Latest news in News
MFDA tackles the sale of PPNs
Proposed amendments will see PPNs sales go through MFDA dealers, triggering KYC obligations
- By: James Langton
- February 6, 2009 February 6, 2009
- 12:01
Changes proposed in the Jan. 27 federal budget
Tax changes affecting tax brackets: > The basic personal amount increases to $10,320 in 2009, up from $9,600 in 2008.> The upper threshold of the…
- By: Rudy Mezzetta
- February 6, 2009 February 6, 2009
- 12:01
Insider sentenced to jail term
First person to serve jail time in an OSC insider case since 2000
- By: Megan Harman
- February 6, 2009 February 6, 2009
- 12:01
Fuzzy non-competes won’t fly, says Supreme Court
Contracts that restrict movement by former employees must be precisely worded
- By: Laura Bobak
- February 6, 2009 February 6, 2009
- 12:01
Corrosive credit problems persist in global financial system
Conditions are better in Canada, but domestic financial institutions still face possible asset losses
- By: James Langton
- January 23, 2009 January 23, 2009
- 15:44
New ideas amidst the old
Expert Panel’s “opt in” recommendation is an intriguing twist
- By: James Langton
- January 23, 2009 January 23, 2009
- 15:44
Finding the right medicine for ailing pension plans
Hammered by dreadful markets, pension plans are suffering from large funding shortfalls
- By: Monica Townson
- January 23, 2009 January 23, 2009
- 15:44
Ontario court ruling draws ABCP fiasco to a close
But critics say that retail investors with more than $1 million in assets are not getting a fair shake
- By: Laura Bobak
- January 23, 2009 January 23, 2009
- 15:44
All Group Financial founder has learned tough lessons
James Moon wants to show other advisors how to avoid making the mistakes that have cost him dearly
- By: Laura Bobak
- January 23, 2009 January 23, 2009
- 15:44
Steering Transamerica in the right direction
The insurer is aiming to put its troubles in the past, says new CEO
- By: Gavin Adamson
- January 23, 2009 January 23, 2009
- 15:44
A two-tier Canada Pension Plan in the cards?
That or a new provincial counterpart plan may be a way to enhance and extend pension coverage
- By: Monica Townson
- January 23, 2009 January 23, 2009
- 15:44
Union Securities aims to turn the corner
The appointment of a new leadership team reflects the firm’s desire to leave its compliance problems in the past
- By: Clare O’Hara
- January 23, 2009 January 23, 2009
- 15:44
Ushering in a new age of sail
Cleantech Investing
- By: Kate Betts-Wilmott
- January 23, 2009 January 23, 2009
- 15:44
Acquisition of Loring Ward approaching its end
Shareholders overwhelmingly approve sale of firm to Werba Reinhard
- By: Geoff Kirbyson
- January 23, 2009 January 23, 2009
- 15:44
BMO becoming a force in life insurance business
The recent acquisition of AIG’s Canadian division gives BMO a complete infrastructure to sell any product line
- By: Rudy Mezzetta
- January 23, 2009 January 23, 2009
- 15:44
OSFI can’t protect clients who buy insurance abroad
Regulatory changes coming into effect next year will affect some individuals and businesses with cross-border policies
- By: Gavin Adamson
- January 23, 2009 January 23, 2009
- 15:44
OSC’s proposed fee model draws industry’s ire
A proposal to charge fees based on historical data means firms’ payments will be based on previous highs
- By: James Langton
- January 23, 2009 January 23, 2009
- 15:44
Mortgage swaps stand
But SCC ruling suggests such schemes be kept simple
- By: Rudy Mezzetta
- January 23, 2009 January 23, 2009
- 15:44
Taking a chance on wind power
Despite the decline in oil prices, new wind-power technologies retain their promise
- By: Kate Betts-Wilmott
- January 23, 2009 January 23, 2009
- 15:44
E.E.S. marks 40 years of fee-only planning
Clients’ desire for unbiased financial planning advice during tough times is a testament to the firm’s business model
- By: Clare O’Hara
- December 22, 2008 December 22, 2008
- 12:26
Shrinking exports a risk for economy
Economists expect Canada to outperform the U.S.
- By: Catherine Harris
- December 22, 2008 December 22, 2008
- 12:26
Suitability grabs regulators’ attention
Retail investors want greater accountability from both dealers and regulators
- By: James Langton
- December 22, 2008 December 22, 2008
- 12:26