The OSC’s former chairman and CEO says the federal-provincial regulatory body would reduce the current fragmentation in regulation and allow a better sharing of resources across jurisdictions
Venture-capital funds became poor performers before the Tories phased them out, but the Liberals want them back
Understanding clients’ emotions and establishing your value as an advisor are important ways to build trust
Younger clients are turning to digital platforms, such as robo-advisors, as they’re accustomed to convenient and low-cost digital solutions in other services
New tax rules may cause spousal trust assets to be taxed in the hands of someone who does not receive the assets
Families in which one spouse has no or little independent income may find that using a spousal RRSP remains a helpful way to split income. Knowing that the non-earning spouse has assets in his or her own name also can be a comfort
Snowbirds should prepare a statement for their financial services firms clarifying they're not U.S. residents
Spending on infrastructure may benefit equities in the engineering and construction sector
While the Tories take a steady approach, the Liberals are proposing to cut taxes for the middle class and the NDP are proposing to raise corporate tax rates
International study finds that clients increasingly are looking for seamless financial advice and products