Although the review of the regulation of managing general agencies by the Canadian Council of Insurance Regulators is still ongoing, the insurance industry is making…
FAIR Canada: Firms should be financially responsible for advisors
This firm focuses on providing services such as estate planning, insurance planning and tax planning to those who need it
Ottawa has passed sweeping legislation that may catch even routine marketing or other messages to contacts, clients and others. How to ensure you don’t run…
Filing a tax return on time is essential for clients, not only if they have to pay the CRA but also if they’re expecting a…
Blake Goldring, Chairman and CEO of Toronto-based AGF Management Ltd., has been named the first ever Honorary Colonel of the Army, in recognition of his…
Groups and companies — pro and con — had their say before an all-party legislative committee last month
The majority of firms had higher net income in Q4 of 2010 vs the previous year, but problems persist at some companies
The so-called “Chinese wall” that separates banks from their insurance subsidiaries is about to be extended to the online world. Soon the rules pertaining to…
Celebrating a decade in Canada, the firm has just expanded into Quebec — with plans to increase its AUA and advisor base
The federal government, several of its provincial counterparts and the OSC will take a very close look at the merger
Those who receive requests for information should seek advice to avoid losing solicitor/client privilege
Financial awards made to clients often cannot be paid
The Supreme Court of Canada’s hearing on the constitutionality of the national regulator may finally provide a resolution on the issue
Are policy-makers moving in the wrong direction on incorporation?
Toronto-based brokerage is putting significant efforts into the new technology in the wake of the new IIROC guidelines
FAIR Canada’s report on investment fraud provides some suggestions on how regulators could best deal with the issue
The plans’ popularity is strong across the board; it is highest among employees of private companies
The adoption of several new technologies aims to maximize face time between advisors and their clients
Three decades in the investment business, Sandy McIntyre says, has taught him how to build long-term returns with lower volatility — key for older investors
Two of Canada’s best known mutual fund companies are a big step closer to facing a class action from disgruntled investors. In late January, the…
Fund giant eliminates the Hartford name in favour of Castlerock to denote strength, stability and safety of its funds
Efforts to enhance the business tax regime in Canada have been a great success, suggests new research from the University of Calgary’s School of Public…
Litigants should seek an injunction rather than relying on the Bank Act to prevent money from disappearing