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Judge gavel, scales of justice and law books in court

Toronto man jailed for defrauding CRA

Fraudulent direct deposit forms were used to redirect more than $41 million in GST/HST refunds

  • By: IE Staff
  • March 23, 2018 March 23, 2018
  • 14:10
Stock exchange board with abstract background

More work needed to avoid a future financial crisis

The day-to-day supervision of banks remains a weak spot, former OSFI superintendent says

  • By: Leah Golob
  • March 22, 2018 March 23, 2018
  • 12:30
Lake Louise and Fairmont Chateau Alberta, Canada

Alberta budget presents plan to balance books in five years

The budget increases funding for core programs in education, health and community services

Business chart with glowing arrows and world map

Mutual fund sales remained strong during volatile February: IFIC

Declining financial markets trimmed industry assets under management

  • By: IE Staff
  • March 22, 2018 March 22, 2018
  • 11:50
Senior couple with skis, mountain backgroung

OSC publishes Seniors Strategy

Regulator outlines initiatives to respond to the needs of Ontario seniors and the investment industry

Queen's Park, Ontario legislature, exterior

Ontario one step closer to regulating financial planners

A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or licensing requirements

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
  • March 20, 2018 March 20, 2018
  • 11:30
Presenting the new

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Senior people walking on the beach

Slideshow: Major challenges facing seniors

The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals

Women still need help understanding finances

FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan

Court case reveals risks in gifting assets

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…