Proposed increase to capital gains tax requires action
Here are seven steps for advisors
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CI reports retail fund outflows of $1.3 billion in Q1
Firm posts $154.4-million loss as investors exit balanced funds, cash-like products
On which home should you claim the principal residence exemption?
Homeowners must now consider the proposed higher capital gains inclusion rate
- By: Rudy Mezzetta
Steve Hawkins hires Evermore founder as LongPoint COO
LongPoint will focus on white labelling and also plans to launch its own passive ETFs
- By: Melissa Shin
CFTC to draw line between gambling, futures trading
Regulator seeks to outlaw derivatives on election outcomes, sports, other events
- By: James Langton
iA Financial posts net income of $233 million in Q1
Also, Michael L. Stickney will retire from the executive committee
- By: Jonathan Got
Sun Life posts first-quarter net income of $875 million
Sun Life had $1.47 trillion in assets under management on March 31
- By: Jonathan Got
April rent prices up 9.3%
The average asking rent for a one-bedroom unit in Canada was $1,915
- By: Canadian Press
OSC tests new early-stage exemptions
Regulator adopts new exemptions designed to help startups raise capital
- By: James Langton
Employment strength raises doubts about June rate cut
The April employment gain was the largest monthly increase since January 2023
Recession ends in the U.K.
While the British economy grew by 0.6% in the first quarter, it has barely grown over the past year
- By: Pan Pylas
Binance hit with $6-million Fintrac fine
Firm sanctioned over reporting, registration failures
- By: James Langton
Trade war threatens Canada: Fitch
Protectionism has negative implications for output, employment and inflation
- By: James Langton
Global private equity activity up in April: S&P
U.S. and Canada lead the way in global deal value
- By: James Langton
Capital raising shifts further to exempt market in Quebec
Prospectus filings decline, exempt offerings up in 2023, AMF reports
- By: James Langton
Capital gains changes tip the scales for business owners
Incorporated professionals must consider deferral, dividends and deductions
- 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?