CIRO takes over registration for firms, mutual fund reps in Ontario
The change has positive implications for reps who get terminated for an enforcement investigation, Ellen Bessner says
- By: Michelle Schriver
- March 12, 2025 June 20, 2025
- 17:02
The change has positive implications for reps who get terminated for an enforcement investigation, Ellen Bessner says
Report outlines CRA communication failures that resulted in wasted time, effort, from taxpayers
Net assets totalled $123 billion at year-end, up from $112.6 billion in 2023
Advisory firms offer differing access to crypto ETFs and mutual funds
Launch provides source of funds to supplement and diversify Canada's liquid foreign reserves
Manulife's AI strategy is to 'innovate locally, scale globally'
The changes are still causing 'confusion' during this tax season: Golombek
Failed fund manager still owes $4.7-million receivable to funds
A spokesman said the changes are not related to the bank's $13.5-billion acquisition of HSBC's Canadian operations
Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners
Robert Bard becomes head of Cardinal Point's wealth management operations in Montreal, following acquisition of Dorchester
CRA continues to 'assess its financial position,' committed to 'high-quality service': spokesperson
Move follows shareholder engagement by a coalition led by climate advocacy group
At the same time, the gender gap has narrowed in boardrooms
More Canadians may need to borrow to afford necessities in trade war
Only a quarter of Canadians who are likely eligible apply for the DTC
The bank said it has tripled its funding for renewable energy since 2019
Province projects 45,000 lost jobs by 2029
More than four in five Canadians support retaliatory tariffs, but they're unwilling to sacrifice investment returns
Premiers call U.S. tariffs 'wrong,' 'unjustified' and 'short-sighted
Preqin founder Mark O’Hare has also joined BlackRock as a vice-chair
Canadian Securities Institute will become the only course provider for mutual fund licensing
Both buyers and sellers should engage their own deal advisor, and ensure each focuses on their interests
Advisors say clients are most engaged during RRSP season, even if it's less hectic than in the past
The association has faced five claims in the past 14 months