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usiness investment opportunities on a global scale

OSC warns former investors of Trans Atlantic Direct

“Double dip” scheme appears to target investors who lost funds to a foreign exchange trading scheme

Toronto Skyline at dusk, Ontario, Canada

DBRS downgrades ratings for CI

By reducing its equity capital and increasing debt, CI is reducing its financial flexibility

Foreign investment in Canadian bonds continued in June

Canadian investment in foreign securities also increased

  • August 17, 2018 August 17, 2018
  • 14:30
desk with analysis report ,calculator

Research project seeks to enhance investment product disclosure

IFIC partners with BEworks to examine investment cost and performance statements

  • August 16, 2018 August 17, 2018
  • 15:35
Perplexed professional male

Low investor awareness of CRM2 a challenge for firms and advisors

Edward Jones tops J.D. Power investor satisfaction ranking for sixth consecutive year

  • By: IE Staff
  • August 16, 2018 August 16, 2018
  • 11:44
Office buildings in Toronto’s financial district

S&P completes review of Canadian bank resolution regime

Ratings and outlooks on systemically important banks unchanged

SALT Associates joins LOGiQ3 family

Yarmouth, Me.-based firm brings expertise in claims management

  • By: IE Staff
  • August 16, 2018 August 17, 2018
  • 15:15
Jean-François Courveille

Focus on advisors

B2B service could become the driver of Wealthsimple’s business

  • July 27, 2018 July 25, 2018
  • 00:20
Business team with thumbs up

Slideshow: Insurance advisors keen to recommend their agencies

Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year

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
  • August 14, 2018 August 15, 2018
  • 10:15
Canadian money in the black wallet

Trust betrayed

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

DTC: Opening doors

Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…