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Week of November 29, 2019
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From the Regulators
Court finds ex-advisor liable for client's loss
The client invested $2 million in the former advisor's business, which failed
November 26, 2019

Industry News
Younger TFSA holders need to keep an eye on contribution limits
Canadians are advised to keep track of their TFSA withdrawals and contributions themselves
November 27, 2019

From the Regulators
OSC decision on DSCs to come — eventually
A revised policy stance is in the works
November 22, 2019

Industry News
Wellington-Altus continues growth with addition of Cresco Wealth Management
Cresco, previously part of Scotia Wealth Management, represents the largest book of business to join the independent advisory firm
November 27, 2019

Industry News
2020 TFSA limit announced
Contribution room accumulates beginning in the year in which a person turns 18
November 27, 2019

Industry News
Pascal Financial launches wealth management platform for advisors
The digital platform is designed to reduce admin time by up to 50%
November 26, 2019

People
WXN announces Canada’s most powerful women
November 21, 2019

Industry News
Canadians confident about finances but not investing: survey
November 21, 2019

Research and Markets
Schwab's Ameritrade buyout a positive for TD Bank, DBRS says
November 25, 2019

Industry News
Is now the time to buy energy stocks?
November 25, 2019

Jamie Golombek
Year-end charitable strategies for your clients to consider
Help your clients navigate charitable donations, tax-gain donating and donor-advised funds
November 22, 2019


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