CI Financial buys Montreal-based wealth manager Coriel Capital
The acquisition adds to CI's ultra-high-net-worth business
- By: Rudy Mezzetta
- August 10, 2023 August 11, 2023
- 14:28
Top Stories in Uncategorized
CI Financial rebrands U.S. wealth business as Corient
Toronto-based firm sold 20% stake in U.S. business in May
- By: Rudy Mezzetta
- August 1, 2023 August 11, 2023
- 13:57
Prescribed rate to stay at 5% in Q4
The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter
- By: Rudy Mezzetta
- July 25, 2023 July 25, 2023
- 12:17
From the Regulators
CRA releases forms to allow for transfers out of FHSAs
The industry is still waiting for certain forms needed to administer the new plans
- By: Rudy Mezzetta
- July 21, 2023 July 21, 2023
- 13:22
Products
Rising interest rates lift interest in annuities
Clients can see annuities as an attractive alternative to managing their own retirement investments
- By: Rudy Mezzetta
- July 13, 2023 August 11, 2023
- 09:55
Canadians’ confidence in ability to retire on time plummets: Report
A new survey shows Canadians anticipate working an average of six years longer than they would like
- By: Maddie Johnson
- June 26, 2023 June 26, 2023
- 15:31
Liberals reject key Senate amendment to disability benefit bill
Senate opponents say they will support Bill C-22 even without the amendment
- By: Rudy Mezzetta
- June 16, 2023 June 16, 2023
- 15:19
CRA launches new digital form for DTC applications
Fully digital disability tax credit application form is intended to simplify and speed application process
- By: Rudy Mezzetta
- June 14, 2023 June 14, 2023
- 16:57
Feds consult on fighting money laundering and terrorist financing
Government also seeks comment on creation of new financial crimes agency
- By: Rudy Mezzetta
- June 7, 2023 June 7, 2023
- 12:52
Title protection fee proposal in Ontario draws criticism from planning associations, investor advocates
Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency
- By: IE Staff
- June 6, 2023 June 7, 2023
- 16:13
Momentum may lead to higher rates this summer, economists say
Canadian economy still growing despite interest rates that are at their highest levels since 2007
- By: Nojoud Al Mallees, Canadian Press
- June 5, 2023 June 5, 2023
- 10:45
DBRS changes CI trend to negative, keeps rating unchanged
Announcement follows S&P's downgrade of firm in early May
- By: Rudy Mezzetta
- May 31, 2023 June 1, 2023
- 16:33
Industry News
CRA announces prescribed rate for Q3
After rising for four consecutive quarters, interest rate charged on overdue tax to stand steady
- By: Rudy Mezzetta
- May 31, 2023 May 31, 2023
- 12:59