Incorporation | Investment Executive https://www.investmentexecutive.com/tag/incorporation/ Canada's news source for financial professionals Wed, 05 Nov 2025 18:34:18 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Incorporation | Investment Executive https://www.investmentexecutive.com/tag/incorporation/ 32 32 Advisor incorporation ‘a hot potato’ https://www.investmentexecutive.com/news/from-the-regulators/advisor-incorporation-a-hot-potato/ Mon, 03 Nov 2025 22:35:17 +0000 https://www.investmentexecutive.com/?p=524429 CIRO is waiting for CRA’s feedback to move ahead, while CRA says the matter falls outside its scope

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]]> CIRO awaiting CRA feedback on advisor corporations https://www.investmentexecutive.com/news/ciro-awaiting-cra-feedback-on-advisor-corporations/ Wed, 29 Oct 2025 17:34:55 +0000 https://www.investmentexecutive.com/?p=523998 SRO crafting model to allow reps to use personal corporations

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]]> Court strikes personal claim over portfolio https://www.investmentexecutive.com/news/from-the-regulators/court-strikes-personal-claim-over-portfolio/ Wed, 16 Jul 2025 13:28:25 +0000 https://www.investmentexecutive.com/?p=515322 Alleged damages were suffered by a family corporation, not in personal capacity, court finds

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]]> Expanding access to advice on CIRO’s agenda https://www.investmentexecutive.com/news/from-the-regulators/expanding-access-to-advice-on-ciros-agenda/ Thu, 10 Apr 2025 20:59:05 +0000 https://www.investmentexecutive.com/?p=506843 SRO details its policy priorities for fiscal 2026

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]]> Avoiding double taxation when an incorporated client dies just got easier https://www.investmentexecutive.com/newspaper_/news-newspaper/avoiding-double-taxation-when-an-incorporated-client-dies-just-got-easier/ Fri, 13 Sep 2024 04:04:00 +0000 https://www.investmentexecutive.com/?p=492351 Proposal would give executors more time to implement loss carryback strategy

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]]> Advisor incorporation among CIRO’s priorities for 2025 https://www.investmentexecutive.com/news/from-the-regulators/advisor-incorporation-among-ciros-priorities-for-2025/ Wed, 26 Jun 2024 20:56:59 +0000 https://www.investmentexecutive.com/?p=488467 SRO integration and investor protection also on the agenda

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]]> Tax group asks feds to allow deemed sales ahead of capital gains change https://www.investmentexecutive.com/news/industry-news/tax-group-asks-feds-to-allow-deemed-sales-ahead-of-capital-gains-change/ Mon, 06 May 2024 18:44:59 +0000 https://www.investmentexecutive.com/?p=485299 Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says

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]]> Rep incorporation proposals prove to be sticky wicket https://www.investmentexecutive.com/news/from-the-regulators/rep-incorporation-proposals-prove-to-be-sticky-wicket/ Mon, 08 Apr 2024 21:26:46 +0000 https://www.investmentexecutive.com/?p=483358 Industry divided on, investor advocates opposed to, reforms

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]]> CIRO proposes personal corporations for reps https://www.investmentexecutive.com/news/from-the-regulators/ciro-proposes-personal-corporations-for-reps/ Thu, 25 Jan 2024 21:23:02 +0000 https://www.investmentexecutive.com/?p=479285 SRO consults on options for resolving long-standing regulatory disparity

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]]> Taking down regulatory silos https://www.investmentexecutive.com/newspaper_/news-newspaper/taking-down-regulatory-silos/ Fri, 02 Jun 2023 14:31:00 +0000 https://www.investmentexecutive.com/?p=466230 The Canadian Investment Regulatory Organization has a lot more work to do, says Andrew Kriegler, inaugural president and CEO

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