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Clearing the way for longevity insurance

Report recommends governments change tax rules and stress guaranteed lifetime income

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Holt Fintech Accelerator welcomes 13 startup teams to Montreal

Among the finalists are services that aim to improve advisors’ practices and relationships with clients

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New Wealthsimple feature allows clients to save or invest their spare change

Automatic service works with most Canadian credit and debit cards

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Investment industry has learned from the financial crisis: survey

Despite improvements in risk management, many CFA Montreal members expect a new crisis to emerge by 2021

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Toronto well-positioned as hub for sustainable finance: report

The Canadian financial sector has all the ingredients to accelerate and benefit from this capital-intensive transition to a low-carbon sustainable economy

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Insurance OmbudService makes western expansion a priority

Insurers are becoming more diligent of informing consumers about the dispute resolution service

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Making a move to independence

Elie Nour left Manulfe Securities to start investment dealer Nour Private Wealth

space shuttle and space station in space

Tax court rules 2009 space trip was a taxable benefit

At issue was the $41.8-million price tag for a trip Cirque du Soleil’s founder Guy Laliberté had been reimbursed for as a business expense

businessman in a desk with financial advisor nameplate

IFIC proposes four titles for advisors

The mutual fund industry trade group support’s the CSA’s proposed ban on titles that are based on sales activity

IG Wealth Management corporate logo

Investors Group rebranding

IG Wealth Management name aims to reflect firm’s approach to achieving financial well‑being

smart phone running a trading or forex app with charts and data

Discount brokerage clients underwhelmed with mobile investing

Millennials represent both a business risk and an opportunity

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Desjardins partners with fintech to boost online brokerage platform

The partnership with Hardbacon gives self-directed clients access to stock and portfolio analysis tools

Toronto skyline from center island

Canadian financial centres less competitive

Rankings for four Canadian cities fell in GFCI 24

female high school teacher taking class

More students learning about careers in finance

Bay Street Deconstructed aims to educate the the next generation and encourage more diversity in the financial industry

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Sun Life introduces rewards program

Platform tracks, measures and motivates clients to achieve financial security and live healthier

Marche Bonsecours, Montreal

Fiera Capital names Donald LeCavalier as global chief financial officer

John Valentini appointed president and CEO of the firm’s private investments

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DIY investors will be able to build their own financial plans

TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.

Leadership corporate hierarchy recruiter team leader employee selection new job

Warren Thomson to retire from Manulife

Scott Hartz promoted to chief investment officer

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Court dismisses advisor negligence lawsuit

Clients’ portfolio would have performed better if they’d followed their advisor’s advice

Protecting employees selecting personnel human resources businessman promotion selection new job

Forstrong announces executive appointment

Robert Duncan name senior vice president, institutional strategy

CARP calls for feds to designate OBSI “single, binding dispute resolution body”

Bank of Nova Scotia will be withdrawing from the service in favour of a for-profit-alternative

Judge gavel, scales of justice and law books in court

Ontario appeal court certifies class action against Sun Life

The court certified the class action for claims of breach of contract and fraudulent concealment

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Raymond James, BCU Wealth Management announce partnership

BCU advisors gain access to the Raymond James wealth-management platform

paper with words anti-money laundering

Proposed changes to AML regulations pose challenges for securities industry: IIAC

Letter spells out IIAC’s concerns with proposals dealing with virtual currencies

closeup of on table in empty corporate conference room

IFIC announces board of directors for 2018-2019

Investment funds industry group highlights milestones in Year in Review

  • By: IE Staff
  • September 7, 2018 September 7, 2018
  • 13:12