News and resources for Canada's top financial advisors
Industry
An Ontario court will rule shortly on motions regarding investor representation
By James Langton |June 16, 2021
3 min read
The value of foreign investments held by Canadian trusteed pension funds outpaced domestic investments, according to StatsCan
By Staff |June 16, 2021
1 min read
Banks and investment dealers should be aware of these groups' financing behaviour, the agency said in a bulletin
By James Langton |June 15, 2021
2 min read
Estate Planning
Adult twins who were disinherited by their dad have been granted 70% of his estate by a B.C. judge
By Michael McKiernan |June 15, 2021
5 min read
According to the CSA, 91% of Canadians say they face barriers to discussing finances with older adults
By Staff |June 15, 2021
A report says insurers have yet to take a broad approach to climate risk in their portfolios
Rating outlook upgraded amid stronger growth, improved operating environment
Independent advisors who use the platform will now be able to onboard clients more quickly
The regulator is proposing new governance, capital and liquidity requirements
By James Langton |June 14, 2021
At a joint meeting, regulators focused on harmonizing total cost reporting for mutual funds and seg funds
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