News and resources for Canada's top financial advisors
Industry
B.C. court says case meets criteria and allows plaintiff to revise claim
By James Langton |August 1, 2023
2 min read
Much of the portfolio is focused on the technology and life science sectors
By The Canadian Press |August 1, 2023
1 min read
Toronto-based firm sold 20% stake in U.S. business in May
By Rudy Mezzetta |August 1, 2023
Companies aren't doing enough to align portfolios, engage with companies and policymakers
By Maddie Johnson |August 1, 2023
Regulator insists cryptoassets were securities, despite efforts to skirt that designation
By James Langton |July 31, 2023
Securities industry association expresses concerns with planned changes
By James Langton |July 27, 2023
Trio was recognized with award of merit
By Staff |July 27, 2023
Report on industry conflicts to be published soon with CSA, CIRO
3 min read
Clients were invested in a fund that was too risky given their profiles
At issue is the financing of fossil fuel expansion projects
By The Canadian Press |July 27, 2023
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