IA Financial chief Yvon Charest announces his retirement
Denis Ricard appointed president and CEO
- By: Leah Golob
- June 12, 2018 October 11, 2019
- 11:50
Top Stories in News
From the Regulators
MFDA panel bans former Thunder Bay, Ont., rep
Penalty sends a “clear message” to investment industry members and the public
- By: James Langton
- June 12, 2018 November 13, 2019
- 11:30
From the Regulators
OSC seeks applications for seniors committee
The seniors expert advisory committee includes representatives from the legal, medical and academic communities, along with investment industry and seniors advocates
- By: James Langton
- June 12, 2018 November 13, 2019
- 10:45
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 October 31, 2019
- 10:30
Research and Markets
North American markets rise despite Donald Trump’s trade tirade
Loonie slips below US77¢
- By: Aleksandra Sagan
- June 11, 2018 June 20, 2019
- 17:15
From the Regulators
Feds propose changes to Canada’s anti-money laundering regulations
The changes are designed to address deficiencies in Canada’s existing AML regime
- By: James Langton
- June 11, 2018 November 13, 2019
- 16:00
Financial planners need to focus on core services in light of changing landscape
Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice
- By: donalee Moulton
- June 11, 2018 July 22, 2019
- 15:13
New private equity platform to invest in asset management firms
Sylvain Brosseau leads Walter Asset Management’s efforts to consolidate small-and medium-sized firms
- June 11, 2018 July 22, 2019
- 14:00
From the Regulators
CSA provides additional guidance for offerings of tokens
The new guidance aims to address when an offering of tokens involves an offering of securities
- By: James Langton
- June 11, 2018 November 13, 2019
- 12:40
Products
BMOGAM trims fee on ETF
The annual management fee for BMO Aggregate Bond Index ETF will be reduced to 0.08%
- By: Leah Golob
- June 11, 2018 October 17, 2019
- 12:10
Industry News
Value Partners chooses Nest Wealth Pro
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
- By: Leah Golob
- June 11, 2018 July 22, 2019
- 11:40
Industry News
Luge Capital begins operations
New venture capital fund focused on fintech and artificial intelligence applied to financial service
- By: James Langton
- June 11, 2018 July 22, 2019
- 11:36
Products
Raymond James enhances toolkit for advisors
Advisor network gains access to NEO connects platform-traded funds
- By: Leah Golob
- June 11, 2018 October 17, 2019
- 11:00
Canada, U.S. stock markets rebound on Friday
Precious metals action calms, while Dow Jones tops 50K
- By: Daniel Johnson, The Canadian Press
- February 6, 2026 February 6, 2026
- 17:05
FSB flags repo market’s risk to global system
Report calls for action on data gaps, surveillance, leverage
- By: James Langton
- February 6, 2026 February 6, 2026
- 15:49
U.S. effective tariff rate down on trade deals
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
- By: James Langton
- February 6, 2026 February 6, 2026
- 14:27
Lawyer sanctioned in fake GIC scheme
Trust account used in fraud, misappropriation, Law Society finds
- By: James Langton
- February 6, 2026 February 6, 2026
- 14:47
High court declines to hear Ponzi insurance case
Policy failed to cover hedge fund investment that turned out to be a fraud
- By: James Langton
- February 6, 2026 February 6, 2026
- 12:49
Pair ran massive market manipulation scheme: SEC
Firm allegedly touted stocks on social media, while selling its holdings
- February 5, 2026 February 5, 2026
- 15:24
CFA Society Toronto announces undergrad awards
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
- By: IE Staff
- February 6, 2026 February 6, 2026
- 15:43
Strategizing for clients with multiple retirement accounts
Start with flexibility, tax efficiency, simplicity
- By: Jonathan Got
- February 6, 2026 February 6, 2026
- 09:22
AI shaping performance in four insurance subsectors: report
Brokers, MGAs, software providers and TPAs set to evolve
- By: Jonathan Got
- February 6, 2026 February 5, 2026
- 08:00
Industry moves: François Trahan joins BMO as chief investment strategist
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
- By: Alisha Hiyate
- January 12, 2026 January 9, 2026
- 04:00
Industry moves: Richardson Wealth, CIBC Wood Gundy and CI Assante score veteran teams
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
- By: Alisha Hiyate
- October 3, 2025 November 12, 2025
- 17:39
Industry moves: John MacIntyre named chair of TD Bank
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
- By: Alisha Hiyate
- August 4, 2025 August 1, 2025
- 00:33
Product roundup: Interactive Brokers launches RRIF
Plus, National Bank changes diversified equity fund
- By: Jonathan Got
- February 6, 2026 February 6, 2026
- 13:35
New year, new records: Canada’s ETF industry starts 2026 off with a bang
Net monthly ETF inflows reach $22B in January: report
- By: Noushin Ziafati
- February 5, 2026 February 5, 2026
- 11:57
Product roundup: Picton Investments to debut private equity fund
Plus, other firms launch new products, tweak their fund lineups
- By: Noushin Ziafati
- February 2, 2026 February 3, 2026
- 16:00