Managing estates with vulnerable beneficiaries
Using settlement annuities to safeguard inheritance and navigate the 21-year rule
- By: Michael Kulbak
- November 13, 2025 November 12, 2025
- 01:04
Top Stories in Uncategorized
Transcript: Estate plans vulnerable to often-overlooked tax traps
Wilmot George of Canada Life says blind spots can create conflict and unnecessary expense
- By: Wilmot George
- October 7, 2025 October 7, 2025
- 13:01
Brought to you by: Canada Life
Private credit’s growth a lurking risk: Fitch
Sector could amplify and spread economic shocks
- By: James Langton
- September 30, 2025 September 30, 2025
- 14:07
AI and digital policy the focus of many federal pre-budget submissions
Ottawa sees nearly 2,000 submissions ahead of Nov. 4 budget
- By: Anja Karadeglija, The Canadian Press
- September 29, 2025 September 29, 2025
- 18:03
Charlie Javice sentenced to 7 years in prison for fraudulent sale of financial aid startup
Founder convicted in March of cheating JPMorgan out of $175M
- By: Larry Neumeister, The Associated Press
- September 29, 2025 September 29, 2025
- 17:47
New Brunswick ends fiscal year with $104.4M deficit
Health, education and social program spending erase planned $40.9M planned surplus
- By: The Canadian Press
- September 29, 2025 September 29, 2025
- 16:04
DoJ settles with BofA in spoofing case
Firm avoides prosecution, agrees to disgorgement, restitution
- By: James Langton
- September 22, 2025 September 19, 2025
- 01:45
For financial planners, continuing education matters more than ever
High-quality learning opportunities are increasingly essential for members of the profession
- By: Tashia Batstone
- September 22, 2025 September 20, 2025
- 01:43
Incorrectly assessed T1s claiming LCGE will take months to address
Mortgage-seeking client was affected by outstanding — although incorrect — CRA liability
- By: Michelle Schriver
- September 19, 2025 September 19, 2025
- 15:55
Immigration scheme violated securities rules: NSSC
Companies sanctioned in settlement for prospectus, registration violations
- By: James Langton
- September 19, 2025 September 18, 2025
- 04:49
Buffett-based arb strategy, just a Ponzi scheme
Ex-trader faces fraud charges over scheme that promised to front run Berkshire's stock picks
- By: James Langton
- September 19, 2025 September 18, 2025
- 04:00
Housing starts flat in first half of 2025: CMHC
Some cities continued to build new housing at high levels while Vancouver and Toronto markets sag
- By: The Canadian Press
- September 9, 2025 September 9, 2025
- 12:09
Teck Resources and Anglo American announce mega-merger
Combined company would be one of world's largest copper miners
- By: The Canadian Press
- September 9, 2025 September 9, 2025
- 09:14