Industry News

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Moody’s buys CSI Global Education

The country’s leading provider of financial learning, credentials, and certification, CSI Global Education Inc., has been sold to Moody’s Corporation, subject to customary closing adjustments. CSI will operate within Moody’s Analytics, strengthening the ratings agency’s capabilities for delivering credit training programs, research and analytical services, and risk management software to financial institutions worldwide. “We are […]

By Steven Lamb |November 22, 2010

2 min read

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Briefly:

Mackenzie Financial has named Andrew Massie and Lawrence Chin to lead its Cundill investment division, succeeding Jim Thompson, who is returning to the United States, and will rejoin Southeastern Asset Management, Inc., effective December 1. “I have enjoyed working with the Cundill team and everyone at Mackenzie, and with my return home, I am pleased […]

By Staff |November 22, 2010

2 min read

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Industry

Tax credits for taxing times

Don’t let the 12-page and eight and a half foot long Disability Tax Credit application form – T2201 – deter you from getting what is rightfully yours. And while you’re at it, let your advisor help you use lucrative tax credits to offset medical costs. The time to understand tax consequences of serious illness is […]

By Vikram Barhat |November 19, 2010

4 min read

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Industry

Derivative regulation needs team effort

Blog Polls Yesterday, Ontario Finance Minister Dwight Duncan outlined a plan to introduce “a robust regulatory framework” governing over the counter derivatives, which as a group have been cast as the villains behind the global financial crisis of 2008. The tricky part will be developing the mandated uniform regulation for a market made up of […]

By Steven Lamb |November 19, 2010

2 min read