Ontario accountants unite under CPA designation
Unification agreement brings together 80,000 designated accountants
- By: IE Staff
- June 23, 2014 June 23, 2014
- 15:30
Latest news in Industry News
Natixis announces new Canadian business expansion
Efforts will initially focus on institutional markets in Ontario and Quebec
- By: IE Staff
- June 23, 2014 June 23, 2014
- 15:00
Canada’s financial services industry at a glance
Org chart outlines key groups that drive financial services in Canada and how they work together
- By: IE Staff
- June 23, 2014 June 23, 2014
- 13:35
Genstar to acquire Asset International
Private equity firm buy financial data and research firm
- By: James Langton
- June 23, 2014 June 23, 2014
- 13:10
Video better than text in boosting financial literacy
Educational programs that engage the user emotionally or physically are key for making gains in financial literacy, study suggests
- By: James Langton
- June 23, 2014 June 23, 2014
- 10:00
Canadians wary of income tax security even before Heartbleed bug hit: report
80 per cent of all returns received were filed electronically, CRA says
- By: Dean Beeby
- June 23, 2014 June 23, 2014
- 07:00
Dismissed advisor must repay transition loan, court rules
Counterclaim for damages headed to trial
- By: James Langton
- June 20, 2014 June 20, 2014
- 12:00
Younger advisors build business with mobile devices
The under 45-year-old crowd employ smartphones and tablets more than their older colleagues
- By: Clare O’Hara
- June 20, 2014 October 21, 2019
- 10:00
U.S. announces revised tax amnesty program
The revisions to the program are good news for Americans living in Canada
- By: Rudy Mezzetta
- June 19, 2014 June 19, 2014
- 15:30
2014 Catalyst Canada honours champions announced
OSC’s Howard Weston to receive special recognition
- By: James Langton
- June 19, 2014 June 19, 2014
- 14:30
STEP Canada to launch new certificate program
Certificate in Estate and Trust Administration designed for support staff
- By: Rudy Mezzetta
- June 19, 2014 June 19, 2014
- 10:30
Canadians concerned about retirement savings, but lack investment knowledge
Investors turning to financial advisors to help them rethink risk
- By: IE Staff
- June 19, 2014 June 19, 2014
- 09:10
Demand for digital capabilities rises among HNW
Clients are looking for digital capabilities including access of portfolio information, research data and searching for products and services
- By: Clare O’Hara
- June 19, 2014 June 19, 2014
- 07:20
Great-West Life, Qtrade forge alliance
GWL will hire nine new IIROC-licensed advisors to assist current GWL and London Life advisors
- June 18, 2014 June 18, 2014
- 15:50
3Macs, Desjardins Securities reach collaboration agreement
Acquisition of three Ontario branches by 3Macs translates into new opportunities for both businesses
- By: Clare O’Hara
- June 18, 2014 June 18, 2014
- 15:10
Canaccord Genuity to be added to S&P/TSX Composite
The firm will also be added to two other S&P/TSX indices
- By: IE Staff
- June 18, 2014 June 18, 2014
- 15:00
HNW wealth levels reach another record high: report
Confidence in wealth management industry climbs, but firms have more to do to meet HNWI needs
- By: IE Staff
- June 18, 2014 June 18, 2014
- 13:00
Same-sex couples continue to face financial hurdles
Intestacy rules in several provinces do not provide for same-sex partners
- By: Megan Harman
- June 18, 2014 June 18, 2014
- 12:45
Spruce Credit Union wins at the Federal Court of Appeal
Tax decision affects 40 other B.C. credit unions
- By: Patricia Chisholm
- June 18, 2014 June 18, 2014
- 10:20
Forgiven loan leaves retired advisor with taxes owing
The advisor was not made aware by his firm that the retirement of the loan would create a taxable benefit
- By: James Langton
- June 18, 2014 June 18, 2014
- 09:45
Change to trust rules creates possible pitfall for new Canadians
The proposed elimination of the immigrant trust exemption has implications for new immigrants to Canada
- By: Rudy Mezzetta
- June 17, 2014 June 17, 2014
- 16:00
Feds consult on national strategy for financial literacy
First phase of consultations will focus on seniors
- By: IE Staff
- June 17, 2014 June 17, 2014
- 14:00
Tax decisions send a message: be reasonable
Recent judgments indicate that, while the CRA must be fair, taxpayers should temper their expectations
- By: Patricia Chisholm
- June 17, 2014 June 17, 2014
- 12:55
New IRS voluntary disclosure program coming soon
Relief expected for U.S. citizens living in Canada
- By: Rudy Mezzetta
- June 16, 2014 June 16, 2014
- 15:50