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Week of November 06, 2021
Your Weekly e-newsletter and alerts
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Editor's choice
New KYC requirement protects vulnerable clients
Susan Silma
New KYC requirement protects vulnerable clients
Help clients name a trusted contact person
November 3, 2021
Client education key to TFSA compliance
News
Client education key to TFSA compliance
Investors who make honest mistakes can receive harsh penalties from the CRA
November 1, 2021
Liberals’ tax proposal tracker
News
Liberals’ tax proposal tracker
Find out the status of the proposals and promises that matter to your clients
November 1, 2021
 
From cold calling to top honours
News
From cold calling to top honours
Jonathan Lin, this year’s IIAC Top Under 40 Award winner, began by phoning members of professional associations
November 1, 2021
From the Regulators
CPP maximum pensionable earnings for 2022 announced
The CRA also updated the RRSP dollar limit
November 1, 2021
From the Regulators
MFDA releases continuing education details
The regulator provided guidance for advisors, dealers and education providers
October 29, 2021
From the Regulators
IIROC panel sanctions rep for misappropriation
October 29, 2021
News
Manitoba hands over-65s the keys to their LIRAs
November 1, 2021
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