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Week of January 31, 2020
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Products
Wealthsimple to enter the ETF market
Prospectus was filed Thursday to launch two socially responsible ETFs
January 24, 2020

Industry News
Elderly fraud victim suing bank
The woman claims the bank owes clients a duty to identify possible fraud
January 29, 2020

Products
EQ Bank raises savings account interest rate above Wealthsimple's
The move comes shortly after Wealthsimple launched a new product
January 23, 2020

Industry News
Purpose Advisor Solutions acquires Wealthsimple advisor platform
J-F Courville and Dave Nugent will join the firm as managing partners
January 23, 2020

From the Regulators
Brokerage firm sanctioned for supervisory failures
Firm failed to question sales on risky exempt securities to certain clients
January 23, 2020

From the Regulators
Accounting firm to pay $3.5 million for substandard audits of Crystal Wealth
A portion of the settlement agreement with the OSC will go to defrauded investors
January 24, 2020

From the Regulators
Fund dealer exec sentenced for fraud
January 28, 2020

Industry News
Budget proposal aims to help low-income earners access advice
January 27, 2020

Research and Markets
Many Canadians clueless about how TFSAs, RRSPs work
January 27, 2020

Susan Silma
5 ways you can increase client engagement during RRSP season
Take the time to help your clients become more financially literate. It’s worth it — for you and for them.
January 29, 2020

Appointment Notices
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