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Sheila Murray to retire from CI Financial in March

In addition to his current role as CEO, Peter Anderson will be appointed president of CI

  • By: IE Staff
  • December 10, 2018 January 6, 2019
  • 16:00
Queen's Park, Ontario legislature, exterior

Ontario decision a win for private corporations

The provincial government’s November announcement that it will not match the feds’ taxation of private corporations may result in big tax savings for small companies

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Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

Businessman with yellow insurance umbrella looking over city

Insurers turn to tech as broker’s role in doubt: KPMG

An industry survey finds the regulatory burden is a top concern

  • By: IE Staff
  • December 7, 2018 December 25, 2018
  • 13:47
Downtown Calgary with River skyline`

Mawer to remain independent

Calgary-based investment manager concludes strategic review

  • By: IE Staff
  • December 7, 2018 January 11, 2019
  • 11:45

TME Savings now a division of Alterna Savings

Ontario credit unions close their merger agreement

  • By: IE Staff
  • December 6, 2018 December 25, 2018
  • 14:40
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Co-operators hires chief digital and marketing officer

Emmie Fukuchi joins the financial co-operative from Great-West Lifeco

  • By: IE Staff
  • December 6, 2018 January 6, 2019
  • 11:15
Team of diverse businesswomen

RBC DS aims to recruit more women advisors

Video campaign seeks to dispel myths, focuses on flexibility and autonomy

  • By: IE Staff
  • December 6, 2018 December 25, 2018
  • 10:50
skyscrapers in Manhattan at sunset, New York City

Canaccord Genuity makes strategic investment in Family Office Networks

Partnership will help dealer meet the growing needs of global family offices

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National Bank raises quarterly dividend

Q4 profit up 8% from last year to $566 million, wealth management net income up 14%

Nasdaq acquires financial data provider Quandl

The exchange operator plans to combine the Toronto-based firm with its existing analytics hub business

BMO signage in Indianapolis

BMO reports surge in Q4 net income

Strong quarterly results prompt bank to hike dividend

Toronto downtown with new streetcar

Success continues for Toronto’s financial sector

The concentration of financial services employment in Toronto ranks higher London and New York

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New TD Wealth program focused on health-care practitioners

The new service fits with the bank’s aim to serve HNW clients

mature couple with young financial advisor

Canaccord Genuity unveils new branding

The new visual identity comes as the company has substantially increased the scale of its global wealth management operations

  • By: IE Staff
  • December 3, 2018 December 25, 2018
  • 17:00
Montreal downtown skyscrapers in winter

Jarislowsky Fraser shuffles leadership

Maxime Ménard succeeds Pierre Lapointe as president

  • By: IE Staff
  • December 3, 2018 January 6, 2019
  • 16:30
Washington DC skyline with Monument Capitol and Abraham Lincoln memorial

IIAC seeks relief from “unintended consequences” of U.S. tax rule changes

Canadian firms could face onerous withholding and backup reporting requirements

Quebec National Assembly exterior

CLHIA urges Quebec to ban speculative trading in life insurance

Seniors are an ideal target for groups specialized in life settlements

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Canada, U.S. and Mexico establish financial regulatory forum

The new group will examine cross-border regulatory issues in the financial sector

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Tangerine names new president and CEO

Gillian Riley succeeds Brenda Rideout at Scotiabank’s digital banking arm

  • By: IE Staff
  • November 30, 2018 January 6, 2019
  • 10:45
Bank of Nova Scotia, Toronto, On

Scotiabank appoints global banking and markets business leads

Dieter Jentsch announces retirement from bank

  • By: IE Staff
  • November 30, 2018 December 25, 2018
  • 10:30
Office buildings in Toronto’s financial district

TD, CIBC get boost from U.S. operations

Both banks report Q4 2018 net income increases of roughly 9%

Piggybank and calculatar with asset allocation pie chart

New index measures Canadians’ financial confidence

Investors who receive professional advice are both more confident and less anxious

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Ontario caisse members vote in favour of merger

Desjardins Ontario Credit Union will officially open on Jan. 1, 2020

  • By: IE Staff
  • November 29, 2018 December 25, 2018
  • 14:25
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Great-West Life, London Life and Canada Life appoint senior customer executives

Brad Fedorchuk and Paul Orlander will report to Jeff Macoun, president and COO

  • By: IE Staff
  • November 29, 2018 December 25, 2018
  • 10:45