In part 2 of this series, Ellen Bessner, a partner with Cassels, Brock and Blackwell LLP in Toronto, says clients don’t like to be surprised.…
Pablo Fuchs, senior editor at Investment Executive, and Olivia Li, staff reporter, discuss key themes from the 2012 Regulators’ Report Card. Despite a year of…
In part 5 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., says that to be a top insurance performer you…
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the budgetary decision to drop the penny from circulation. The…
Budget will help grow tech sectors of the economy
Association is pleased that Ottawa has re-affirmed its commitment to a national securities regulator
The life and health insurance industry association pleased with Ottawa’s ongoing commitment to PRPPs
Compliance officers say the regulators are becoming more aware of the regulatory burden, but are doing little to mitigate it
Dissatisfaction in the "fairness" categories centres on the perception that regulators are too rigid in their approach
The chief compliance officers surveyed saw little change at the regulators, despite the difficult year these bodies have faced (Includes chart)
Although much work remains to be done
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds