U.S. advisors are increasingly using financial planning to build trust with clients
FPSC names three new members to President’s List
Many companies did not provide sufficient disclosure about the risks related to their U.S. operations
Policy-makers urged to monitor the speed of market developments
Canada’s VC market continues to perform well
Surjit Rajpal and Gilles Ouellette will retire in 2019
Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk
U.S. markets finish mixed
Investment manager launches year-long pilot program
The partnership with Generation Investment Management will target businesses with solid long-term growth prospects
Demand for sustainable investments will only grow as generational wealth transfer approaches
TD Securities first in equity and debt underwriter rankings
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
Rents are still 12.9% higher than levels seen before the Covid pandemic
They rose 2.3% in 2025, while business insolvencies fell by 21.8%
Precious metals action calms, while Dow Jones tops 50K
Trust account used in fraud, misappropriation, Law Society finds
Policy failed to cover hedge fund investment that turned out to be a fraud
Firm allegedly touted stocks on social media, while selling its holdings
Plus, GreenShield buys Kii Health's Canadian mental health services segment
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, National Bank changes diversified equity fund
Net monthly ETF inflows reach $22B in January: report
Plus, other firms launch new products, tweak their fund lineups