Budget softens mandatory tax disclosure regime
While financial advisors are still subject to the rules, the budget change could undermine lawyers Charter challenge of the regime
Top stories
Underused housing tax to generate $694 million: PBO report
PBO said the costs to administer the UHT could "significantly reduce" revenue generated
Canada’s investment funds industry can lead in diversity
The result will be greater creativity and resilience
Court certifies crypto class action against Binance
Suit alleges that retail investor trades violated securities law
- By: James Langton
Bare trusts still must file an underused housing tax return
April 30 deadline looms for 2022 and 2023 UHT returns
- By: Rudy Mezzetta
CIRO seeks stiffer enforcement sanctions
SRO proposes doubling maximum fines, toughening suspensions
- By: James Langton
Wall Street banks see brighter capital markets
A rebound in investment banking represents a ray of hope for sector
- By: James Langton
OSC hikes fees for crypto firms
Regulator adopts new charges to cover added costs on overseeing crypto sector
- By: James Langton
Wealth gap widens to highest since 2015: TD
Middle- and low-income households saw stagnated income growth or declines
AIMCo’s balanced fund falls short of benchmark in 2023
Returns affected by high inflation and interest rates, geopolitics, chief executive says
- By: Canadian Press
First Nations on cusp of more self-sustaining project financing
Only a matter of time before equity deals on pipelines are announced, says RBC top exec McKay
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
Raw materials prices rise in March: StatsCan
Surging crude energy prices drive higher raw material costs
- By: James Langton
CSA sets path to market data reforms
Regulators to boost fee transparency, explore enhanced retail access
- By: James Langton
Global credit risks abound, even as growth surprises
Short-term strength overshadowed by rising rate uncertainty
- By: James Langton
TFSAs, RRSPs and more could see changes in allowed investments
Qualified investments review could lead to lower costs for investors but also restrictions
- By: Melissa Shin
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
- By: Rudy Mezzetta
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?