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Maintaining Profits economic growth chart businessmen illustration

Companies optimistic even before new continental trade pact: BoC survey

Overall business sentiment in Canada was running at near-record levels in late summer

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TD fintech initiatives are credit positive for the bank: Moody’s

The bank aims to grow the digital share of its banking product sales to 30% over the next three years in both Canada and the United States

New York City Skyline USA

Starlight Capital introduces new real assets trust

The trust will offer investors exposure to institutional quality real assets in the global real estate and global infrastructure sectors

Magnifying glass with green cannabis leaf

Looking at cannabis

Established market makes cannabis less speculative than blockchain

People examining economic statistic Financial examiner Vector illustration.

Five things to watch for in Canadian business

Bank of Canada releases its latest business outlook survey on Monday; Inflation report coming Friday

Halifax, Nova Scotia, Waterfront

Passage of Bill 67 strengthens investor protection in Nova Scotia

Nova Scotia joins two other provinces in giving IIROC full enforcement toolkit

New Fidelity company offers custody and trade executive for cryptocurrencies

Fidelity Digital Assets was created in the firm’s blockchain incubator

Risk versus value matrix with pushpins and blur effect risk assessment concept

AMF review finds errors in fund risk disclosure

Some funds not using CSA’s 2017 risk classification methodology

Cartoon businessman running away from tax collector

CRA to delay registered fee position “indefinitely”

This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts

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
  • September 27, 2018 October 11, 2018
  • 16:50
boomer couple signing contract with financial planner

Financial planning aids asset retention: report

U.S. advisors are increasingly using financial planning to build trust with clients

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

Creative differences

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes