OneDigital makes first foray into Canada with PWL buy
The U.S. firm says it has 'long-term' plans here
- By: Alisha Hiyate
- January 23, 2025 April 10, 2025
- 17:03
Latest news in Industry News
Symbolic, not blanket retaliation appropriate in face of U.S. tariffs
2.4 million Canadian jobs exposed to potential U.S. tariffs
- By: Jonathan Got
- January 23, 2025 January 23, 2025
- 15:50
Immigration caps will decrease real GDP: PBO
GDP per capita will rise as population remains steady over the next three years
- By: Jonathan Got
- January 23, 2025 January 23, 2025
- 13:44
Tax reminder: Clients with short-term rental income must comply with rules or lose deductions
Non-compliance results in denial of expense deductions, raising taxable income
- By: Michelle Schriver
- January 22, 2025 April 10, 2025
- 15:25
Lack of transparency, accountability contributed to deficit: PBO
Auditor General took record-long 253 days to sign public accounts
- By: Jonathan Got
- January 22, 2025 January 22, 2025
- 15:12
Help clients 65 and older make the most of their tax returns
Here's a cheat sheet of helpful credits, benefits, deductions and expenses
- By: IE Staff
- January 21, 2025 January 22, 2025
- 16:16
Rising costs, debt obstacles to retirement savings: IG
Working Canadians save an average 12% of income for retirement, survey finds
- By: Jonathan Got
- January 21, 2025 January 21, 2025
- 15:03
Scotiabank leaves net-zero climate alliance, joining other major banks
RBC is still listed as a member of the alliance
- By: The Canadian Press
- January 20, 2025 January 20, 2025
- 17:51
TFSA account values hit all-time high in 2024: BMO
Canadians see value in seeking financial advice, survey finds
- By: Jonathan Got
- January 20, 2025 January 20, 2025
- 14:22
Four of Canada’s biggest banks leave climate alliance
Departures from the Net Zero Banking Alliance follow those of the six largest banks in the U.S.
- By: Ian Bickis, The Canadian Press
- January 20, 2025 January 20, 2025
- 10:23
Industry moves this week
TD speeds up CEO exit, announces board changes, plus moves at Optimist and Franklin Templeton
- By: Alisha Hiyate
- January 17, 2025 May 27, 2025
- 17:17
Taxpayers forced to bet on capital gains inclusion rate
Gambling on potential legislative outcomes undermines confidence in tax system, lawyers say
- By: Michelle Schriver
- January 17, 2025 January 17, 2025
- 16:23
Tech roundup: Financial planning software account for legislative uncertainty
Plus, other fintech platform news
- By: Jonathan Got
- January 17, 2025 January 17, 2025
- 16:11
BMO becomes first Canadian bank to withdraw from banking climate alliance
As of Friday, the other Big Six banks were still listed as members
- By: Ian Bickis, The Canadian Press
- January 17, 2025 January 17, 2025
- 15:40
TD Bank moves up incoming CEO’s start date, cuts bonuses for 41 execs
The bank says it cut the bonuses to reflect the seriousness of its anti-money laundering failures
- By: Ian Bickis, The Canadian Press
- January 17, 2025 January 17, 2025
- 10:12
Conservatives would axe proposed capital gains tax changes: Poilievre
Policy uncertainty takes toll on taxpayers
- By: Michelle Schriver
- January 16, 2025 January 16, 2025
- 12:28
OTPP board faces class action from own members over FTX investments
Pension fund lost US$95 million in crypto exchange collapse
- By: Michael McKiernan
- January 15, 2025 January 15, 2025
- 14:19
Deadline nears to repay 2024 interest on prescribed-rate loans
Why clients must avoid late payment, consider current loan structure
- By: Michelle Schriver
- January 13, 2025 January 13, 2025
- 15:33
U.S. elimination of WEP is good news for cross-border pensioners
Eligible Canadians with a U.S. work history will get their social security benefits restored
- By: Michelle Schriver
- January 10, 2025 January 10, 2025
- 16:51
Industry moves this week
Harvest ETFs brings on new talent; industry marks passing of Richardson Wealth vice-chair and former CIBC CEO
- By: Alisha Hiyate
- January 10, 2025 January 10, 2025
- 16:24
7 housing-related tax savings for 2024 filing season
As interest rate cuts spur the housing market, there are a myriad of tax credits Canadians and incentives can access
- By: Jonathan Got
- January 10, 2025 January 10, 2025
- 14:29
Opinion: ‘Flynancial’ advisor ad is a reminder of how title protection falls short
Clients expect advisors to offer advice competently and to their advantage
- By: Michelle Schriver
- January 10, 2025 January 10, 2025
- 11:10
Big banks’ foreign success brings added risk too
Growth of banks' foreign operations raises vulnerabilities: BoC paper
- By: James Langton
- January 10, 2025 January 10, 2025
- 09:57
FP Canada names top performers of latest CFP exam
October sitting had 399 candidates
- By: IE Staff
- January 9, 2025 January 9, 2025
- 16:00
CPP ‘money-back guarantee’ for early death could eliminate breakeven bias
A death benefit of missed-out CPP payments also makes pension system more equitable
- By: Jonathan Got
- January 9, 2025 January 9, 2025
- 15:55