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Businessman calculating and checking articles of agreemen

The OSC is expected to publish an update in late spring about how it will proceed with embedded commissions

Businessman calculating and checking articles of agreemen

The BCSC is boosting its efforts to educate investors about the importance of understanding their investment fees

BMO Investments makes changes to its mutual fund lineup

The low-load DSC option will continue to be available, and investors with existing standard DSC purchase option holdings will remain invested based on their mutual funds' redemption fee schedule

  • By: IE Staff
  • December 20, 2017 January 21, 2018
  • 10:20

The review aims to assess whether investors are getting useful information

Weak but mostly positive performance for Canadian funds in August: Morningstar

The Canada Revenue Agency recently decided to defer application of the “advantage rules” by one year

The model disclosure is designed to help investors better understand and compare brokers’ account and service fees

The impact of fees on investor returns varies across jurisdictions, asset classes and client types

More than 250,000 clients have overpaid on fees

IFIC campaign encourages investors to open their statements

Investors with a “complete understanding of fees” are considerably more likely to recommend their firm, J.D. Power survey finds

  • By: Leah Golob
  • August 17, 2017 December 19, 2017
  • 13:15

The introduction of these fees would “achieve a fair and reasonable result for each fund”

  • By: Leah Golob
  • August 9, 2017 December 14, 2017
  • 10:50