Steven Donald, president of Assante Wealth Management (Canada) Ltd., talks about the strategic changes that fueled Assante’s improvement in 32 out of 34 categories in…
Limitation Act harmonizes regime with other provinces
In regretfully dismissing a taxpayer’s request to extend a deadline, the Tax Court of Canada commented on lack of simple fairness
The benefits of the new rules have been largely enjoyed by “lit” exchanges and high frequency traders
The new requirements come after U.S. prosecutors bring charges against virtual currency firm Liberty Reserve
New retail trade name splits marketing from investment management
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, asserts that this year’s federal budget left many strategies still intact…
Draft legislation would allow banks to negotiate individual closing agreements with the U.S. Dept. of Justice
The most common claims relate to a lack of due diligence by the advisor
A lump sum paid to satisfy a court order for retroactive support is deductible, the Tax Court of Canada has ruled
Advisors could face steep costs resulting from the loss of sensitive client information
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation,…
Professional body needed to uphold financial planning standards, says FPSC chief
A recent decision from the Supreme Court of British Columbia strikes a balance between client privacy and excessive burdens for insurers and their agents
Advisors can help clients understand what retirement income looks like
The costs would sink many small dealers, and advisors would be more vulnerable to lawsuits, lawyer says
Policy paper sets out key areas where, deeper co-ordination between U.S. and European regulators is needed
Focus the retirement planning conversation on four keys areas
Investors and creditors, not insured depositors, would bear the cost of a bank “bail-in” recapitalization plan
Four signals that a client may be involved in money laundering
Winners of the competition will receive a trip to FPA Experience in Orlando
A recent test case from the Federal Court says the CRA can’t use delayed assessments to discourage the use of tax shelters it doesn’t like
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including:…
Court rules RBC was better placed to suspect fraud
Tony Mahabir re-elected as chairman of the board