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Week of February 14, 2020
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Industry News
Review of banks' retirement planning provides insights for advisors
DALBAR ranked the services offered to pre-retirees
February 6, 2020

From the Regulators
"Fraudsman" sentenced to 12 years in $54-million Ponzi scheme
An Ontario court called the serial fraudster "incorrigible"
February 12, 2020

Industry News
Tax scammer gets jail time for filing fraudulent returns
An Ontario tax preparer claimed phoney charitable donations and business losses for his clients
February 10, 2020

Research and Markets
It's not you, it's your debt: couples call it quits over finances
A survey found one third of respondents have ended or would end a relationship due to debt
February 10, 2020

People
Quebec's Top 25 announced
TD Bank's Sylvie Demers and others were honoured by Finance et Investissement
February 6, 2020

Research and Markets
High cost of living creates potential for retirement funding shortfall
A recent survey found that nearly half of Canadians have delayed saving for their retirement
February 11, 2020

From the Regulators
Ontario launches overdue capital markets review
February 6, 2020

From the Regulators
CFA meets IIROC licensing standards
February 11, 2020

Jamie Golombek
RRSP season or TFSA season?
Some clients may be better off contributing to a TFSA, but their contribution room will depend on when they turned 18
February 12, 2020

Appointment Notices
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