Timothée Bessette helped or advised individuals file income tax returns, or request a reassessment, using the distinction between a “natural” person and a “legal” person
Most Canadians aged 35-54 say everyday expenses prevent them from saving
Scott Greenberg, motivational speaker, Jump Start Performance, explains how advisors can forge stronger relationships with clients by understanding their emotional mindset.
A new bill from the provincial government is being characterized as the first major overhaul of provincial legislation governing credit unions in Alberta in 30…
Beyond the growing direct impact the sector is having, it also serves as a catalyst for growth in other areas of the economy, a new…
It’s just as important advisors choose the right clients to work with as it is that individual investors choose the right financial professionals
The bank was among many others honored earlier this week for their commitment to lead and drive innovation in fintech
Insurance and financial services professionals will be able to collaborate with IT experts and investors at Cookhouse Lab on developing customer-focused insurance technology
FINRA Foundation accepting nominations for Ketchum Prize
InvisorGPS allows investors to set short- and long-term goals; identify how long it will take to reach these goals; and track their progress, among other…
Aequitas had alleged that TMX Group was using its dominant market position to maintain control over the pricing of market data
Utility now supports derivatives trade reporting for all provinces and territories
Robert Webb sued the investment arms at his former bank, alleging that he received bad advice on how to deal with his pension upon leaving…
Guides focus on the opportunity advisors have to strengthen relationships with clients and how to deal with clients’ questions on performance and costs
The top 1% of taxfilers living in Ontario boasted the highest average income of $487,100 in 2014
Natixis Global Asset Management Canada and Picton Mahoney Asset Management have officially joined the organization, IFIC announced on Monday
The two organizations have launched a series of four videos on both their websites that advisors could use to educate their clients
Technology could be used to prospect for clients and provide basic advice while advisors could step in and provide a greater holistic picture to clients
Activities aim to inspire Canadians to take positive planning action toward financial and emotional well-being
In addition to welcoming four new directors, the organization has elected Eric Léveillé, most recently vice chairman and treasurer, as its new chairman
Marian Lawson and Steve Banquier were presented with WCM Awards for Leadership while Eilen Jurczak was given the WCM Rising Star Award
Pierre Lortie, senior business advisor, Dentons Canada LLP, says evidence suggests retail investors will resist paying upfront fees for advice, leaving them at risk of…
Although some small and mid-sized firms have also been profitable, they have had to control costs by adopting technology and by altering their payout grids
In a major shift from historical norms, Asia outpaced North America in fintech funding during Q3, report finds
Discussion on fintech can no longer revolve around making a choice between digital tools and the relationships that firms and advisors have with clients