Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven't passed legislation to enable them
Kelly will report to Onex president Bobby Le Blanc in the newly created role
Toronto-based firm manages $2.2 billion in assets for HNW and UHNW clients
Employees using the simplified method can now claim $500, up from $400 last year
Punter Southall Wealth Limited has roughly $8.5 billion in client assets
Deal for RegentAtlantic pushes CI past US$100B in U.S. assets
Ontario's auditor general said the OSC could have acted sooner to address "hidden and unfair" fund fees
The ETFs consist of two ESG funds and one technology fund
A unique culture and access to the latest technology create an opportunity for advisors to grow their businesses
Report suggests investors consider delaying purchases until after distributions are made
Year-to-date inflows reached $43 billion in October
Firm says investments from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions
Authors caution feds against increasing CRA audit activity to tackle deficits