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Customer Relationship Management handshake provider and customer flat illustration

Echelon acquires Dundee Securities

Veteran advisor Les Sherman makes the switch

Manitoba Legislative Building in Winnipeg, Manitoba, Canada

David Cheop named CEO of the Manitoba Securities Commission

Cheop was deputy director and secretary of the commission from 1986 to 1998

Business woman showing stock market financial situation

IFIC offers alternative to the CSA’s proposed ban on DSC mutual funds

PMAC wants CSA to leave pooled funds out of client-focused reforms

  • By: IE Staff
  • December 14, 2018 December 14, 2018
  • 16:00
People examining economic statistic Financial examiner Vector illustration.

GRI appoints new president and CEO

Sonia Baxendale succeeds Richard Nesbitt in top role at Global Risk Institute in Financial Services

  • By: IE Staff
  • December 14, 2018 December 14, 2018
  • 15:00
hand grabbing money bag

CRA names members of external advisory panel on service

Panel aims to help improve the experience of Canadians when they interact with the tax man

  • By: IE Staff
  • December 14, 2018 December 14, 2018
  • 11:15
Piggybank With Eyeglasses And Calculator On Wooden Table, TFSA, RRSP

Margins rise at Canada’s credit unions: DBRS

The trend to fatter margins is expected to continue as interest rates climb

OSFI proposes reforms to large exposure risk management for banks

Reforms would limit banks’ exposures to a single counterparty, or closely connected groups of firms

Folders with the label Retirement Plan and Pension

Pension wealth increased in 2017

An increase in pension contributions and strong foreign equity markets drove pension wealth growth

Fund manager delivers strong perfomance

Taking stock of emotion

Mutual Fund Manager of the Year: Mackenzie portfolio manager Philip Taller focuses on out-of-favour stocks

  • By: Jade Hemeon
  • November 23, 2018 November 23, 2018
  • 00:21
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
  • December 7, 2018 December 7, 2018
  • 08:30
man with laptop computer on sailboat

Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

FPSC unveils new FP Canada details, introduces QAFP designation

Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 November 26, 2018
  • 12:56

Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced