokers (IDA)
  • Guy Armstrong
Brokerage profitability
  • Guy Armstrong
Financial advisors (MFDA and insurance)
  •Guy Armstrong, Jeff Wojcicki

Provincial Analysis
  • Travis Young, Carlos Cardone,

Credit
Mortgage banking
Mortgage brokerage
Credit cards
Non-prime lending
  • Earl Bederman

Customized Research Requests
  • Earl Bederman, Goshka Folda

STRATEGY CONSULTING
  • Earl Bederman

ADMINISTRATION
Accounts payable
  • Ann MacPherson
Accounts receivable
  • Alan Ewing
Distribution of research reports
  • Alan Ewing
General inquiries
  • Shelly Deonaraine, Alan Ewing
Website administration
  • Alan Ewing