But 50% of Canadians surveyed for a Natixis report believe an inheritance is an important part of retirement income and 45% expect to receive one
The firm’s aim to close the transaction later this month
The agreement will modify many of Canada's current tax treaties in order to counter profit shifting by multinationals
Natixis report finds that 58% of Canadian investors would fire their advisor if another one could provide better advice on the impact of taxes on…
There’s pressure on advisors’ AUM at some firms, which is impacting their compensation negatively and also often affecting advisors’ views of their dealers
The groups are aiming to develop a mechanism to help firms and advisors protect clients who may be victims of elder abuse or with diminished…
Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the…
The calculation was based on estimates of taxes that were assessed but not collected and on unreported income from the underground economy
A staggering percentage of Canadians would even dip into their savings or take on debt to complete these renovations
After-tax profit for NYSE members rose to almost US$4 billion
TD Direct Investing to be merged with Interactive Investor
But the costs of terminating a long-term administrative employee who had agreed to work for the buyer for at least six months after the sale…
The association expresses support for FSCO’s goals of treating consumers of insurance fairly and enabling innovation through fintech
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations…
The federal housing agency’s stepped up efforts were not triggered by Home Capital, but by a directive formally issued by Ottawa
As new research shows robo-advisors are gaining traction among clients, advisors should find ways to use these tools as well as provide the unique services…
The federal government says it is in line to collect more than $13 billion worth of taxes owing
Chinese companies on the rise
Jean-Guy Desjardins has now assumed the position of president while John Valentini and François Bourdon have been given expanded roles
If advisors charge investors directly, 24% of survey respondents say they would be less likely to use an advisor
Dividend to rise
Emerging financial technology needs oversight, particularly when it comes to protecting customers’ privacy and security
Corporate executives in Canada said that “more could be done” to help explain how the risk is priced
The firm was created late last year following the Front Street Capital and Aston Hill Financial merger