Investment Executive AM newsletter

Monday March 22, 2021
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Jamie Golombek
Worried about a possible increase to the capital gains inclusion rate?
Options for your clients to consider if they’re concerned about the inclusion rate increasing
March 19, 2021

Products
Canadian fund sales exceeded $23B in February
Balanced mutual funds led the way
March 19, 2021

Industry News
IRS announces filing extension for 2020 tax return
U.S. taxpayers will have until May 17 to file and pay taxes owing
March 19, 2021

Industry News
CRA announces prescribed interest rates for Q2
The prescribed rate on loans to family members remains set at 1%
March 19, 2021

From the Regulators
FSRA proposes guidance related to pension benefits upon marriage breakdown
The regulator has outlined its supervisory approach to pension settlements
March 19, 2021

Research and Markets
Canada retains AAA rating from DBRS
Government still has capacity to support recovery and outlook is stable
March 19, 2021

People
Oricia Smith named head of SLGI Asset Management
March 19, 2021

From the Regulators
SEC alleges man sold insider trading tips on dark web
March 18, 2021

Appointment Notices
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