Proposed IIROC definition is too broad, says Kloet
Five tax strategies to keep Oct. 31 the scariest day of the year
Demonstrating accountability and competencies are key to rebuilding investor confidence
Several initiatives planned to further enhance investor protection and education
Low-income Canadians would lose government benefits in retirement
According to the 11th annual Credit Union Community Involvement Survey, Canadian credit unions’ donations of their time, money and resources increased by 10% in 2011 vs the year prior. Collectively, credit unions contributed $41.4 million to their communities last year. Almost $31.4 million was contributed through donations and sponsorships; $2.2 million each went to charitable […]
Winsoft Software Inc. of Richmond Hill, Ont., and Financial Plan Advantage Ltd. of St. Albert, Alta., have entered into a partnership to create a new software company called FPAdvantage Inc., to be based in St. Albert. Established in 1986, Winsoft is a private Canadian firm that develops mutual fund and insurance back-office products. Financial Plan […]
TD Waterhouse Discount Brokerage, a division of Toronto-based TD Waterhouse Canada Inc., has launched a new streaming, web-based trading platform. The platform will deliver various features to investors trading in U.S. equities and advanced options strategies. The platform includes a customizable dashboard with several features, such as the ability to set up and execute multi-phase […]
Investor Education Fund taking on a new approach
Toronto-based Fidelity Clearing Canada ULC has announced a referral agreement with Montreal-based Penson Financial Services Canada Inc. The agreement will result in the transition of Penson Canada’s accounts and assets to Fidelity. Accounts affected include those held with Penson’s introducing brokers and those run by portfolio managers. The transition will be completed in the fourth […]