The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most…
Provincial difference of opinion on a new standard for advisors does not presage a divided co-operative securities regulator
The two banks have more than doubled the fintech firm’s debt facility to $125 million from its previous level of $50 million
Qtrade will provide the credit union and its subsidiary access to its full-service platform for investment services
The bank joins as a sustaining member while its brokerage arm, CIBC Wood Gundy, will be identified as an associate member
Quebec woman pled guilty to counselling 13 taxpayers to try to reduce or eliminate their income taxes by claiming improper expense reductions
Christiane Bergevin, Dr. Milton McClaren and Joe Oliver will decide this year’s winner; nominations are being accepted until May 31
The well-known Montreal-based brokerage firm will continue to operate under the 3Macs brand as a division of Raymond James following the closing of the deal
Rising unemployment in Alberta and other oil-dependent provinces is leading to higher writeoffs in one bank’s credit card portfolio
Regulatory change is not only the biggest trend in the financial services business, but also presents one of the biggest challenges for advisors, survey finds
Conrad Toner, founder of True North Retirement Counsel in Peterbrough, Ont., honoured
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising…
The technological arms race among high-frequency traders has raised costs and curbed profits in the industry
A diagram and brief explanation will help advisors describe the rules surrounding investors’ eligibility for the OM prospectus exemption in each province and territory
Insurance representatives who spoke at the CIFPs conference last week recommend that you need to open with your insurer to get all the possible help…
Industry-owned co-operative committed to helping customers fight against cyber-attacks
The new service is intended for advisors who have clients with smaller accounts they want to keep on, but don’t meet minimum account requirements
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of…
Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to…
The launch of BMO SmartFolio will lead startups to up their games and traditional firms to launch similar services
The study will examine how innovation is affecting the way consumers and businesses use financial products and services
By comparison, its 2015 rate of return was 18.3% and the 2014 rate of return was 16.1%
Life expectancy among both males and females rose in the 2010-12 period compared with the 2009-11 period, according to new data
The bank will work with 23 start-ups by providing mentorship and business development support to help them develop a working prototype