U.K. regulator OKs “basic advice” regime
Salespeople not required to hold formal financial planning qualifications to sell basic products
- By: James Langton
- October 21, 2004 October 31, 2019
- 09:30
Latest news in Financial Planning
Strong majority of Canadians have less than three months worth of savings: study
Few manage to pay themselves first
- By: IE Staff
- October 21, 2004 October 31, 2019
- 08:20
Employees need better knowledge of company pension plans: survey
Almost half of plan members don’t understand terminology
- By: IE Staff
- October 20, 2004 October 31, 2019
- 09:30
Deadline looming for income tax adjustments under fairness provisions
Cutoff drawing near for 1985 to 1994 taxation years
- By: James Langton
- October 19, 2004 October 31, 2019
- 14:45
Most Canadians worried about their debts if interest rates keep rising: survey
Mortgages, credit cards two biggest concerns
- By: IE Staff
- October 13, 2004 October 31, 2019
- 10:20
FCAC report shows increase in demand for services
Annual report released today
- By: IE Staff
- October 13, 2004 October 31, 2019
- 09:40
Experienced investors most common boiler room victims: survey
Typical victim is a middle-aged professional
- By: James Langton
- October 12, 2004 October 31, 2019
- 09:55
TD Waterhouse launches new private giving foundation
TD Waterhouse Canada Inc. today announced the establishment of the Private Giving Foundation. The brokerage firm says the foundation is the first program of its…
- By: IE Staff
- October 6, 2004 October 31, 2019
- 10:40
Teachers’, Caisse invest $1.2 billion in European fund
Pension plans fund Park Square Capital Partners
- By: IE Staff
- October 5, 2004 October 31, 2019
- 12:50
Investor Education Fund, UWO partner to promote financial literacy
Partnership will help teachers pass along money know-how to students
- By: IE Staff
- October 4, 2004 October 31, 2019
- 15:10
Jovian unit to provide financial services to lawyers
T.E. Financial teams up with CBAF
- By: IE Staff
- October 4, 2004 October 31, 2019
- 10:40
OAS benefit rates to increase October 1
Basic OAS pension rises 1.1%
- By: IE Staff
- September 30, 2004 October 31, 2019
- 10:40
More working women covered by pension plans
Pension assets rise in first quarter
- By: IE Staff
- September 22, 2004 October 31, 2019
- 10:40
Investor Education Fund announces two new sponsorships
Programs focused on protecting seniors and educating students
- By: IE Staff
- September 20, 2004 October 31, 2019
- 12:35
Pension funds taking action to reduce funding shortfalls
Funds embrace foreign equities, alternative investments
- By: James Langton
- September 17, 2004 October 31, 2019
- 11:10
Canada’s charities under pressure say TD economists
Report cites need for increased philanthropy
- By: IE Staff
- September 15, 2004 October 31, 2019
- 09:20
Panel to review actuarial report on the Canada Pension Plan
The Office of the Chief Actuary has established a panel of actuaries to review the 21st Actuarial Report on the Canada Pension Plan.The panel members…
- By: IE Staff
- September 8, 2004 October 31, 2019
- 12:30
CRA workers on strike
Canadians responsible for meeting their tax obligations, agency says
- By: IE Staff
- September 8, 2004 October 31, 2019
- 09:53
Reports calls for winding down of CSB program
But Finance says product is safe
- By: James Langton
- September 2, 2004 October 31, 2019
- 15:57
Fed chief urges retirement-benefit cuts
Warns budget deficit could balloon as boomers retire
- By: James Langton
- August 27, 2004 October 31, 2019
- 10:30
Jovian reports drop in earnings
Weak markets trim investment dealer revenues
- By: IE Staff
- August 26, 2004 October 31, 2019
- 14:55
Scotiabank introduces new online Investor Education Centre
Partners with CSI
- By: IE Staff
- August 20, 2004 October 31, 2019
- 09:30
Growing need for private philanthropy say affluent Canadians
Poll finds growing interest establishing private foundations
- By: IE Staff
- August 12, 2004 October 31, 2019
- 09:05
Value of financial plans called into questions
Affluent investors being short-changed: report
- By: James Langton
- August 10, 2004 October 31, 2019
- 10:50
Pension funds report fifth consecutive quarter of positive returns
Managers of discretionary pooled funds had a small positive median return of 0.3% during the second quarter of 2004, according to the quarterly survey of…
- By: IE Staff
- July 26, 2004 October 31, 2019
- 11:25