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Week of July 03, 2021
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Jamie Golombek
What exactly is a “reasonable” rate of interest?
Clients who borrow to invest may be intrigued by a recent court case on interest deductibility
June 25, 2021

Industry News
Beneficiary designations affirmed in Ontario court decision
The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling
June 29, 2021

Industry News
Pandemic leads to new tactics for recruiting new advisors
Three firms set out to change their typical advisor force with new recruitment strategies
June 24, 2021

Industry News
RBC Direct Investing launches trading dashboard
Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO
June 25, 2021

From the Regulators
Former Calgary advisor faces fraud charges
The RCMP alleges the former rep engaged in unauthorized trading and secret commissions
June 28, 2021

From the Regulators
Bulk of Bridging funds' loans under review by PwC
The latest report to investors shows the majority of funds' assets have yet to be classified
June 28, 2021

Research and Markets
Bank clients act on advice, but don’t want it: survey
June 25, 2021

From the Regulators
Fund rep sanctioned for stealing from bank customers
June 29, 2021

Appointment Notices
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