Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
This delay represents a win for industry associations and clients who pay fees on their registered plans from non-registered accounts
CPA Canada report highlights governments’ disproportionate reliance on income taxes
CPAB reports big jump in the number audits with significant deficiencies over last year, calls for improved consistency
Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds
Dow hits new record high
Shane Clifford will focus on global strategy and business development
Newly formed alliance will introduce digital platform for global investment data, research and analytics
The launch of IG Living Plan will enable the company to better address the needs of HNW clients
A late surge in long-term interest rates and increased strength in U.S. and international equity markets boosts pension health to an 18-year high
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
A Committee on Financial Services will supervise the agreement’s implementation in the U.S., Canada and Mexico
The current tax regime lowers demand for insurance and could impose added costs on government budgets
The S&P/TSX composite index rose 58.63 points to 32,058.73
The central bank issued a summary of its overnight-rate deliberations earlier this month
Americans’ assessments of their current economic situation tumbled: survey
Retail investors targeted by so-called investment groups on social media
The increase is part of an effort to beef up anti-money laundering measures
Accountant allegedly found assets used to lure investors to schemes
The pension fund is investing up to US$1.05 billion
Plus, promotions at Harvest and Ontario Teachers' Pension Plan Board
High-profile firms and their clients were targeted in 2025
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Mutual fund, ETF AUM rose for the seventh consecutive month
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record