Bridging the advice gap in financial planning
Too many Canadians continue to navigate their finances alone, highlighting the need for accessible, confidence-building financial advice
Top stories
SEC settles IR guy’s false Buffett claim
Scheme to boost stock price claimed that Berkshire bought insurer's stock
Payroll data weakens: Statistics Canada
In December, employment declined, vacancies rose and wage growth slowed
RBC reports $5.8B Q1 profit, up from $5.1B a year earlier
Its wealth management business earned $1.3B, up from $980M a year ago
ESMA highlights AI risks in algo trading
Regulator issues guidance to beef up the supervision of automated trading
- By: James Langton
Canada’s current account deficit narrows in Q4
Canadians divested a record $20.5B from U.S. Treasury bonds in the quarter
- By: Jonathan Got
TD reports $4B Q1 profit, up from $2.8B a year earlier
Its wealth management, insurance business earned $757M, up from $680M last year
CIBC’s profit jumps, aided by increased focus on wealthier clients, U.S. market
Its Canadian commercial banking, wealth management business earned $647M, up from $591M a year ago
Budget watchdog predicts zero population growth this year
This follows two record breaking years for population growth in 2022, 2023
Trump’s trade czar says Canada must accept tariffs, help reshore American jobs
On Wednesday, Greer would not say when he expects a deal with Canada
Multibillion-dollar budget deficit on tap as Alberta introduces its 2026 budget
The NDP says rather than take responsibility for the budget, Smith prefers to blame immigrants, oil
Opinion: Who will pay for CIRO’s data breach?
It’s a $100-million question without clear answers
- By: Barb Amsden
SEC sanctions firm’s pandemic loan pricing
Firm failed to adjust loan pricing to reflect impact of market turmoil
- By: James Langton
IMF sees ‘buoyant’ U.S. economy accelerating this year but warns of risks from tariffs, rising debt
It's forecasting U.S. GDP growth, along with a decline in inflation, unemployment rate
CUSMA review critical to Canada, U.S. not so much
Trade deal's end would weigh on growth, employment, interest rates
- By: James Langton
Commercial real estate activity expected to rise in 2026 amid return-to-office trends
42% of Royal LePage survey respondents expect vacancy rates for office space to decrease in their market this year
ASIC secures record penalties in second half of 2025
Regulator details enhanced enforcement outcomes
- By: James Langton
Brand Knowledge
How Canadian financial planners should evaluate AI—before the gap widens
AI is already boosting efficiency for Canadian financial planners. This article outlines how to evaluate tools safely and why waiting to adopt AI could leave…
- By: Focal
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Advisor chargebacks are bad for the industry