Don’t rush to sell assets due to higher inclusion rate, experts say
Determining how long the client was going to hold the asset is an important factor in the decision
- By: Rudy Mezzetta
- April 30, 2024 April 30, 2024
- 10:58
Top Stories in News
Real GDP grew 0.2% in February: StatsCan
Canadian economy lost steam after strong start to year
- By: Nojoud Al Mallees, Canadian Press
- April 30, 2024 April 30, 2024
- 09:39
Majority of aspiring homeowners awaiting rate cuts: BMO poll
Plans are being delayed to 2025 and beyond, the survey says
- By: The Canadian Press
- April 29, 2024 April 29, 2024
- 14:49
Fraudsters faking identities, duping banks
Toronto police bust alleged synthetic identity ring
- By: James Langton
- April 29, 2024 April 29, 2024
- 14:39
Research and Markets
Fed’s new challenge: Spend-happy consumers
Work-from-home trend, wealthy retirees drive shifts in U.S. consumer patterns
- By: James Langton
- April 29, 2024 April 29, 2024
- 14:25
Ratings for global financial sector trend positive: Fitch
Sovereign ratings drive bulk of positive rating action
- By: James Langton
- April 29, 2024 April 29, 2024
- 14:07
Emerge ETFs unitholder calls for greater regulatory oversight
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
- By: Melissa Shin
- April 29, 2024 April 29, 2024
- 14:00
Toronto police bust fake investment scheme
Perpetrators posing as representatives of Schroders, an asset manager
- By: James Langton
- April 26, 2024 April 26, 2024
- 17:22
CRA releases FHSA return for taxes owing
FHSA holders may trigger tax when they overcontribute or hold non-qualified investments
- By: Rudy Mezzetta
- April 26, 2024 April 27, 2024
- 16:26
Emerge ETFs class action won’t proceed
Fund manager has no assets or insurance, lawyer says
- By: Melissa Shin
- April 26, 2024 April 26, 2024
- 15:00
Industry moves this week
A mix of retirements and board appointments
- By: Katie Keir
- April 26, 2024 April 26, 2024
- 14:41
Sustainable fund flows rebound in Q1: Morningstar
Canadian fund flows perk up, while U.S. sees record outflows
- By: James Langton
- April 26, 2024 April 26, 2024
- 14:12
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