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lass of university students using laptops in lecture

First company signs on to GWL’s student debt savings program

Indigo employees who make a payment on their student loans will receive a matching contribution to their retirement savings account

  • By: IE Staff
  • October 3, 2018 October 3, 2018
  • 15:30
Frontenac Castle and Dufferin Terrace - Quebec City

DAC announces 2018 young advisor award winner

Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November

Cartoon businessman running away from tax collector

CRA to delay registered fee position “indefinitely”

This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts

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Canada lags international peers on tax reform

CPA Canada report highlights governments’ disproportionate reliance on income taxes

RRSP piggybank

Strong demand for group RRSPs at work

Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds

Young female hands tablet with red and blue charts analyze concept calculation

Mercer and Morningstar partner on investment research platform

Newly formed alliance will introduce digital platform for global investment data, research and analytics

  • By: IE Staff
  • October 2, 2018 October 2, 2018
  • 15:20
IG Wealth Management corporate logo

IG Wealth Management embraces holistic financial planning

The launch of IG Living Plan will enable the company to better address the needs of HNW clients

  • October 2, 2018 October 2, 2018
  • 15:00
close up of the flags of Canada, the U.S. and Mexico

USMC Agreement aims to ensure financial services treated in “like circumstances”

A Committee on Financial Services will supervise the agreement’s implementation in the U.S., Canada and Mexico

Insurance Policy Protection Risk Security Concepts

Provinces urged to rethink taxes on insurance premiums

The current tax regime lowers demand for insurance and could impose added costs on government budgets

Woman's hand using mobile phone o

Mylo to launch registered accounts

RRSPs, TFSAs and RI options will be available through Mylo Advantage premium service

businessman running away from taxman

CRA targets RRSP, TFSA abuses in long-awaited tax document

The federal tax agency also delays implementing registered fee position

City skyline at night

IIAC congratulates Top Under 40 nominees

The 2018 winner will be announced on Oct. 25

Businessman calculating and checking articles of agreemen

Small business owners uncertain about retirement

A particular concern among HNW entrepreneurs is whether their heirs would be interested in taking over their businesses

Quebec and Canadian Flags`

FPSC, IQPF announce strategic partnership

The Quebec financial planning organization will become a partner of a rebranded FP Canada

lass of university students using laptops in lecture

BMO raises $1.6 million for educational scholarships

The Equity Through Education program has raised more than $20 million since its launch in 2005

hand grabbing money bag

Taxpayers reacted strongly to federal tax hike on high earners

Report suggests feds toughen tax enforcement and cut taxes at the top

OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • September 27, 2018 October 11, 2018
  • 16:50
happy young couple discussing with a financial agent

Investors more confident in mutual funds, discerning of fees

The percentage of clients who are aware of the changes requiring more cost and performance disclosure in their mutual fund statements rose greatly year-over-year

  • By: Pablo Fuchs
  • September 27, 2018 September 27, 2018
  • 15:40
wind turbines farm on green field

New partnership aims to engage HNWIs in impact investing

Genus-SVX Impact Investment Counsel brings together sourcing support, due diligence, financial analysis and portfolio building

  • By: IE Staff
  • September 27, 2018 September 27, 2018
  • 15:00
checking stock market data on a mobile device

Asset managers look to technology to improve the client experience

Companies push for more transparent and flexible access to keep their clients happy and stop them from switching firms

Family insurance policy concepts Insurance agent draw umbrella

Canadian life and health insurance industry showed strong growth in 2017

The total number of Canadians holding insurance grew to almost 29 million

  • By: IE Staff
  • September 27, 2018 September 27, 2018
  • 10:45
Digital design economic Stock market chart

Competition Bureau highlights Canada’s fintech progress

Finance minister launches Advisory Committee on Open Banking

asian couple and baby

Canada’s “use it or lose it” parental leave coming three months early, in March

Moving the date of implementation up by three months could benefit more than 24,000 people

Business and financial report with laptop Accounting economic

Winfund to integrate Invesco’s advisorDUO tool into wealth management software

Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes

female polar bear and cub on polar ice

Momentum building for climate-related financial disclosures

Task Force publishes first status report