IFIC proposes adding flexibility to retirement accounts
Volatile markets pose challenge
- By: James Langton
- November 15, 2001 November 15, 2001
- 12:25
Latest news in Financial Planning
Wealth management due for a shakeup
Only large conglomerate and niche player will survive, study finds
- By: James Langton
- November 14, 2001 November 14, 2001
- 12:25
CCRA boosts maximum pensionable earnings limit
Ceiling raised to $39,100
- By: IE Staff
- November 13, 2001 November 13, 2001
- 15:20
Fixed income assets buoy CPP
Equities drop 9% in first half of fiscal year
- By: IE Staff
- November 13, 2001 November 13, 2001
- 10:35
Mackenzie launches new version of financial planning software
InfoMack features more tools, calculators
- By: IE Staff
- November 13, 2001 November 13, 2001
- 09:20
Rice Financial Group offers new online purchase power
Clients get enhanced access to GIC's and mutual funds
- By: IE Staff
- November 12, 2001 November 12, 2001
- 17:10
Financial Analysts Journal available on the web
Issues of AIMR's scholarly publication dating back to 1999 now online
- By: IE Staff
- November 12, 2001 November 12, 2001
- 15:25
Tax brackets adjusted 3% for 2002
Indexation also covers benefits and tax-credits
- By: IE Staff
- November 8, 2001 November 8, 2001
- 16:10
Children, parents savvy about saving for education
Growing awareness of RESPs, survey finds
- By: IE Staff
- November 7, 2001 November 7, 2001
- 12:00
Affluent investors drawn to advisors since Sept. 11
Shifts in behaviour create opportunities
- By: IE Staff
- November 6, 2001 November 6, 2001
- 12:17
Assante sales climb in October
Assets reach $4.51 billion
- By: IE Staff
- November 2, 2001 November 2, 2001
- 09:50
CFFG relocates head office
Subsidiaries Ross Dixon, Hewmac move, too
- By: IE Staff
- November 2, 2001 November 2, 2001
- 09:25
Individuals can act as contractor, employee to same company
Tax Court decision clears Clearly Canadian CEO
- By: James Langton
- October 26, 2001 October 26, 2001
- 16:20
CCRA issues new rules on corporate gift giving
Employees limited to two non-cash gifts per year
- By: IE Staff
- October 25, 2001 October 25, 2001
- 15:55
Huckerby joins Blue Heron
New firm opens first two offices
- By: IE Staff
- October 25, 2001 October 25, 2001
- 14:00
Succession planning not jut for clients
Most advisors have no succession plan, survey finds
- By: IE Staff
- October 25, 2001 October 25, 2001
- 13:15
CAIFA celebrates most successful national conference to date
Raine elected chairman
- By: IE Staff
- October 23, 2001 October 23, 2001
- 12:55
Ottawa chapter wins CAIFA Award
Award honours membership, community support
- By: IE Staff
- October 23, 2001 October 23, 2001
- 09:05
Nine principles
Reinforced Code of Conduct for CAIFA
- By: IE Staff
- October 22, 2001 October 22, 2001
- 08:40
Blue Heron born on Bay Street
New name, mandate for former University Avenue Financial
- By: IE Staff
- October 19, 2001 October 19, 2001
- 17:10
Canadian financial advisors gather in Toronto
Money laundering a hot topic
- By: IE Staff
- October 18, 2001 October 18, 2001
- 15:00
Tax assistance for donations of securities made permanent
Martin OK's changes for charities
- By: IE Staff
- October 16, 2001 October 16, 2001
- 16:15
CAIFA panel to discuss impact of terrorist attacks
National conference starts October 20
- By: IE Staff
- October 16, 2001 October 16, 2001
- 11:30
Financially Correct
FASB releases educational video with high-power presenters
- By: IE Staff
- October 15, 2001 October 15, 2001
- 10:25
Canadians concerned about finances following September 11
But most haven't spoken with their advisors
- By: IE Staff
- October 10, 2001 October 10, 2001
- 15:20