News and resources for Canada's top financial advisors
Industry
(November 18, 2005) RBC Insurance has teamed up with The Edge Benefits to offer The Edge Critical Illness Plan, promising to provide simplified and enhanced coverage options. “With easier qualification and increased flexibility for our base and builder coverage, clients can focus on recovery from their illness while receiving financial assistance in meeting the additional […]
By Staff |November 14, 2005
10 min read
The federal government today announced a series of tax reductions that Finance Minister Ralph Goodale says will bring $30 billion in personal income tax relief for Canadians over the next five years. The cuts were announced in Goodale’s fall economic and fiscal update, with the government facing a possible election campaign. Ottawa is increasing the […]
By Doug Watt |November 14, 2005
2 min read
The Canadian Council of Insurance Regulators (CCIR) and the Canadian Insurance Services Regulatory Organizations’ (CISRO) Industry Practice Review Committee have released a summary of responses to a much debated consultation paper published this summer, and the results embody the frustration the industry has with the review. An overwhelming number of industry stakeholders questioned the need […]
By Mark Brown |November 11, 2005
4 min read
Canadian financial institutions must take the problems of money laundering and terrorism funding seriously, not only to protect their own reputation, but that of Canada, according to the superintendent of financial institutions. “Canada has a world-class financial system. It is very important for our reputation as a country, and for the reputation of our financial […]
By Steven Lamb |November 10, 2005
The Canadian market is on track to set a new record in annual equity financings, following an uncharacteristically hot third quarter, according to the IDA. While the summer months usually see lower levels of market activity, the third quarter saw financings valued at more than $12 billion, an increase of 9.6% from the second quarter. […]
3 min read
The iTrustInstitute has set up a public forum to discuss the federal government’s consultation paper on income trusts. The roundtable will take place on December 14 at the TSX conference centre in Toronto. Experts in the areas of investment, taxation, business, finance and economics will address questions and consider issues raised in the paper. “Subsequent […]
By Doug Watt |November 9, 2005
The cat’s out of the bag, the judges have made their decisions and it’s time to officially announce the winners of the 2005 Advisor of the Year awards. The winners of our seventh annual competition are Carmela Harnum of Dundee Wealth Management in Toronto, JoAnne Anderson and Stephen Koury of MoneyPOWER and Inter-Equity Asset Management […]
By Kate McCaffery |November 9, 2005
Predictions that interest rates will soar over the coming year are grossly exaggerated and ignore the damage such a move would inflict on the consumer sector, according to a leading economist. In an economic briefing to the Canadian Institute of Mortgage Brokers and Lenders on Monday, CIBC senior economist Benjamin Tal said interest rates are […]
By Steven Lamb |November 8, 2005
Advisors who aren’t getting involved in planned charitable giving strategies with their clients are missing out on potential opportunities and ways to strengthen the advisor-client relationship, experts say. Many advisors give back to the community in the way of volunteer time and their own personal contributions, but a huge opportunity exists to suggest charitable giving […]
By Kate McCaffery |November 8, 2005
Industrial Alliance Insurance and Financial Services is taking over Clarington in a friendly takeover valued at $273 million. Clarington’s board has approved the bid, which comes one week after CI’s offer of $254 million. In a press release issued early Monday morning, Industrial Alliance said it had tendered a cash offer for Clarington, at a […]
By Doug Watt |November 7, 2005
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