Fair presentation is key
Rules would help CRA identify instances of aggressive tax planning
Net sales of Investors Group mutual funds surge 81% year over year
Higher investment management fees boost earnings
Technical analyst’s insights will assist stock selection and sector weighting decisions
LifeScripter lets an advisor easily understand a client’s whole story
Grosfield to oversee all Amex businesses in Canada
Amendments would reduce funding volatility, modernize investment rules
Wealth management firm Gluskin Sheff + Associates Inc. announced Wednesday that Jim Bantis has joined the company in Toronto as vice-president, risk management.With more than 22 years of financial industry experience, Bantis will work with the firm’s clients with the goal of delivering wealth and risk management solutions encompassing investment strategies across fixed income, alternative […]
Ewaniuk fined and suspended for failing in his role as a gatekeeper