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Client Communications

Is now the time to review clients’ risk tolerance?

May 8, 2020 Mark Burgess
News

Updated: OSFI freezes pension transfers, but offers relief for older plan members

May 8, 2020 Rudy Mezzetta
frozen nest egg
Regulation

IIROC bans former advisor for 5 years for trades based on undisclosed info

May 7, 2020 IE Staff
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t
Industry

MFDA beefs up investigatory powers

May 7, 2020 IE Staff
man doing bicep curls
Industry

Investor Advisory Panel to focus on pandemic’s impacts, CFRs

May 7, 2020 IE Staff
Industry

Great-West Lifeco, IA Financial report Q1 results

May 7, 2020 IE staff, with files from Canadian Press
Industry

After significant drops in March, IGM and CI saw gains last month

May 7, 2020 Mark Burgess
Industry

Shopify overtakes RBC as most valued Canadian company as online services in demand

May 7, 2020 The Canadian Press
Industry

Manulife deploys new digital tools to combat falling Q1 income amid Covid-19

May 7, 2020 Tara Deschamps, The Canadian Press, The Canadian Press
Research and Markets

Advisor value is nearly triple the typical advisory fee: study

May 7, 2020 IE Staff
Partners discussing new plans
Industry

Expect mortgage defaults to increase

May 6, 2020 Mark Burgess
Miniature House on A Financial Graph
Industry

New private lender launches amid economic uncertainty

May 6, 2020 Greg Dalgetty
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