CIFP sues FP Canada for agreement breach, trade libel
Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection
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TFSAs, RRSPs and more could see changes in allowed investments
Qualified investments review could lead to lower costs for investors but also restrictions
Feds raise capital gains inclusion rate to 66.6% for high earners, starting June 25
Higher new rate applies on gains above $250,000 for individuals, and all gains realized in corps and trusts
Former fund rep fined, banned for fraud
Retirees duped by fake investment for almost a decade, SRO finds
- By: James Langton
Feds provide fix to new AMT regime to ease charities’ concerns
Individuals can claim 80% of donation tax credit, up from previously proposed 50%
- By: Rudy Mezzetta
Virtual-only meetings erode shareholder democracy, group warns
Warning follows revised guidance from the CSA on virtual shareholder meetings
- By: Canadian Press, IE Staff
CSA extends crypto firms’ stablecoin deadline
Crypto platforms get until Oct. 31 to meet CSA's interim rules
- By: James Langton
Employment, labour participation at record highs
Labour market metrics remained elevated in fourth quarter, OECD says
- By: James Langton
Investors flock to foreign bonds: StatsCan
Foreign investors dump Canadian government debt
- By: James Langton
U.K. inflation falls to lowest level since late 2021
Easing prices, including for food, pave the way for a welcome cut in interest rates soon
- By: Pan Pylas
Yellen says Iran’s actions could cause global economic spillovers
Treasury secretary tells meetings of the International Monetary Fund and World Bank of the importance of using economic tools to counter malignant activity
Tech industry warns capital gains proposals could cause ‘irreparable harm’
The federal budget is being met with disdain from Canada's innovation industry
- By: Tara Deschamps
New one-month T-bill launches in May
New instrument aims to fill a void created as CDOR is retired
- By: James Langton
Household debt climbs higher: StatsCan
Mortgage borrowing accelerates, while other sources of debt growth slow
- By: James Langton
Budget 2024 expands CPP benefits
The death benefit has been doubled for some contributors
- By: Jonathan Got
Feds clarify requirements for EOT tax exemption on capital gains
Budget 2024 provided details on how exiting business owners can qualify
Entrepreneurs to get tax break on capital gains inclusion
Feds propose Canadian Entrepreneurs’ Incentive
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
Invalid wills: How far is too far?