CBA’s man in Quebec
The Canadian Bankers Association has appointed Eric Prud’homme as its Quebec director. Prud’homme, who had been the CBA’s legal counsel in Montreal and an advisor…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
Latest news in News
Lower taxes preferred over tax credits
WHEN GIVEN A CHOICE between tax credits and a lower tax rate, the choice is clear: almost seven in 10 Canadians prefer reducing the tax…
- By: donalee Moulton
- September 19, 2012 October 30, 2019
- 23:00
Competing with former employers
Recent judgments appear to favour advisors who leave their firms and continue to serve the same clients the final word is yet to come
- By: Patricia Chisholm
- September 19, 2012 October 30, 2019
- 23:00
Positive wording can have an impact
Choosing to phrase concepts in a more positive light can go a long way toward making clients feel at ease
- By: Megan Harman
- September 19, 2012 October 30, 2019
- 23:00
Manulife plumbs high net-worth market
New service is designed to compete with banks
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
DUCA promotes Senechal
DUCA Financial Services Credit Union Ltd. has announced that Richard Senechal has been appointed president and CEO. Senechal had been filling the role of CEO…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
New help for family-business owners
A new program at UBC's Sauder School trains advisors in the tough business of advising family firms
- By: Brian Lewis
- September 19, 2012 October 30, 2019
- 23:00
Customizing advice for newcomers
There is a huge range in the financial needs of recent immigrants. How to find the best ways to help
- By: Dwarka Lakhan
- September 19, 2012 October 30, 2019
- 23:00
Poor results mire Q2
Canada's big banks were the major winners in the quarter, as most firms saw earnings declines
- By: Catherine Harris
- September 19, 2012 October 30, 2019
- 23:00
CRA too picky about medical claims
While a properly filled out certificate is best, other medical evidence may be enough
- By: Ann MacAulay
- September 19, 2012 October 30, 2019
- 23:00
Lahey to leave Alterna
Alterna Savings and Credit Union has announced that John Lahey, president and CEO of the Toronto-based financial co-operative, will retire at the end of this…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
Expand your clients’ financial literacy
LYNNE TRIFFON SAYS THE most crucial part of her job as a financial planner is to deepen her clients’ knowledge of finance and investing so…
- By: Rosemary McCracken
- September 19, 2012 October 30, 2019
- 23:00
National Bank and WWFS part ways
NBF says the MFDA piece of Wellington West was not a good fit with its IIROC-based businesses
- By: Geoff Kirbyson
- September 19, 2012 October 30, 2019
- 23:00
Gregory at Standard Life
The Standard Life Assurance Co. of Canada, based in Montreal, has announced the appointment of Jennifer Gregory as national vice president of business development for…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
IIROC focuses on compensation practices
The elimination of embedded compensation in Britain and elsewhere has yet to become an issue in Canada
- By: James Langton
- September 19, 2012 October 30, 2019
- 23:00
Scotiabank inks deals with Asian banks
Agreements with Kotak Mahindra Bank Ltd. and Bank of Xi'an will help attract clients of Indian and Chinese descent
- By: Paul Brent
- September 19, 2012 October 30, 2019
- 23:00
MGA makes another acquisition
Financial Horizons has announced its second major purchase of the year, fuelling further consolidation in the MGA world
- By: Clare O’Hara
- September 19, 2012 October 30, 2019
- 23:00
Fowler to head CWB
Canadian Western Bank has appointed Chris Fowler its president, adding to his current role of chief operating officer, and announced that he will replace Larry…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
Fund firms challenge amendments
Several firms criticize the proposals to enhance disclosure as potentially confusing and misleading
- By: James Langton
- September 19, 2012 October 30, 2019
- 23:00
New study to focus on value of advice
IIAC partners with Advisor Impact
- By: Clare O’Hara
- September 19, 2012 October 30, 2019
- 23:00
The art of the calculated risk
Actuary and career insurance executive René Hamel is taking on his biggest challenge so far — integrating AXA into SSQ Life
- By: Olivia Glauberzon
- September 19, 2012 October 30, 2019
- 23:00
Credit unions ready for the national stage
New regulations soon will allow credit unions to compete across the country with federallly regulated banks
- By: Brian Lewis
- September 19, 2012 October 30, 2019
- 23:00
Sims named president
Watt Carmichael Inc., a Toronto-based private-client wealth-management firm, has named Martin Sims its president and CEO. Sims, a 20-year financial services industry veteran, formerly was…
- By: Rudy Mezzetta
- August 23, 2012 October 30, 2019
- 23:00
New VP at Envision
Envision Financial, a division of Langley, B.C.-based First West Credit Union, has named David Lanphear its vice president, commercial banking and insurance. Lanphear, a 15-year…
- By: Rudy Mezzetta
- August 23, 2012 October 30, 2019
- 23:00
Herr appointed chairman
Les Herr has been appointed to a one-year term as chairman of the board of the Canadian Life and Health Insurance Association Inc., a Toronto-based…
- By: Rudy Mezzetta
- August 23, 2012 October 30, 2019
- 23:00