OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
Latest news in Special Reports
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02
Canadian ETFs enter the metaverse
New funds hold several big names found in broad U.S. stock indexes
- By: Rudy Luukko
- January 24, 2022 January 24, 2022
- 00:15
Staying connected as Covid persists
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
- By: Maddie Johnson
- January 24, 2022 January 24, 2022
- 00:07
Regulatory issues to watch in 2022
Several major initiatives could launch this year
- By: James Langton, Melissa Shin
- January 24, 2022 January 17, 2023
- 00:06
Crypto and real estate provide portfolio hedges
Clients with windfalls need to diversify and mitigate risk
- By: Dwarka Lakhan
- January 24, 2022 January 24, 2022
- 00:02
Knowing your practice means understanding the numbers
In order to assess the value of your business, you must look beyond AUM, revenue and expenses
- By: George Hartman
- January 24, 2022 March 16, 2022
- 00:00
A win/win proposition
Clients don’t have to give up returns to embrace RI
- By: Leah Golob
- January 6, 2020 October 29, 2019
- 00:01
Making an impact
Once a misunderstood niche area of RI, impact investing is attracting attention and assets
- By: Katie Keir
- December 16, 2019 November 18, 2019
- 00:01
Lifting the veil on RI screening
There is wide variation when it comes to how managers choose RI investments
- By: Dwarka Lakhan
- December 2, 2019 October 29, 2019
- 00:01
The ABCs of ESG
Environmental, social and governance issues are the three pillars of responsible investing
- By: donalee Moulton
- November 18, 2019 October 29, 2019
- 00:01
What is responsible investing, anyway?
Learn the background behind a concept that is much more than a passing trend
- By: Leah Golob
- November 4, 2019 November 30, 2022
- 00:02
Why attend our ETF Summit
This event is now available for complimentary viewing across Canada via our Virtual Conference
Convergence takes hold
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
- By: Rudy Luukko
- November 27, 2018 November 9, 2019
- 10:00
A reality check for your clients
The projections for mutual fund returns in the next several years are modest at best
- By: Rudy Luukko
- November 20, 2018 November 9, 2019
- 06:00
Regulators’ attention to mutual funds persists
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
- By: James Langton
- November 6, 2018 November 13, 2019
- 10:00
Limiting the risk of investing in emerging markets
Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies
- By: Dwarka Lakhan
- October 16, 2018 November 9, 2019
- 10:00
Little leeway for feds in next budget
Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:16
Income splitting in the age of TOSI
Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:14
Changes coming for RDSPs?
Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders
- By: Fiona Collie
- October 12, 2018 November 9, 2019
- 00:13
Coming clean on foreign property
The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties
- By: Dwarka Lakhan
- October 12, 2018 November 9, 2019
- 00:12
Changes to VDP raise questions
The CRA revised its voluntary disclosure program, which may deter some taxpayers from coming forward. Applications to the program are down significantly since the changes…
- By: Fiona Collie
- October 12, 2018 November 9, 2019
- 00:11
Running a business through a TFSA?
The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…
- By: Dwarka Lakhan
- October 12, 2018 November 9, 2019
- 00:10
Top priority for regulators should be SRO reform
Editorial: Now, they need to ensure it’s done right.