Proposed amendments to a CDIC by-law “introduce requirements that entail significant systems and procedural changes” for IIAC member firms that act as nominee brokers
Experts describe how they use the funds
Indigo employees who make a payment on their student loans will receive a matching contribution to their retirement savings account
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
CPA Canada report highlights governments’ disproportionate reliance on income taxes
Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds
Newly formed alliance will introduce digital platform for global investment data, research and analytics
The launch of IG Living Plan will enable the company to better address the needs of HNW clients
A Committee on Financial Services will supervise the agreement’s implementation in the U.S., Canada and Mexico
The current tax regime lowers demand for insurance and could impose added costs on government budgets
RRSPs, TFSAs and RI options will be available through Mylo Advantage premium service
The federal tax agency also delays implementing registered fee position
The 2018 winner will be announced on Oct. 25
A particular concern among HNW entrepreneurs is whether their heirs would be interested in taking over their businesses
The Quebec financial planning organization will become a partner of a rebranded FP Canada
The Equity Through Education program has raised more than $20 million since its launch in 2005
Report suggests feds toughen tax enforcement and cut taxes at the top
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
Genus-SVX Impact Investment Counsel brings together sourcing support, due diligence, financial analysis and portfolio building
Companies push for more transparent and flexible access to keep their clients happy and stop them from switching firms
The total number of Canadians holding insurance grew to almost 29 million
Finance minister launches Advisory Committee on Open Banking
Moving the date of implementation up by three months could benefit more than 24,000 people
Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes