Although Canadians are increasingly unhappy with their banks, those who receive advice tend to be more satisfied, J.D. Power study reveals
Doug Guzman will replace George Lewis at around the same time RBC is expected to close on its deal to acquire Los Angeles-based City National
Despite praise for some firms, most advisors were dissatisfied with the tech tools, CMS and financial planning tech available
Deal to acquire Citigroup’s operations in Panama and Costa Rica indicates Scotiabank’s interest to expanding in the region
Asset manager shifts executives, fund management responsibilities
Most submissions under the OTIP have concerned individual taxpayers
Trust and estate planners were concerned about the implications of the wording added to a subsection of the Income Tax Act
Proposed reduction in income-tax rate for small businesses may be offset by increase in dividend rate
Banks and credit unions need to provide advisors with a variety of training opportunities delivered in various ways
Trust and estate practitioners are waiting for Finance Canada to provide more clarity regarding the legislative changes