Media Room
National Bank Financial Group wins Structured Products House of the Year, Canada Award - May 11, 2011
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Pre-Cleared Canadian Structured Product Emerges - April 11, 2011
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Press Release
A First in Canada: The NBC Bespoke Notes.
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NBC LAUNCHES BESPOKE SERVICE IN CANADA - 1 mars 2011
National Bank of Canada (NBC) has launched its Sprint Note issuance programme on a new Bespoke platform
that sees the issuer enter the made-to-order structured products market.
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Martin Lavigne reinvents one-stop service
Investment Executive – December 2009
“National has set up a Third-Party Business Solutions division, responsible for distributing all the Group’s financial products, to support these players.”
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Investment Executive - January 21, 2010 & Febuary 4, 2010
Are you looking for the protection of a GIC with the return potential of the market?
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Les CPG boursiers à l'épreuve de la crise
La Presse Affaires - 27 octobre 2008
“ ..., les investisseurs voient leurs portefeuilles d'actions et de fonds communs se dégonfler de 30 à 60%, il est grandement réconfortant d'avoir dans son portefeuille des placements boursiers à capital protégé.”
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Canada distributor - National Bank of Canada
Structured Products - April 2008
As is the case in the US market, structured products in Canada suffer from a relatively fragmented distribution network. Though structuring is dominated by a small number of domestic players, physical distribution is scattered across various channels, including the banks’ own offices, investment advisers and independent dealer firms.
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CI Oil Sands and Energy EARNS™ offer investors a unique way to benefit from energy investments
CI Investments - August 9, 2006
The shutdown of key pipelines from the Prudhoe Bay, Alaska, oil fields, followed by a $2 a barrel jump in the price of oil, shows that the energy market remains tight – providing opportunities for investors,
says David R. McBain, Senior Vice-President, CI Investments Inc.
[download the article in PDF format]
In Defense of Notes
Thane Stenner - Advisor's Edge Report, July 2006
PPNs are attractive alternatives for the risk-averse investor.
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Structured Notes
Roundtable Report
May 2006
Investors have not always been well served by innovations in the
financial services industry. Consider a time not long ago when
advisors were inundated with launch after launch of a new fund
dedicated to some hot asset category. Those launches rode up
along with the stocks they invested in, until they crested—then
dropped precipitously—and most of those funds have since
been terminated or merged into more diversified portfolios.
[download the article in PDF format]
Financial Facts & Money Matters: Protecting clients from a large stock position
Thane Stenner, CIM, FCSI – Beyond Numbers, January 2004
Imagine you have a client who’s accumulated a large block of company stock serving as an executive for XYZ Inc. Now that he’s retired from the company, his position is worth several million dollars. Understandably, your client
is on top of the world. He’s made it. He’s rich.
[download the article in PDF format]
Protection for the wealthy
Principal-protected notes are a great way to protect your wealth
Thane Stenner, CIM, FCSI – Fundlibrary.com, July 2003
One of the benefits of wealth is the ability to invest in instruments that are beyond the reach of the average
investor. Take alternative investments, for example. For the most part, their high investment minimums and low liquidity make them the exclusive domain of the rich.
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“Protection” offered by alternatives uncertain and costly
Yan Barcelo
If an economic downturn occurs this year, damaging stocks and bonds, where can investors take refuge?
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A sure way to pick the best performer
Levi Folk
The new SMART™ structured note from the National Bank of Canada combines principal protection with active risk-management. Investors are offered the best performance of three tailored portfolios (conservative, balanced and growth) that vary in their exposure to four asset classes (equities, bonds, commodities and currencies).
[download the article in PDF format]
SPECIAL REPORT PRINCIPAL PROTECTED NOTES: HOW, WHY AND WHEN?
Vincent DeCaen, PhD & Levi Folk, MA - May 18, 2005
This report sheds some light on the little understood and burgeoning principal protected note industry in Canada including an in depth look at the two basic guarantee structures, the fees and a simulation of returns under one guarantee structure.
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The Wealth Defender
Thane Stenner
As institutions become increasingly aware of the unique needs of the high-networth population, they are issuing more and more specialized, equitylinked products – principalprotected notes (PPNs) and equity- linked notes (ELNs).
[download the article in PDF format]