Industry moves: Dave Kelly takes on new COO role with Richardson Wealth
Plus, new head of Fiera Canada, and IG Wealth focuses on recruitment
- By: Katie Keir
- January 9, 2024 January 9, 2024
- 16:43
Latest news in Industry News
Bank CEOs expect further loan-loss provisions and pressure on lending in 2024
Markets may be overly optimistic that central banks will lower rates this year
- By: Ian Bickis, The Canadian Press
- January 9, 2024 January 9, 2024
- 15:09
Big banks’ ‘sustainable finance’ label misleading, investor group alleges
Banks not backing up their claims with data, says securities complaint filed with OSC and AMF
- By: Ian Bickis, The Canadian Press
- January 9, 2024 January 9, 2024
- 08:42
Industry asks feds to extend UHT filing exemption
Proposed exemption from filing the underused housing tax return would only apply for 2023 onward, not 2022
- By: Rudy Mezzetta
- January 4, 2024 January 4, 2024
- 17:00
Interest rate cuts could arrive with spring: Deloitte
The firm's economic outlook predicts stagnant growth during the year's first half
- By: Rosa Saba, The Canadian Press
- January 4, 2024 January 4, 2024
- 13:38
Liberal tax promise tracker, winter break edition
Another look at the status of major tax proposals from the Trudeau government
- By: Melissa Shin
- January 3, 2024 January 3, 2024
- 16:10
Monex Group to buy majority stake in 3iQ
3iQ will have a global footprint with distribution outside of Canada
- By: Jonathan Got
- January 3, 2024 January 3, 2024
- 13:26
Great West Lifeco closes Putnam Investments sale to Franklin Templeton
The deal includes a partnership that will see Great-West Lifeco distribute Franklin Templeton products
- By: The Canadian Press
- January 2, 2024 January 2, 2024
- 14:45
Here are the changes to CPP deductions starting in 2024
The CPP now includes a new, second earnings ceiling
- By: Ritika Dubey, The Canadian Press
- January 2, 2024 January 2, 2024
- 12:19
Brokerage app Webull launches in Canada
Discount brokerage offers Canadian and U.S. equities
- By: Jonathan Got
- January 2, 2024 January 4, 2024
- 09:00
Key tax measures that took effect Jan. 1
Tax on share buybacks, employee ownership trusts and new family biz transfer rules became effective New Year's Day
- By: Rudy Mezzetta
- January 2, 2024 January 2, 2024
- 08:00
Banking changes to look out for in 2024
Open banking, binding resolution for OBSI are among issues to watch
- By: Ian Bickis, The Canadian Press
- December 29, 2023 December 29, 2023
- 10:50
Five things to watch for in Canadian business in 2024
Households, companies face a challenging economic environment
- By: Craig Wong, The Canadian Press, The Canadian Press
- December 28, 2023 December 28, 2023
- 15:55
Federal government posts $15B deficit between April and October
Public debt charges were up 38% compared to the same period last year
- By: The Canadian Press
- December 22, 2023 December 22, 2023
- 11:27
RBC’s takeover of HSBC Canada means less competition on mortgage rates: expert
The finance minister approved the transaction, with conditions
- By: Sammy Hudes, The Canadian Press
- December 22, 2023 December 22, 2023
- 09:14
CRA has assessed $30M in underused housing tax to date
Fewer than 2% of UHT returns have involved tax owing
- By: Rudy Mezzetta
- December 20, 2023 April 10, 2025
- 13:05
Aon to acquire NFP in major brokerage merger
NFP had recently expanded its wealth management capabilities
- By: Philip Porado
- December 20, 2023 December 20, 2023
- 11:26
IRS to waive penalties for people owing back taxes for 2020, 2021
The relief could be good news for U.S. persons in Canada
- By: Fatima Hussein, The Associated Press, IE Staff
- December 20, 2023 December 20, 2023
- 09:42
ISS seeks board diversity boost for Canadian companies
New proxy voting policy in effect for 2024 annual meetings
- By: James Langton
- December 19, 2023 December 19, 2023
- 13:01
FP Canada announces CFP exam results for October
The sitting was the largest this year, with more in-person candidates
- By: IE Staff
- December 19, 2023 December 19, 2023
- 12:27
TD’s racial equity audit a significant first step, but incomplete: shareholder
The B.C. union that requested the audit says it hopes to see further analysis
- By: Melissa Shin, Ian Bickis, The Canadian Press
- December 18, 2023 December 18, 2023
- 15:02
Fintech roundup: Firms partner up to bolster wealth management services
FusionIQ has a new compliance partner, while Croesus works with Mako on KYC
- By: Jonathan Got
- December 15, 2023 December 15, 2023
- 16:12
Investors reduced foreign equities holdings in October: StatsCan
Foreign investors sold Canadian securities, while Canadians divested U.S. stocks
- By: Jonathan Got
- December 15, 2023 December 15, 2023
- 11:37
Canada’s biggest banks come in at bottom of low-carbon finance ranking
National Bank was a notable outlier
- By: Ian Bickis, The Canadian Press
- December 14, 2023 December 14, 2023
- 17:38
Scotiabank plans to add branch advisors, expand product reach
Key executives' presentations during the bank's 2023 investor day unveiled new strategies and initiatives
- By: Katie Keir
- December 14, 2023 December 14, 2023
- 17:15