Being a mother impacted women’s financial goals: TD
Younger families more likely to spend more than half their discretionary budget on the kids
- By: Jonathan Got
- May 7, 2025 May 7, 2025
- 12:29
Latest news in Industry News
Opinion: Climate disclosure pause must be temporary
A lengthy pause could hurt Canada’s ability to attract global investment
- By: Ian Bragg
- May 7, 2025 May 6, 2025
- 08:41
Most Canadians are financially prepared for retirement: HEC Montreal
The report's authors take into account both private and public sources of retirement income
- By: Jonathan Got
- May 6, 2025 May 6, 2025
- 15:47
CALU to keep Advocis membership requirement
A member vote didn't meet the two-thirds threshold needed to drop dual membership
- By: Michelle Schriver
- May 5, 2025 May 6, 2025
- 16:27
Advocis files $185K counterclaim against Net-Patrol
Cybersecurity firm alleges Advocis breached contract as a strategy to reduce financial obligations
- By: Michelle Schriver
- May 5, 2025 May 5, 2025
- 15:08
Opinion: Canada’s capital markets need digital transformation, not deregulation
Canada deserves a world-class financial ecosystem rooted in efficiency, fairness and transparency through digital innovation
- By: Harvey Naglie
- May 2, 2025 May 2, 2025
- 18:22
Tech roundup: Insurer expands automated underwriting with new partnership
Richardson starts using CapIntel, and three Canadian fintechs selected to Google program
- By: Jonathan Got
- May 2, 2025 May 1, 2025
- 09:00
CRA interest rate on overdue tax to drop in Q3
Prescribed rate for the third quarter to decrease by one percentage point — to 3%
- By: Michelle Schriver
- May 1, 2025 May 1, 2025
- 15:33
Why some clients should halt RRIF withdrawals for now
Retirees who don't need the cash flow should wait for details on Liberals' temporary measure to reduce mandatory minimum withdrawals
- By: Michelle Schriver
- May 1, 2025 May 1, 2025
- 15:19
Canadian direct investment abroad reached $2.5 trillion last year: StatCan
Including $806 billion invested in finance and insurance overseas
- By: Jonathan Got
- May 1, 2025 May 1, 2025
- 14:10
RF Capital delivers Q1 loss amid leadership changes
The Richardson Wealth parent lost $4.1 million in the first quarter, despite reaching $39.2 billion in AUA
- By: Alisha Hiyate
- May 1, 2025 May 1, 2025
- 14:01
Single seniors had highest median income increase in 2023: StatCan
But single parents and singles under 65 earned less
- By: Jonathan Got
- May 1, 2025 May 1, 2025
- 11:59
Industry groups launch alliance to support Canadian asset managers
The newly launched CAMEA released a set of policy recommendations on Wednesday
- By: Noushin Ziafati
- May 1, 2025 May 1, 2025
- 11:08
CRA confirms T1 filers with T3 capital gains are eligible for previously announced filing extension
Affected taxpayers include those with capital gains from mutual funds in non-registered accounts
- By: Michelle Schriver
- April 30, 2025 May 12, 2025
- 15:53
Deals: KKR buys OTC solutions provider OSTTRA
Plus, CPP Investments sells limited partnership interests in buyout funds and PEAK Capital Partners invests in Quebec fintech
- By: IE Staff
- April 30, 2025 April 30, 2025
- 13:11
Regulatory intervention can reduce finfluencer influence: OSC
However, the experiment found that the influence couldn't be completely eliminated
- By: Jonathan Got
- April 28, 2025 April 28, 2025
- 17:46
Tax-filing update: E-filing error codes affect ‘small’ number of returns, CRA says
The agency still intends to provide arrears interest and penalty relief to eligible affected taxpayers
- By: Michelle Schriver
- April 28, 2025 April 28, 2025
- 16:48
Harbourfront Wealth acquires Toronto investment manager
The Vancouver-based firm now has nearly $11B in AUA
- By: Noushin Ziafati
- April 28, 2025 April 28, 2025
- 15:30
CFA Institute introduces advanced private equity certificate program
Due diligence, private debt valuation are among areas covered
- By: Noushin Ziafati
- April 28, 2025 April 28, 2025
- 14:37
Liberals’ plan for revenue from tax penalties called into question
Projected fiscal impact may be overstated, likely targets may miss the mark
- By: Michelle Schriver
- April 28, 2025 May 26, 2025
- 14:33
Tax preparers tapped out as tax slips remain missing in CRA portals
Tax season comes with increased workload, greater costs for clients, risk of errors
- By: Michelle Schriver
- April 25, 2025 April 25, 2025
- 15:23
Weighing election promises and their impact on Canadians’ finances
Party pitches range from tax cuts and incentivizing investment in Canada to more social supports
- By: Jonathan Got
- April 25, 2025 April 28, 2025
- 13:59
FP Canada names top performers of February CFP exam
Sitting had 280 candidates
- By: IE Staff
- April 24, 2025 April 24, 2025
- 16:21
FP Canada, Institute of Financial Planning update guidelines on expected returns
Canadian and U.S. equities are both projected to return 6.6% annually in the coming decade
- By: IE Staff
- April 23, 2025 April 24, 2025
- 16:55
What each party’s election pledges will cost
Here is how the claimed numbers will dent the federal debt
- By: Jonathan Got
- April 23, 2025 April 24, 2025
- 16:27