A speaker at the 2021 STEP conference warns that CRA auditors could soon have greater authority to require individuals to answer questions
Insiders say some charities could be hurt by a larger quota
Consider this strategy for business-owner clients who have whole life insurance
The final day of the RIA conference focused on retail advisors
Clients looking to transfer assets to another firm will typically move one-third of their assets
One in four clients reported having at least one problem with their firms over the past 12 months
Bill Maurin departs after seven years leading Ontario's largest credit union
The dramatic increase in the price of Bitcoin has intrigued many clients
The deal for Dowling & Yahnke is CI Financial's second-largest RIA acquisition to date
Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent