OBSI updates terms of reference
Major reforms to the dispute resolution service’s mandate require action from regulators
- By: James Langton
- December 19, 2018 November 13, 2019
- 11:45
Latest news in Industry News
Sun Life to merge Bentall Kennedy real estate business with GreenOak
Insurer will pay GreenOak shareholders $195 million in cash in exchange for a 56% stake in the new firm
- By: The Canadian Press
- December 19, 2018 October 17, 2019
- 10:15
TFSA usage jumps in 2018
Many Canadians unaware of changes to contribution limit
- By: IE Staff
- December 18, 2018 October 17, 2019
- 11:55
Virtual Brokers lowers commissions
Clients will be able to buy Canadian mutual funds and North American ETFs for free
- By: James Langton
- December 18, 2018 October 17, 2019
- 11:30
Daily performance checks emotionally draining for investors
The least emotionally taxing experience for clients is when they check their portfolios once a quarter
- By: IE Staff
- December 18, 2018 October 17, 2019
- 06:00
Stakeholders urge feds to create public registry of beneficial ownership information
Collecting and publicly disclosing this information would serve as a powerful tool to combat money laundering
- By: James Langton
- December 17, 2018 October 17, 2019
- 16:25
CRA updates child-related tax folios
Revised folios provide tax guidance for clients who are parents, students or parents of students
- By: Melissa Shin
- December 17, 2018 October 31, 2019
- 13:00
IIAC calls for greater transparency on market data fees
Request follows recent a SEC decision which found that exchanges did not provide sufficient justification for their marketplace fees
- By: James Langton
- December 17, 2018 November 13, 2019
- 11:20
Tax scholars join CRA’s offshore compliance advisory committee
The committee advises the CRA on strategies to combat offshore tax evasion and aggressive tax planning
- By: IE Staff
- December 17, 2018 October 17, 2019
- 10:40
Hub buys employee benefits practice of Rise People
Jesse McNeil, director of group benefits at Rise People, will join the company
- By: IE Staff
- December 17, 2018 October 17, 2019
- 10:15
IFIC offers alternative to the CSA’s proposed ban on DSC mutual funds
PMAC wants CSA to leave pooled funds out of client-focused reforms
- By: IE Staff
- December 14, 2018 November 13, 2019
- 16:00
CRA names members of external advisory panel on service
Panel aims to help improve the experience of Canadians when they interact with the tax man
- By: IE Staff
- December 14, 2018 October 17, 2019
- 11:15
Echelon acquires Dundee Securities
Veteran advisor Les Sherman makes the switch
- By: James Langton
- December 14, 2018 October 17, 2019
- 06:00
Basel Committee consults on stricter disclosure from banks
Global banks may be engaging in transactions designed to dress up their leverage disclosures
- By: James Langton
- December 13, 2018 October 17, 2019
- 13:45
Pension assets rose in Q2 2018
The market value of assets grew 7% over Q2 2017
- By: James Langton
- December 13, 2018 October 17, 2019
- 11:56
Genn Family Office earns international award
Calgary-based firm named Multi-Family Office Team of the Year
- By: IE Staff
- December 13, 2018 October 17, 2019
- 09:20
FMFD appoints new executive director
Matthew Latimer succeeds Sandra Kegie at the Federation of Mutual Fund Dealers
- By: James Langton
- December 13, 2018 October 17, 2019
- 08:45
Remove personal identifiers from banking data given to StatsCan: Senate committee
Senate banking committee report makes recommendations following hearings
- By: James Langton
- December 12, 2018 October 17, 2019
- 14:30
Progress on gender equality has stalled: report
There is still work to do in Canada to promote greater female representation in corporate boardrooms and executive suites
- By: James Langton
- December 12, 2018 October 17, 2019
- 13:00
GMP Capital sells U.S. fixed income operations
Investment dealer will sharpen focus on Canadian operations where growth opportunities are greater
- By: IE Staff
- December 12, 2018 October 17, 2019
- 10:15
FPSC panel releases revised standards of professional responsibility
New “duty of loyalty” for financial planners replaces “client first” principle
- By: James Langton
- December 11, 2018 October 17, 2019
- 14:30
Yearend tax reminders for clients
Take advantage of income-splitting opportunities
- By: Michelle Schriver
- December 10, 2018 October 17, 2019
- 17:00
Sheila Murray to retire from CI Financial in March
In addition to his current role as CEO, Peter Anderson will be appointed president of CI
- By: IE Staff
- December 10, 2018 October 17, 2019
- 16:00