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SP Wealth selects Nest Wealth digital platform

The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 11:20
Old Montreal Port Downtown at night

LionGuard Capital now accepting registered accounts

Montreal-based investment manager launches LionGuard Opportunities Trust Fund

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 10:20
Adirondack chairs at shore of Lake of Two Rivers, Ontario

Co-operators chief client officer announces retirement

Rick McCombie will retire at the end of the year

  • April 25, 2018 April 25, 2018
  • 10:00
Vancouver skyline with Stanley Park

B.C. law targets condo flipping, tax evasion, rental home protection

The government will share the presale data it collects with the Canada Revenue Agency to monitor taxes

Leadership corporate hierarchy recruiter team leader employee selection new job

GWL executive named new head of Financial Horizons

Nick Pszeniczny, executive vice president of the Advisory Network, GWL’s, Canada Life’s and London Life’s combined distribution organization, will step into his new role on July 1

disability insurance file folder

Fewer Canadians have disability insurance

Without the proper financial protection in place, workers are putting themselves and their families at risk

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
  • April 3, 2018 April 3, 2018
  • 12:55
xhausted businessman dragging heavy chains

Slideshow: Regulators’ ratings in the past decade

While some of the regulators have seen their ratings remain stable, others have had wild swings in theirs

disability insurance file folder

Fewer Canadians have disability insurance

Without the proper financial protection in place, workers are putting themselves and their families at risk

Client loyalty not leading to referrals

Clients say advisors are not engaging in all aspects of their financial lives

Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

Nearly half of existing mortgages face renewal in 2018: report

The increase in renewals comes as mortgage rates have been rising