An internal sale leaves sellers more confident because the buyer understands the business and is less likely to sue
Agency needs to ramp up efforts to handle the increase amount of information it is receiving about offshore accounts.
Benita Warmblod and Nick Zelnczuk switch roles
CPA Canada resources are part of an expanded Investor Education Fund website
Initiative in support of financial literacy
Interest rate returning to 1% in January
Investor Education Fund launches resources for teachers, parents and student
AUMA climb to $36.2 billion
Annual ranking of Canada’s wealthiest released
List reports increase in CFP numbers, more momentum for recognizing financial planning as a profession
Profit unchanged from Q2, revenues slip
The Financial Planning Foundation is now getting support from the Institut québécois de planification financiére
Private equity firms are going beyond HNW investors to focus on the mass affluent
Ombudsman announces measures to speed up complaints resolution
Perception driven by Bay Street’s smaller securities industry
Paper still the preferred method of regulators and clients alike
OmbudService for Life & Health Insurance will continue to handle complaints related to seg funds
Settlement resolves claims arising out of the sale and of residential mortgage-backed securities
Primerica Concert Funds to continue investment in AGF Funds
Many do not take advantage of easy strategies to manage debt
Majority of Canadians would make changes to life’s financial decisions, despite widespread satisfaction
Vehicles such as donor-advised funds can help clients give to small organizations over a period of time
Clients who route orders to MATCH Now marketplace on Nov. 21 will automatically contribute to the effort
Female books have more large clients, fewer small clients
Deal will add Asia to ICE’s current network of markets and clearing houses in the U.S., Canada, Brazil, the UK and Europe