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Week of May 08, 2021
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Industry News
It's official: marriage no longer revokes a will in Ontario
Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent
May 3, 2021

News
Ontario joins DSC ban
The province changed its position based on “overwhelming” support for a harmonized ban
May 17, 2021

Industry News
Federal budget bill includes changes to stock options, annuities, mutual fund trusts
New legislation will adopt a number of measures from the 2019 budget
May 4, 2021

From the Regulators
Court appoints receiver for finance firm
The OSC took action amid an ongoing investigation into potential conflicts and misconduct
May 3, 2021

Industry News
Negotiation tips when buying or selling a book
A session at the IFB Spring Virtual Summit offered insights for advisors
May 5, 2021

Industry News
"Light planning" could expand access to financial advice
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
April 29, 2021

Industry News
Wealthsimple raising $750 million in latest financing deal, valuation hits $5 billion
May 3, 2021

Industry News
Former RBC DS portfolio manager to helm new family office
May 5, 2021

Appointment Notices
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