The agreement will modify many of Canada's current tax treaties in order to counter profit shifting by multinationals
Natixis report finds that 58% of Canadian investors would fire their advisor if another one could provide better advice on the impact of taxes on…
Banks could be more heavily impacted in the event of an adverse unemployment shock or rapid rise in interest rates
Revisions aim to respond to growing concerns that financial institutions are exiting correspondent banking
No strong case for the creation of specific licensing categories for fintech startups, consultation paper says
Think-tank calls for new standards for federally regulated lenders and mortgage insurers
There’s pressure on advisors’ AUM at some firms, which is impacting their compensation negatively and also often affecting advisors’ views of their dealers
Price of bullion hits seven-week high
The groups are aiming to develop a mechanism to help firms and advisors protect clients who may be victims of elder abuse or with diminished…
Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the…
Those who received a gift from family as part of their down payment were less comfortable than others with their current level of mortgage debt
Many firms have reassessed their strategies following the global financial crisis
The calculation was based on estimates of taxes that were assessed but not collected and on unreported income from the underground economy
Precious metals action calms, while Dow Jones tops 50K
Report calls for action on data gaps, surveillance, leverage
Trade deficit remains unchanged amid shifting tariff policy, Fitch reports
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
The honours will be presented Feb. 12, at the association's Embrace the Challenge event
Start with flexibility, tax efficiency, simplicity
Brokers, MGAs, software providers and TPAs set to evolve
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