Quebec cuts taxes for lowest income brackets
The province is also increasing the maximum age for applying for a retirement pension to 72 from 70
Top stories
Improve your client’s cash flow with proper tax planning
Two forms can eliminate a tax refund for 2023
Canaccord appoints former Ontario finance minister to board amid takeover tussle
New appointments come a week after four board members opposed to the takeover resigned
New SRO highlights proprietary product conflicts
A review identified gaps in addressing conflicts associated with proprietary products
- By: Mark Burgess
Banks lobby for higher deposit insurance limit ahead of federal budget
A coalition wants a review of the $100,000 limit that hasn't changed since 2005
- By: Mark Burgess
Inflation in Canada continues to slow, reaffirming BOC’s rate pause
The 5.2% reading in February marked the largest deceleration since April 2020
- By: Canadian Press
“Bank run-type scenario” at lifecos highly unlikely: DBRS
Causes of SVB failure unique to banks but some life insurance contracts with investment features are liquid, report says
- By: IE Staff
Yellen says bank situation stabilizing, different from 2008
Treasury Secretary said more rescue efforts could be necessary to prevent contagion
How Manulife Securities-Fidelity deal signals a larger trend
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
- By: Greg Meckbach
NB budget raises health-care spending by 10%
The finance minister noted the province has moved from a struggling economy to one dealing with challenges that come with growth
Credit Suisse–UBS deal offers hope, but bank doubts persist
Some customers were caught off guard by the turmoil, at odds with Switzerland's reputation as as stable banking haven
CFA adds private wealth specialization to Level III
The change is one of five updates to the CFA program aimed at making the charter more practical
- By: Melissa Shin
Canadian banks’ funding is stable despite losses since SVB failure
Banks have lower exposure to fixed-income securities and sufficient liquidity, DBRS says
- By: IE Staff
Finance Minister outlines priorities as pre-budget week kicks off
The government will show more fiscal restraint as part of efforts to rein in inflation
- By: Canadian Press
Fed’s tough challenge: Confront inflation and bank jitters
Most economists think the Fed will raise rates by a quarter-point on Wednesday
Women make up one-third of S&P/TSX composite board positions for first time
Women held 33.7% of board seats, up from 27.9% in January 2020
- By: Canadian Press
Federal Budget 2023: Webinar with Jamie Golombek
Keep on top of all the latest tax changes in Budget 2023 during this webinar with noted tax expert Jamie Golombek
- By: IE Staff
How financial advisors dealt with the SVB collapse
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
ETF usage plateaus among brokerage advisors
Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022
- By: Katie Keir
- October 11, 2022 October 6, 2022
- 00:15
Advisors need to help clients find purpose in retirement
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
- By: Daniel Calabretta
- September 9, 2022 September 9, 2022
- 11:04
Advisors must improve how they work with wealthy families
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
- By: Rudy Mezzetta
- August 10, 2022 August 11, 2022
- 11:59
