Impending changes to Alberta’s wills and estates legislation should raise some red flags with financial advisors who deal with estate planning, some lawyers there say.
Weak equities markets and a poor economic outlook are affecting earnings and optimism for the year ahead
Calgary-based investment dealer no longer sees the need for an office on the East Coast
More controls over Canadian financial services firms appear to be pending; this is mostly in light of continued volatility
The Tax Court has ruled that the innocent beneficiary of a Ponzi scheme does not owe taxes on her winnings
Major insurer leaves individual life and health market to focus on group insurance and boosting wealth management
Joanne O’Hea is introducing women to the idea of a career in one of the last male bastions — the trading floor
The Bank of Canada has appointed David Beers, currently global head of sovereign and international public finance
Illegal trades not protected by distance
If you use the web for business — who doesn’t? — a recent Supreme Court case should reduce some of your liability concerns
The advisory team of Butler Philbrick and Associates was looking for the right match; Macquarie had the qualities that mattered
The recent acquisition of Market Logics will help Accretive 360 create resources for a new online practice-management platform
Competitors in the CIFP Case Challenge are given a chance to apply the financial planning skills they have learned
Proposed rule changes in B.C. would see a junior insurance advisor operate under a supervisor for at least two years
There are ways to improve a client’s tax picture for all of 2011 by reviewing a range of options before the end of the year
The Federal Court has blocked attempts by the CRA to obtain taxpayer information related to the 10/8 insurance structure
Toronto-based TMX Group Inc. opened an office for the Toronto Stock Exchange and TSX Venture Exchange in Beijing on Nov. 14.
The Canadian securities Administrators is finally launching its review of the primary ways ordinary investors find themselves shopping
Opponents fear a small, powerful group taking control of most of the trading and listing business and all of the clearing business
FAIR Canada wants better protection for investors who borrow
Securities regulators have struggled mightily to improved point-of-sale disclosure for mutual funds
Hanif Mamdani, lead manager of PH&N High Yield Bond Fund and Investment Executive’s 2011 Fund Manager of the Year, refuses to overpay for securities, no…
With a resumé that spans Boston, Sydney and Dublin, Jacqui Allard aims to grow Manulife’s business in Canada and abroad
North Shore Credit Union’s branches include art galleries, Japanese screen doors and concierges offering hot towels and cappuccino
Units of Crocus were pulled from the market in 2004