What clients need to know about employee ownership trusts
Business owners should compare EOTs with other exit options
- By: Jonathan Got
- April 5, 2024 April 5, 2024
- 16:24
Latest news in Industry News
How much big four insurance CEOs made in 2023
The top executives all exceeded their annual incentive targets
- By: Jonathan Got
- April 5, 2024 April 5, 2024
- 14:44
SEC pauses climate rule amid legal challenges
The rule is pending review in the U.S. Court of Appeals for the Eighth Circuit
- By: Suman Naishadham, Associated Press
- April 5, 2024 April 5, 2024
- 12:03
Laurentian sells retail brokerage to iA Financial
Deal includes 16,000 accounts, $2 billion in assets, 30 advisors
- By: James Langton
- April 4, 2024 April 4, 2024
- 17:26
FP Canada names top scorers on latest QAFP exam
Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma
- By: IE Staff
- April 4, 2024 April 4, 2024
- 16:56
Advocis settles with SeeWhy over non-payment of study materials
Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says
- By: Michelle Schriver
- April 4, 2024 April 4, 2024
- 15:40
RBC becomes bigger bank, and bigger target, as it closes HSBC Canada deal
The bank is now worth about $193 billion — about $50 billion ahead of TD Bank
- By: Ian Bickis, The Canadian Press
- April 4, 2024 April 4, 2024
- 15:20
Manitoba to claw back basic personal amount above $200K
Province also extends gas tax cut by three months, doubles the fertility tax credit and changes property taxes
- By: Steve Lambert, IE Staff
- April 2, 2024 April 10, 2025
- 16:34
Canadian pensions strengthened solvency in Q1: Mercer
Improvements were due to strong equity performance and interest rate increases
- By: Jonathan Got
- April 2, 2024 April 2, 2024
- 11:58
Underused housing tax not meant to generate extra tax revenue, CRA says
Agency has spent more administering the UHT than it has assessed so far
- By: Rudy Mezzetta
- March 29, 2024 March 29, 2024
- 13:13
CRA exempts bare trusts from reporting requirements for 2023
Filing is required only if directly requested by the Canada Revenue Agency
- By: Rudy Mezzetta
- March 28, 2024 March 28, 2024
- 15:11
Cautious optimism for federal plan to let rent count toward credit scores
Canadian Bankers Association said it will assess the new policy when revealed
- By: Ian Bickis, The Canadian Press
- March 28, 2024 March 28, 2024
- 14:32
New advocacy org for investment dealers launches
CEO is former managing director of IIAC
- By: IE Staff
- March 28, 2024 March 28, 2024
- 12:47
Firms face flood of requests for home office expense forms
Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says
- By: Rudy Mezzetta
- March 27, 2024 March 29, 2024
- 11:36
Ontario expands vacant home, foreign speculation tax regimes
Province will encourage municipalities to set higher VHT rate for foreign-owned homes
- By: Rudy Mezzetta
- March 26, 2024 March 26, 2024
- 16:03
Fairstone Bank, Home Trust to merge
Combined company will have more than two million customers with more than 250 branches
- By: Ian Bickis, The Canadian Press
- March 26, 2024 March 27, 2024
- 12:31
Defer your pension to age 72? Quebecers now have the option
Quebec retirees can receive up to 59% more in QPP under recent changes
- By: Rudy Mezzetta
- March 26, 2024 April 10, 2025
- 09:00
FSRA approves another credential for FP title use
Regulator has now accepted six credentials for "financial planner"
- By: IE Staff
- March 22, 2024 March 22, 2024
- 15:06
Julie Martini sues Advocis for constructive and wrongful dismissal
The claim is the third against the national financial advisors association in recent months
- By: Michelle Schriver
- March 22, 2024 March 22, 2024
- 10:54
We know we need tax reform, but can’t agree how to do it
Tax reform could mean easier access to benefits, provide a boost to productivity
- By: Jonathan Got
- March 22, 2024 March 21, 2024
- 10:00
Competition Bureau recommends open banking to bolster competition
Bureau also suggested allowing uninsured mortgage borrowers to switch banks without undergoing a stress test
- By: Sammy Hudes, The Canadian Press
- March 22, 2024 March 22, 2024
- 09:13
BoC expects quantitative tightening to end in 2025, deputy governor says
Deputy governor Toni Gravelle gave a speech Thursday on the central bank's balance sheet plans
- By: The Canadian Press
- March 21, 2024 March 21, 2024
- 14:55
RBC to convert HSBC locations once takeover closes
Branches and offices being converted into RBC locations will reopen on April 1
- By: Tara Deschamps, The Canadian Press
- March 21, 2024 March 21, 2024
- 14:44
BMO to begin racial equity audit this year
And all Big Six banks that pledged to increase the number of Black board members have done so
- By: Melissa Shin
- March 21, 2024 March 21, 2024
- 14:35
Saskatchewan pre-election budget pitches record spending, $273M deficit
No tax hikes were announced
- By: Jeremy Simes, The Canadian Press
- March 20, 2024 March 20, 2024
- 17:00