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disability services

Disability tax credit key to accessing range of benefits

Feds announce that adults with a valid DTC certificate can apply for new dental plan

Manulife head office building in Toronto, Canada. Manulife is a Canadian multinational insurance company.

Manulife boosts key profit target at investor day in Hong Kong

Insurer has been working to shed assets with a low return on equity

Canadian Parliament Building at Dusk

Liberal government’s proposed capital gains tax changes come into effect

The measure proceeded despite significant pushback from business and physicians' groups

National Bank

How the National Bank deal could affect wealth management

Acquisition of Canadian Western Bank could also boost National Bank Independent Network

Canadian flag

Macklem sounds alarm on low productivity growth

Making Canada a better place to invest is critical, BoC governor said

saving money

Millennials have most unused TFSA room: CRA

Canadians hold $524 billion in their TFSAs, according to new CRA data

House of commons

Revised AMT, intergenerational business transfer rules now law

Budget implementation bills C-59 and C-69 received royal assent late Thursday

Guardian Capital to acquire Toronto investment manager

Acquisition to add over $1 billion to Guardian’s AUM

Fiera Capital buys its shares back from Desjardins

Transaction is valued at $53 million and follows an April announcement from Desjardins

Fidelity launches advisor platform

Fidelity to target retiring advisors and transition books of business to in-house force

Elder couple planning

Capital gains reserve more beneficial after inclusion rate hike

Clients may be able to use the $250,000 threshold over multiple years

angry client meeting

How total cost reporting will affect life agents

After receiving enhanced statements, clients may have questions, FSRA says

Firms pledged to improve Black representation. They still have work to do

Four years after the BlackNorth Initiative launched its pledge, progress is mixed, but happening

blurred lights on stage, drama theatre show background

VersaFi recognizes 20 financial leaders for advancing gender equity

Award winners are "striving to change the status quo" within their firms, finance sector

  • By: IE Staff
  • June 18, 2024 June 18, 2024
  • 10:51

IRS wants to end tax loophole for the wealthy

The measure, which targets pass-through companies, could raise more than US$50 billion

Entrance to Financial Services Regulatory Authority of Ontario

Latest designation from CIFP may allow life agents to use FA title

RLIS is pending approval under Ontario's title protection, the credentialing body says

Arrow cube

Complaints up, suspensions down for financial planners in 2023

FP Canada Standards Council released its annual enforcement activity

  • By: IE Staff
  • June 14, 2024 June 14, 2024
  • 15:06
merger

Harbourfront acquires Calgary portfolio management firm

CEO of Harbourfront Wealth Management says his firm prioritizes profitability over assets when choosing acquisitions

A black couple are in a meeting with their financial advisor. They are devising a financial plan to send their kids to university at their kitchen table.

Value of a Canadian financial advisor decreases slightly year over year: study

Behavioural coaching adds the most value, Russell Investments finds

  • By: IE Staff
  • June 13, 2024 June 13, 2024
  • 14:30
T4 statement

Extra $9B in benefits could be paid through automatic tax filing: PBO

The estimate from the Parliamentary Budget Officer spans five fiscal years

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Bank CEOs push back on MP calls to reduce oil and gas funding

Canada's biggest banks face criticism for not moving fast enough on climate targets

Edmonton

National Bank to buy Canadian Western Bank

The move continues consolidation in the Canadian banking industry

Piggy bank under umbrella

Why holding index funds within a life insurance policy can be tax-efficient

Permanent insurance also has a host of other tax benefits

House of Commons in Ottawa

Feds offer few carveouts to capital gains inclusion rate hike

June 25 is indeed the date that the hike will take place

Sticky note on concrete wall, Cancelled

CSI updates exam cancellation policy

To avoid a fee, 31 days’ notice will be required