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meeting room interior with table, raw of chairs and block-notes,decorated in black and white tones

PMAC announces 2018-2019 board of directors

Denys Calvin of Nexus investment Management elected chairman

  • By: IE Staff
  • November 15, 2018 November 15, 2018
  • 11:00
business finance and accounting as a abstract

Report assesses opportunities for digital transformation in cross-border payments

Project a major step forward in international co-operation

Young business people in board room meeting at the office

Stuck in neutral

Mutual funds sales slump reflects investors’ risk-averse mentality

  • By: Rudy Luukko
  • November 13, 2018 November 14, 2018
  • 06:00
Laptop on wooden table showing charts and graph Analysis Business Accounting Statistics Concept

TDAM introduces three actively managed ETFs

New funds invest in preferred shares and corporate bonds

Male hand with pen on the investment chart with calculator and canadian dollars

Mortgage risks fading thanks to higher rates, tougher rules: Bank of Canada

Central bank report offers more details about the impacts of new guidelines and rising interest rates

Closeup of mallet being hit on stacked coins at table in courtroom

TD Waterhouse Canada fined $140,000 for failing to oversee advisor’s trading

The advisor used an active trading strategy to produce more than $1 million in commissions from trading for three senior clients over five years

people at annual general meeting

FPSC announces Financial Planning Week schedule of events

Vic Fedeli, Ontario finance minister, will be keynote speaker at the Celebration of the Profession Dinner in Toronto

Chart: Advisor ranks hold steady as total firms decline

Business of advice continues to evolve

Advisors are serving fewer clients overall, but more wealthy clients since 2008 as they focus on providing specialized services

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
  • November 9, 2018 November 9, 2018
  • 10:45
two couples having a picnic on the beach

Wealthy millennials will reshape philanthropic giving

Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

Advocis puts new spin on financial literacy

Website and podcast timed with the opening week of Canada’s Financial Literacy Month

November is Financial Literacy Month

IFSE launches Tip of the Day awareness campaign

CRA increases maximum pensionable earnings for the CPP

The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…

  • By: IE Staff
  • November 1, 2018 November 1, 2018
  • 10:00