OSC takes heat for what it’s not prioritizing
Product shelves, audit response absent from regulatory agenda
- By: James Langton
- February 13, 2023 February 10, 2023
- 00:12
Latest news in News
Mutual fund families emerge from a challenging year
Fund families that used liquid alts and underweighted certain asset classes tended to outperform in 2022
- By: Catherine Harris
- February 13, 2023 February 13, 2023
- 00:11
Who’s leading the Desjardins expansion
Denis Dubois, executive vice-president with Desjardins Group, is on the hunt for independent advisory firms to acquire
- By: Greg Meckbach
- February 13, 2023 February 10, 2023
- 00:10
Sluggish growth and moderate inflation relief predicted for 2023
Interest rates are expected to remain at or above 4% in both Canada and the U.S.
- By: Catherine Harris
- February 13, 2023 February 10, 2023
- 00:09
Feds’ new underused housing tax won’t just affect foreign owners
Clients may not know they’re obligated to file, and there is no cap on penalties for late filing if taxes are owed
- By: Rudy Mezzetta
- February 3, 2023 March 28, 2023
- 14:16
After FTX, is crypto as an investment dead?
Several recent failures in the market have eroded investor trust
- By: Rudy Mezzetta
- December 12, 2022 December 12, 2022
- 00:31
New SRO era dawns with many blanks left to fill in
The Canadian regulatory landscape will be fundamentally altered in 2023
- By: James Langton
- December 12, 2022 December 12, 2022
- 00:21
Making a case for “no frills” investment advice
Canada could learn from a U.K. proposal
- By: James Langton
- December 12, 2022 December 12, 2022
- 00:20
Outlook 2023: Sluggish growth and volatile markets
Investors may experience more pain, at least in the first half
- By: Catherine Harris
- December 12, 2022 December 12, 2022
- 00:18
A contrarian approach to markets
Mutual Fund Manager of the Year HyunHo Sohn built a career out of finding companies the market has underestimated
- By: Allan Janssen
- December 12, 2022 December 13, 2022
- 00:17
Investors coming to grips with horrific year for bonds
Stubbornly high inflation limits the options
- By: Rudy Luukko
- November 21, 2022 November 18, 2022
- 00:25
Regulators take aim at carbon markets
Voluntary structures lack governance and transparency, IOSCO charges
- By: James Langton
- November 21, 2022 November 18, 2022
- 00:24
Fund companies face uncertain future as risks pile up
Challenging markets have led to lower assets, sales
- By: James Langton
- November 21, 2022 November 18, 2022
- 00:23
Cross-border expertise with a caring approach
Whether serving professionals who are moving across the U.S./Canada border or helping clients deal with a large inheritance, Shiraz Ahmed says listening to clients is…
- By: Leah Golob
- November 21, 2022 November 18, 2022
- 00:22
New taxation formula for ETFs to take effect this year
ETF investors' tax bills for the 2022 tax year could be higher than under the previous formula
- By: Melissa Shin
- November 11, 2022 November 30, 2022
- 13:00
Call for harmonious climate disclosure
Approaches of CSA, ISSB and SEC have fundamental differences
- By: James Langton
- October 31, 2022 November 1, 2022
- 00:13
Cross-border tax guide
What you need to know when advising American clients in Canada
- By: Jeff Buckstein
- October 31, 2022 February 28, 2023
- 00:10
Q4 is a critical time for realizing tax benefits
Make sure clients are aware of these key deadlines before the end of the year
- By: Jeff Buckstein
- October 31, 2022 November 2, 2022
- 00:07
Global economy faces bout of long Covid
Monetary and fiscal policy struggle with the pandemic's fallout
- By: James Langton
- October 31, 2022 October 28, 2022
- 00:05
CRA clarifications boost the case for joint partner trusts
Ability for both spouses to contribute independently opens up more possibilities
- By: Michael McKiernan
- October 31, 2022 October 28, 2022
- 00:04
Beware this tax hit when converting a home into a rental property
Clients should tread carefully if they change the intended use of a building or residence
- By: Rudy Mezzetta
- October 31, 2022 November 1, 2022
- 00:02
Building funds for all seasons
Mackenzie's new president and CEO says advisors are looking for alternatives as rising prices and interest rates threaten traditional returns
- By: Daniel Calabretta
- October 31, 2022 November 8, 2022
- 00:01
Advisors could be caught in CRA’s expanded mandatory disclosure net
New rules lower the bar for reporting aggressive tax-planning techniques
- By: Michael McKiernan
- October 24, 2022 January 4, 2023
- 09:00
Feds’ housing strategy runs headlong into market correction
Tax proposals such as the FHSA unlikely to address affordability issues, experts say
- By: Rudy Mezzetta
- October 21, 2022 October 28, 2022
- 14:00
Warn clients about new trust reporting rules
Simple arrangements such as joint bank accounts could be caught
- By: Rudy Mezzetta
- October 11, 2022 October 5, 2022
- 00:12