Court finds against RRSP tax-free withdrawal scheme
A widow lost both her capital and its tax-sheltered status after investing in a dubious scheme
- By: Patricia Chisholm
- May 9, 2016 January 22, 2018
- 15:30
Latest news in Industry News
Canadian DB pension plans hold steady in Q1
Despite a large drop in global equities during the quarter, the rally in Canadian equities at the end of Q1 resulted in flat returns for…
- By: Tessie Sanci
- May 5, 2016 May 5, 2016
- 15:30
IGM names new leaders for Mackenzie Investments and Investors Group
Barry McInerney replaces Jeff Carney as head of Mackenzie Investments while Carney replaces the retiring Murray Taylor as head of Investors Group
- By: Fiona Collie
- May 5, 2016 May 5, 2016
- 15:15
CPPIB’s strong returns not bearing out on pensioners’ benefits, study finds
High CPP contribution obligations Canadians face today will translate into low rates of returns in future years
- By: James Langton
- May 5, 2016 January 22, 2018
- 11:50
Foresters completes Aegon acquisitions
The deal sees Forester fully enter the asset-management business as it renames the two Aegon companies and takes over management responsibilities on some ivari products
- By: Megan Harman
- May 5, 2016 May 5, 2016
- 10:40
Door-to-door delivery, banking up for debate in Canada Post review
Task force to provide final recommendations before year’s end
- By: The Canadian Press
- May 5, 2016 May 5, 2016
- 10:25
AGF introduces award for financial advisors and planners
The new AGF Community Coach of the Year award will recognize financial professionals who volunteer their time to coach amateur sports
- By: Tessie Sanci
- May 4, 2016 May 4, 2016
- 15:40
Provisus subsidiary to introduce unique online platform
Transcend Direct is being ushered in as a response to the financial services industry’s new regulatory and technological environment
- By: Tessie Sanci
- May 3, 2016 May 3, 2016
- 16:05
Bloomberg recognizes BMO and CIBC for commitment to gender equality
The two Canadian banks were among the 26 financial services firms recognized in the initial Bloomberg financial services gender-equality index
- By: Tessie Sanci
- May 3, 2016 May 3, 2016
- 13:30
Bridgehouse accepting applications for annual scholarship program
The firm provides scholarships to students who can demonstrate knowledge of their investing personality and risk tolerance
- By: Tessie Sanci
- May 2, 2016 January 22, 2018
- 15:30
Wealthsimple wins Webby Award
The Canadian robo-advisor firm beat out well-established major U.S.-based financial services institutions for the prize
- By: Fiona Collie
- May 2, 2016 January 22, 2018
- 14:50
Advisors feeling more bullish on Canadian equities for Q2
The rise in oil prices and subsequent increase in energy stocks was the most significant reason for advisors’ changing sentiments, according to a new Horizons…
- By: Tessie Sanci
- May 2, 2016 January 22, 2018
- 10:40
Scotiabank to record $275-million restructuring charge in Q2
Further details will be released when the bank reports its quarterly results on May 31
- By: The Canadian Press
- May 2, 2016 May 2, 2016
- 09:25
PMAC supports Ontario’s proposed elimination of 30% rule for pension investments
The trade association encourages co-ordination of any provincial changes with the federal consultation committed to in the 2016 federal budget
- By: James Langton
- May 2, 2016 May 2, 2016
- 08:40
BMO’s “cyborg” SmartFolio service off to a good start
The bank’s senior counsel points to data that show the market for online advice services is growing rapidly
- By: Patricia Chisholm
- April 28, 2016 January 22, 2018
- 16:30
Financial firms should develop innovative pension program: paper
Private workplace pension plans launched by banks and insurers that have unique features could compete with government-led pensions such as the ORPP
- By: James Langton
- April 28, 2016 January 22, 2018
- 11:30
CPPIB partners with private equity firm Cinven for Hotelbeds Group deal
Spain-based travel services company called a “terrific opportunity”
- By: The Canadian Press
- April 28, 2016 April 28, 2016
- 10:30
Investor lawsuit dismissed by B.C. top court
Experienced investor sought to place the consequences of his poor investment decisions on TD Waterhouse
- By: James Langton
- April 27, 2016 April 27, 2016
- 14:40
IIAC chief highlights erosion of brand loyalty
The shift of client assets to competing firms will become more frequent as the costs of investing become more transparent
- By: James Langton
- April 27, 2016 January 22, 2018
- 10:00
Dundee Securities, Echelon Wealth complete advisor deal
72 former Dundee Goodman Private Wealth advisory teams join Echelon
- By: James Langton
- April 26, 2016 January 22, 2018
- 15:40
Regulators expect greater effort from firms on advisors’ outside business activities
Compliance must play a greater part in ensuring they understand advisors’ OBAs before approving them as well as supervising these activities once approval has been…
- By: Tessie Sanci
- April 25, 2016 January 22, 2018
- 13:00
2016 Brokerage Report Card: Behind the numbers
- By: Pablo Fuchs
- April 25, 2016 November 9, 2019
- 09:30
WisdomTree enters Canadian ETF market
New York-based firm has already expanded into Europe and Japan
- By: Tessie Sanci
- April 22, 2016 April 22, 2016
- 14:30
Deadline to register for FPSC exams is May 3
Both CFP and FPSC Level 1 exams to be held June 3
- By: IE Staff
- April 22, 2016 April 22, 2016
- 10:45
Brokerage Report Card 2016: Editors discuss key results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Brokerage Report Card.
- By: Pablo Fuchs
- April 22, 2016 November 9, 2019
- 10:00