Tax deadline extended to May 5
A human error at the CRA means that the tax filing deadline for advisors and their clients will now be on May 5 as opposed…
- By: Pablo Fuchs
- April 28, 2015 April 28, 2015
- 11:05
Latest news in Industry News
Ontario committee members named
Malcolm Heins to chair expert committee on the regulation of financial planning
- By: James Langton
- April 27, 2015 November 9, 2019
- 16:00
Aim higher on suitability
Panel discusses what regulators look for in assessing whether dealers have fulfilled suitability requirements
- By: Tessie Sanci
- April 27, 2015 April 27, 2015
- 14:50
Motion to overturn brokerage bankruptcy rejected
Casimir Capital trustee correct in allowing creditor vote
- By: James Langton
- April 27, 2015 April 27, 2015
- 11:40
Mackenzie announces renewable energy deal for Toronto office
Firms partners with Bullfrog Power
- By: James Langton
- April 27, 2015 April 27, 2015
- 09:35
Advisor recruiter wins wrongful dismissal suit
Manulife to pay recruiter more than $140,000 in damages
- By: James Langton
- April 24, 2015 February 15, 2018
- 15:00
Scotiabank launches Apple Watch app
Clients can use app to check account balance and their five most recent transactions
- By: Tessie Sanci
- April 24, 2015 April 24, 2015
- 09:15
Ontario budget: Mixed reactions from financial groups
Planners encouraged; Concerns over ORPP
- By: Tessie Sanci
- April 24, 2015 April 24, 2015
- 09:05
Life insurers report progress on sharing data, e-apps
Up-to-date information seen as key for MGA compliance
- By: Megan Harman
- April 24, 2015 April 24, 2015
- 06:50
Ontario budget: ORPP administrator announced
Province also looking for potential third-party service-delivery providers for pension
- By: Tessie Sanci
- April 23, 2015 April 23, 2015
- 17:00
Ontario budget: Regulating financial planning
Expert committee to provide key recommendations
- By: James Langton
- April 23, 2015 April 23, 2015
- 15:40
BMO InvestorLine clients can trade using CSE
Move gives BMO's discount brokerage clients access to emerging Canadian companies
- By: Tessie Sanci
- April 23, 2015 April 23, 2015
- 14:00
Higher TFSA limit in effect
The CRA has confirmed that Canadians can top up their TFSAs with the new $10,000 limit for 2015
- By: Rudy Mezzetta
- April 23, 2015 April 23, 2015
- 13:00
Former hacker headlines IIAC cybersecurity conference
Topics will include regulatory perspectives on cybersecurity and how to detect threats and minimize damage
- By: James Langton
- April 23, 2015 April 23, 2015
- 12:20
N.S. establishes CPA designation
Province introduces legislation for chartered professional accountants
- By: IE Staff
- April 22, 2015 April 22, 2015
- 14:00
N.S. Pension Benefits Act coming into effect
Regulations harmonized with requirements in other jurisdictions across Canada
- By: IE Staff
- April 22, 2015 April 22, 2015
- 11:40
Weaker customer relationships challenge retail banks
Customers are less engaged, creating opportunities for non-banks
- By: IE Staff
- April 22, 2015 April 22, 2015
- 10:25
Taxpayers warned of phishing scheme
Fraudulent communications claim to be from CRA
- By: James Langton
- April 22, 2015 April 22, 2015
- 09:10
Top court strikes down shareholder class action
Judgment sheds light on what constitutes a material change requiring disclosure
- By: James Langton
- April 21, 2015 April 21, 2015
- 08:30
Role of DC pension plans underestimated
Morneau Shepell chief actuary mounts a defense of DC pension plans
- By: IE Staff
- April 20, 2015 April 20, 2015
- 16:00
SIFMA, EU/U.S. trade associations call for regulatory coordination
Groups say TTIP should include a framework for financial services regulatory cooperation
- By: James Langton
- April 20, 2015 April 20, 2015
- 10:00
Ottawa invests in last of four vencap funds of funds
HarbourVest Canada Growth Fund will focus on the information and communication technology sector
- By: James Langton
- April 16, 2015 April 16, 2015
- 06:30
Immigrants make retirement savings a priority
After the initial costs of getting settled, immigrants have less than half of their savings left
- By: Tessie Sanci
- April 15, 2015 April 15, 2015
- 16:00
BMO, CFEE expand financial literacy program
Program provides resources for teachers and families to help start conversations about personal finances
- By: Tessie Sanci
- April 15, 2015 April 15, 2015
- 10:15
An opportunity for planners to give back
Volunteer financial coaches wanted in Toronto
- By: IE Staff
- April 15, 2015 April 15, 2015
- 08:40