Challenges planning for revised AMT given proposed CGIR increase
Clients with significant capital gains in 2024 face uncertain tax exposure
- By: Rudy Mezzetta
- July 30, 2024 July 30, 2024
- 12:54
Top Stories in News
American consumers feeling more confident in July
Elevated prices for food, groceries are main driver of consumers’ view of U.S. economy
- By: Matt Ott, The Associated Press
- July 30, 2024 July 30, 2024
- 11:49
Europe’s growth lags U.S. again
Germany, the leading European economy, remained in the dumps in the April-June quarter
- By: David Mchugh, The Associated Press
- July 30, 2024 April 10, 2025
- 10:32
China’s top leaders vow to improve confidence in its slowing economy
Chinese markets have not shown much enthusiasm for the policies outlined in recent weeks
- By: Elaine Kurtenbach, The Associated Press
- July 30, 2024 July 30, 2024
- 10:21
From the Regulators
CIRO to drop Gravitas
Firm winding down after running into capital trouble
- By: James Langton
- July 30, 2024 July 30, 2024
- 09:19
Regulators need more rigour: C.D. Howe
Paper argues for more systematic cost/benefit, post-implementation analysis
- By: James Langton
- July 29, 2024 July 29, 2024
- 15:50
Banks face profit pressure from tougher U.K. rules
Consumer duty to be extended to existing products
- By: James Langton
- July 29, 2024 July 29, 2024
- 15:41
Political risks shadow slowing U.S. economy
Direct conflict joins slew of elections as ongoing threats to credit
- By: James Langton
- July 29, 2024 July 29, 2024
- 15:29
One-third of Canadians use AI to manage finances: poll
Adoption was greatest among gen-Z respondents
- By: IE Staff
- July 29, 2024 July 29, 2024
- 14:25
The Fed is edging closer to cutting rates. But how fast?
Rate cuts typically lower borrowing costs for mortgages, auto loans and credit cards
- By: Christopher Rugaber, The Associated Press
- July 29, 2024 July 29, 2024
- 12:38
Digital engagement can build healthy investment habits
Customized communication encourages clients to stick to the plan
- By: Jonathan Got
- July 29, 2024 July 29, 2024
- 12:28
Ontario proposes new MGA regulation
New regime aims to enhance consumer protection, set industry standards
- By: James Langton
- July 26, 2024 July 26, 2024
- 16:16
OSC’s compliance work escalates
Risky firms, crypto platforms add to compliance division's workload
- By: James Langton
- July 26, 2024 July 26, 2024
- 15:36
Gold prices lift S&P/TSX composite, U.S. stock markets also rise
The S&P/TSX composite index climbed 244.33 points to 32,000.10
- By: Daniel Johnson, The Canadian Press
- December 22, 2025 December 22, 2025
- 17:03
Opinion: ETF investing in 2026
After a record-breaking year for new product launches, old-fashioned strategies are still a solid choice for portfolios
- By: Amin Barakat
- December 22, 2025 December 22, 2025
- 12:48
A tariff exemption was Canada’s salvation in 2025. It’s ‘absolutely’ at risk in 2026
Officials are preparing for a review of the Canada-U.S.-Mexico trade agreement in 2026
- By: Craig Lord, The Canadian Press
- December 22, 2025 December 22, 2025
- 08:24
Dramatic increase in Fintrac fines coming, but their effectiveness is less clear
The increase is part of an effort to beef up anti-money laundering measures
- By: Ian Bickis, The Canadian Press
- December 22, 2025 December 22, 2025
- 08:12
SEC sanctions Canadian over pump-and-dumps
Accountant allegedly found assets used to lure investors to schemes
- By: James Langton
- December 19, 2025 December 19, 2025
- 15:39
Executive banned in failed real estate scheme
OSC forgoes monetary sanctions, amid bankruptcy, ongoing litigation
- By: James Langton
- December 19, 2025 December 19, 2025
- 14:56
Tech roundup: Toronto-based wealthtech expands to Montreal, NYC
Plus, a new TD partnership, and Toronto fintech becomes dark pool partner
- By: Jonathan Got
- December 22, 2025 December 22, 2025
- 08:00
Industry moves: Michelle Connolly joins Q Wealth
Plus, Raymond James gains Richardson advisor, and promotions at BMO, CI GAM, Wellington-Altus and more
- By: Alisha Hiyate
- December 19, 2025 December 19, 2025
- 16:50
ASC extends safe harbour regime to climate-related disclosures
Provincial regulator can halt trading when misinformation circulates
- By: Jonathan Got
- December 19, 2025 December 19, 2025
- 10:47
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
Industry moves: Huston Loke leaves FSRA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
- By: Alisha Hiyate
- July 18, 2025 July 18, 2025
- 17:06
Investment fund sales, assets climbed in November: SIMA
Mutual fund, ETF AUM rose for the seventh consecutive month
- By: Noushin Ziafati
- December 19, 2025 December 19, 2025
- 11:58
Product roundup: Ardian brings evergreen PE fund to Canada
Plus, other product launches and news, including more ESG fund terminations
- By: Noushin Ziafati
- December 15, 2025 December 16, 2025
- 11:29
The ETF year in review
More than 300 new products landed in 2025 — a new record
- By: Rudy Luukko
- December 12, 2025 December 12, 2025
- 13:24