CIBC tax experts Jamie Golombek and Debbie Pearl-Weinberg highlight some major actions that certain clients could consider taking in the near term
The Canada Revenue Agency recently decided to defer application of the “advantage rules” by one year
Sian Burgess, senior vice-president, fund oversight, Fidelity Investments Canada ULC, discusses international regulatory reforms in Europe, the United Kingdom and the United States. She spoke…
CFO Brad Kotush will assume departing Greg Parker’s responsibilities
In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and…
Judy Goldring, executive vice president and chief operating officer, AGF Management Ltd., discusses disruption in the mutual fund industry and the need for advisors to…
Shareholders are increasingly pushing back on excessive executive compensation
Life and health coverage continues to grow
A shortage of talent and skills in technology is impacting the effectiveness of firms’ risk-management efforts
The group will help clients take advantage of the new technology’s potential
The existing infrastructure for processing fund trades in Sweden is largely a manual, paper-driven process
Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies
There’s great trust in advisors as more than half of investors surveyed said they would follow their advisors if they switched firms
The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements
Name change represents final stage of management-led buyout of diversified assets business of SAM
They also favor a ban or sunsetting of unequal voting rights
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
The clinic will provide legal help to investors that may have suffered losses due to misconduct
Website error exposed customers’ personal information including names, birthdates and phone numbers
Study finds older business owners failing to take steps to boost value of their businesses
Breton Hill’s investment process will continue to be led by co-founder Ray Carroll
The breached data may have included names, addresses, social insurance numbers and in some cases credit card numbers
More than half of Canadian parents are supporting their adult children financially
OLHI’s annual report notes that the organization is pursuing changes to the way complaints about independent agents are handled
Study finds young adults are more likely to start investing than older non-investors