Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on expanded tax credits in the 2017 federal budget.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Ontario's regulator adopts rules for returning disgorged funds to victims
Household saving rate declines for second consecutive quarter to 5.7%
U.S. filings for jobless benefits were unchanged last week, remaining at the higher end of recent ranges
Ontario's broad definition of financial advisor could lead investors to misunderstand their advisor's primary role and capabilities