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People examining economic statistic Financial examiner Vector illustration.

Five things to watch for in Canadian business

Economists expect the latest wholesale trade numbers to provide clarity on the pace of early 2018 growth

Judge gavel, scales of justice and law books in court

Burlington, Ont. promoter charged with fraud

The allegations relate to the sale of more than $1 million worth of securities of A4 Diamonds Inc. to Ontario investors

  • March 16, 2018 March 16, 2018
  • 14:00
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Co-operators acquires full ownership stake in CUMIS

Co-operators and Central 1 say the deal was made to strengthen each firm’s respective core business

Bank building exterior and interior

Bank branches retain their appeal

While baby boomers and millennials are frequenting their neighbourhood branches, their reasons for doing so are quite different

  • March 15, 2018 March 15, 2018
  • 14:00
Quebec National Assembly exterior

Quebec proposes amendment to new law allowing sale of insurance online

The change would clarify that insurance firms must have a registered rep available to assist clients when they buy an insurance product online

Stock market chart with world map

Invesco to rebrand investment funds

The company is moving to a unified global brand and retiring the Perpetual, PowerShares and Trimark names

OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • March 2, 2018 March 2, 2018
  • 12:30
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    Lady overwhelmed by debt, tax, tax forms

    Women still need help understanding finances

    FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan

    Court case reveals risks in gifting assets

    Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

    Why referrals are declining

    Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

    Tech Tips: Roam, without getting robbed

    Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…