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Week of October 26, 2018
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Industry News
IA Financial shuffles wealth management division
John Kelleway takes over as president of IA Securities
October 24, 2018

Products
Canoe to acquire Fiera’s retail mutual funds and fund dealer
Fiera will continue to manage its Canadian closed-end funds and alternative strategies
October 23, 2018

Industry News
Survey results underscore the need for title protection for financial advisors
Advocis calls on Ontario’s new government to take action to protect investors
October 25, 2018

People
Ravina Bains named 2018 winner of IIAC Top Under 40 Award
Bains was recognized for her work in advancing policy issues related to the indigenous peoples and advocacy for women in leadership positions in wealth management
October 25, 2018

Industry News
$250,000 salary would make Canadians feel “financially comfortable”
October 24, 2018

Products
CIBC introduces alternative investment fund
October 22, 2018

People
PWL announces Brenda Bartlett as new CEO
October 22, 2018

Products
Mutual fund sales, assets retreat in September
October 23, 2018

Industry News
Mutual fund fees to fall by almost 20% by 2025: report
October 24, 2018

Products
Canadian responsible investments surpass $2 trillion
October 24, 2018

News
CSA reforms get mixed reviews
Investor advocates cite lack of “best interest” standard

News
Estate Planning: Strategy challenged
Common strategy’s wording problematic

News
Changes at AGF
Incoming CEO Kevin McCreadie intends to stay the course

Jamie Golombek
TFSA advantage can lead to a tax of 100%
Next time a client has a desire to play games with his TFSA, point out this harsh — but legally valid — punitive tax
October 22, 2018

Special Reports
Special Report on Taxes 2018
Easing the burden for your clients

Special Reports
CRA income tax folio on advantages
The Canada Revenue Agency recently released its income tax folio on advantages for registered plans. Here's what advisors need to know.

Appointment Notices
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