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Monday December 10, 2018
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Research and Markets
North American stocks bounce back from deep declines
TSX drops 67 points; New York markets post modest gains
December 10, 2018

Industry News
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
December 10, 2018

Industry News
Ontario decision a win for private corporations
The provincial government’s November announcement that it will not match the feds’ taxation of private corporations may result in big tax savings for small companies
December 10, 2018

People
Sheila Murray to retire from CI Financial in March
In addition to his current role as CEO, Peter Anderson will be appointed president of CI
December 10, 2018

Products
Stone completes acquisition of Marquest retail mutual funds
December 10, 2018

Research and Markets
Ontario’s deficit to rise to $12.3 billion this year, FAO report says
December 10, 2018

Research and Markets
2019 Outlook for Canada’s banks is stable
December 10, 2018

Research and Markets
Five things to watch for in Canadian business
January 20, 2019

Partner Reports

Partner Reports
Insured Retirement Program
The IRP program is now available to whole life insurance clients at all major providers!
December 4, 2018

Inside Track

David Reeve
Get ahead on the CSA’s proposed client-focused reforms
Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect
December 10, 2018

Partners’ Place

Appointment Notices
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