Ruling flags risks for tax advisors
A large law firm is facing a class action by taxpayers who allege that they relied on an opinion about a charitable tax shelter
- By: Ann MacAulay
- April 26, 2013 October 30, 2019
- 11:00
Latest news in News
Feds to review testamentary trusts
Potential change in tax treatment could have big consequences
- By: Rudy Mezzetta
- April 26, 2013 October 30, 2019
- 11:00
Returning to the power of small
David Taylor, formerly a star fund manager for Dynamic Funds, is out on his own and already has some major clients. Starting from scratch, Taylor…
- By: Jade Hemeon
- March 31, 2013 October 30, 2019
- 23:00
Much opposition to “crowdfunding”
The investment industry and investor advocates are on the same side, for once, as both oppose an OSC proposal
- By: James Langton
- March 31, 2013 October 30, 2019
- 23:00
Boutique dealers facing big challenges
New data from the IIAC point out that operating costs are hurting smaller firms much more acutely than larger ones
- By: James Langton
- March 31, 2013 October 30, 2019
- 23:00
A standout career
John MacNaughton, who spent 31 years with brokerage firm Fry and Co. and its successors, died at his home in Toronto on Feb. 15. He…
- By: IE Staff
- March 31, 2013 October 30, 2019
- 23:00
Fowler confirmed
Edmonton-based Canadian Western Bank – the largest publicly traded Canadian bank headquartered in Western Canada – has appointed Chris Fowler as its president and CEO.…
- By: IE Staff
- March 31, 2013 October 30, 2019
- 23:00
New deputy governor
The Bank of Canada has announced that Lawrence L. Schembri will be its new deputy governor. He will replace Jean Boivin. Canada’s central bank had…
- By: IE Staff
- March 31, 2013 October 30, 2019
- 23:00
More insurers facing up to change
Survey finds that insurance executives know they have work to do to catch up to evolving technology and client expectations
- By: Megan Harman
- March 31, 2013 October 30, 2019
- 23:00
Restoring confidence is key
New principles intend to ensure that investors trust both their advisors and the industry, as that trust is sorely lacking
- By: Jade Hemeon
- March 31, 2013 October 30, 2019
- 23:00
Dabarno at Manulife
Toronto-based Manulife Financial Corp. has announced that Susan Dabarno has been appointed to its board of directors. The move was effective March 1. Dabarno joins…
- By: IE Staff
- March 31, 2013 October 30, 2019
- 23:00
Experienced execs launch new firm
In only a few months, investment-counselling firm Coerente Capital Management has amassed an impressive $525 million in AUA
- By: Clare O’Hara
- March 31, 2013 October 30, 2019
- 23:00
Profit survey: Skewed earnings in Q4
Major rebounds for Manulife, Sun Life and Fairfax distort a decent, but not particularly strong quarter
- By: Catherine Harris
- March 31, 2013 October 30, 2019
- 23:00
P&W to launch IPO for bank
The move will allow the parent firm to invest in real estate while the bank subsidiary can meet new capital requirements
- By: Rudy Mezzetta
- March 31, 2013 October 30, 2019
- 23:00
Money-laundering rules updated
Federal rules designed to catch suspicious transactions have been changed
- By: Ann MacAulay
- March 1, 2013 October 30, 2019
- 00:00
Leon Frazer bought
Jovian Capital Corp. has acquired Leon Frazer and Associates Inc. through its subsidiary, Jovian Asset Management Inc. (All firms are based in Toronto.) The transaction…
- By: Fiona Collie
- March 1, 2013 October 30, 2019
- 00:00
ATS readies launch
Chi-X Canada ATS Ltd., a Toronto-based alternative trading system (ATS), will launch its CX2 Canada ATS (CX2) platform on May 3. The new ATS, the…
- By: Fiona Collie
- March 1, 2013 October 30, 2019
- 00:00
Class actions ramping up
The data show that these cases are providing some meaningful contribution to overall enforcement
- By: James Langton
- March 1, 2013 October 30, 2019
- 00:00
Accountants call for tax simplicity
CGAs say complexity is costing billions
- By: Rudy Mezzetta
- March 1, 2013 October 30, 2019
- 00:00
Professions model proposed
Advocis has moved to support new, stricter credentials and standards for those calling themselves "financial advisors"
- By: Clare O’Hara
- March 1, 2013 October 30, 2019
- 00:00
Regulators aim to bolster transparency
New CSA and IIROC proposals look to provide greater oversight and intensify surveillance of the OTC market
- By: James Langton
- March 1, 2013 October 30, 2019
- 00:00
Deal gives GWL one million new clients
Acquisition of Ireland's top brand will give GWL more bulk, more profits and dominant market position
- By: Geoff Kirbyson
- March 1, 2013 October 30, 2019
- 00:00
Value investors find hope in gold, energy
But fund portfolio managers are shopping around. There's still a lot of stuff to worry about, says one manager
- By: Jade Hemeon
- March 1, 2013 October 30, 2019
- 00:00
Aston Hill enters distribution business
Acquisition of Halifax-based Citadel Securities gives Calgary firm the ability to attract more mainstream clients
- By: donalee Moulton
- March 1, 2013 October 30, 2019
- 00:00