Why holding index funds within a life insurance policy can be tax-efficient
Permanent insurance also has a host of other tax benefits
- By: Mary Hagerman
- June 11, 2024 June 6, 2024
- 13:00
Latest news in Industry News
Feds offer few carveouts to capital gains inclusion rate hike
June 25 is indeed the date that the hike will take place
- By: Rudy Mezzetta
- June 10, 2024 July 10, 2024
- 16:54
CSI updates exam cancellation policy
To avoid a fee, 31 days’ notice will be required
- By: Michelle Schriver
- June 10, 2024 June 10, 2024
- 11:47
New centre to track Indigenous data on businesses, land and resources
Initiative fulfils a call to action from the National Indigenous Economic Strategy released in 2022
- By: Alessia Passafiume, The Canadian Press
- June 7, 2024 June 7, 2024
- 09:02
IE’s Calendar of Industry Events
Helping advisors find opportunities for accredited continuing education
- By: IE Staff
- June 7, 2024 June 7, 2024
- 09:00
Canaccord’s wealth management earnings set records
Division was a bright spot as annual revenue fell by 2.1%
- By: Noushin Ziafati
- June 6, 2024 June 6, 2024
- 14:11
What BoC rate cut means for mortgages, consumer loans, investments
Most banks lowered their prime rates to 6.95% following the announcement
- By: Ian Bickis, The Canadian Press
- June 5, 2024 June 5, 2024
- 16:31
Trusts holding GICs must file an annual tax return, CRA says
Trusts holding GICs would not qualify for a filing exemption available to low-value trusts
- By: Rudy Mezzetta
- June 5, 2024 July 10, 2024
- 13:33
U.S. exchange rival planned
New exchange venture raises US$120 million to finance launch
- By: James Langton
- June 5, 2024 June 5, 2024
- 13:09
Women in Capital Markets changing name to VersaFi
The advocacy group says the new name comes at a time of increasingly difficult headwinds for women in the finance sector
- By: The Canadian Press
- June 4, 2024 June 4, 2024
- 09:57
Ready on camera one?
In an increasingly online world, present yourself on video like a pro
- By: Allan Janssen
- June 3, 2024 June 3, 2024
- 09:38
Laurentian Bank launches strategic plan after $117.5M loss
The plan hopes to position the company as an alternative bank
- By: Tara Deschamps, The Canadian Press, IE Staff
- May 31, 2024 May 31, 2024
- 16:20
Claims for anti-obesity medication on the rise: Manulife
Claims for substance abuse and mental health issues also increasing
- By: Jonathan Got
- May 31, 2024 May 31, 2024
- 13:28
T+1 transition a success
The proof is that next-day settlement went largely unnoticed this week
- By: Melissa Shin
- May 31, 2024 May 31, 2024
- 12:14
RBC reports Q2 profit up, raises dividend after closing HSBC deal
The results put RBC as the best banking performer of the quarter: analyst
- By: Ian Bickis, The Canadian Press
- May 30, 2024 July 10, 2024
- 09:32
CIBC reports Q2 profit of $1.75 billion as credit picture improves
The bank's Canadian commercial banking and wealth management business earned $456 million in Q2
- By: Ian Bickis, The Canadian Press
- May 30, 2024 May 30, 2024
- 09:26
Regulators eager for responses to sustainability disclosure consultation
Comments on the Canadian Sustainability Disclosure Standards are due June 10
- By: Melissa Shin
- May 29, 2024 May 30, 2024
- 12:44
Inflation pressures keeping Fed rate cuts on pause
Key reason for the delay in cuts is lingering effects of the pandemic
- By: Christopher Rugaber, The Associated Press
- May 29, 2024 May 29, 2024
- 12:07
BMO Financial Group reports $1.87B Q2 profit
Raises quarterly dividend to $1.55 per share, up four cents
- By: Ian Bickis, The Canadian Press
- May 29, 2024 May 29, 2024
- 11:53
National Bank of Canada earns $906M Q2 profit
Montreal-based bank raises quarterly dividend to $1.10 per share, an increase of four cents
- By: The Canadian Press
- May 29, 2024 May 29, 2024
- 11:46
Private equity firm buys maker of hockey rink boards
Reichmann Segal Capital Partners says it plans to invest in new product development and expansion
- By: The Canadian Press
- May 28, 2024 May 28, 2024
- 15:25
More Canadians making only minimum payment on credit cards: TransUnion
Cost-of-living crisis and higher interest rates eat into household budgets
- By: Ritika Dubey, The Canadian Press
- May 28, 2024 May 28, 2024
- 11:40
Scotiabank profits slip amid rising strain in auto loans, mortgages
Despite challenges, overall revenue grew
- By: Ian Bickis, The Canadian Press
- May 28, 2024 July 10, 2024
- 11:29
CRA announces prescribed rate for Q3
Agency confirms the interest rate Canadians must pay on overdue tax will drop to 9%
- By: Rudy Mezzetta
- May 28, 2024 May 28, 2024
- 11:10
Wedding bells — or alarm bells?
What to do when you suspect an elderly client is being manipulated in a late-life relationship
- By: Allan Janssen
- May 27, 2024 May 27, 2024
- 15:32