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Week of November 23, 2018
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Industry News
Financial services leaders among Canada’s Most Powerful Women
Maureen Jensen, OSC chairwoman and CEO, celebrated for her achievements
November 22, 2018

Industry News
Canadians unwilling to give up daily luxuries for life insurance
Those without insurance express lower levels of confidence in their families’ ability to pay for basic needs in the event of unexpected death
November 20, 2018

Industry News
TFSA annual contribution limit rises to $6,000
The cumulative TFSA contribution limit in 2019 will be $63,500
November 19, 2018

Industry News
PI Financial sold to Gary Ng
The owner of Chippingham Financial and Rothenberg Group of Cos. Is acquiring the Vancouver-based dealer for more than $100 million
November 20, 2018

From the Regulators
MFDA finds support for expanding cost reporting
The self-regulatory organization has published a summary of submissions received in response to its discussion paper
November 21, 2018

Industry News
Supreme Court upholds Industrial Alliance’s language rights
Question of whether Industrial Alliance reps are employees or contractors punted back to Tax Court
November 22, 2018

Industry News
Cost of post-secondary education surprises Canadian parents
November 20, 2018

From the Regulators
OSC to consider settlement with Questrade Wealth Management
November 23, 2018

Products
Mutual fund industry saw gloomy start to Q4 2018
November 21, 2018

From the Regulators
IIROC bans former Regina advisor
November 22, 2018

Susan Silma
Do the right thing for your clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients
November 22, 2018

Jamie Golombek
Top yearend tax tips
Make sure to discuss tax-loss selling, tax-gain donating and RRSP strategies with clients to whom these strategies apply
November 19, 2018

Special Reports
A reality check for your clients
The projections for mutual fund returns in the next several years are modest at best
November 20, 2018

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

Appointment Notices
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