When is the best time to take CPP and OAS?
Advisors need to consider several aspects, such as life expectancy and whether the client will spend or invest CPP and OAS
- By: Daniel Calabretta
- April 5, 2022 April 5, 2022
- 17:19
Latest news in Industry News
Scotiabank shareholders raise ESG concerns at AGM
CEO's prepared remarks at the meeting included criticism of the proposed federal bank surtax, which is expected in Thursday's budget
- By: Adena Ali, The Canadian Press
- April 5, 2022 April 5, 2022
- 15:36
$4.8 billion in Canadian ETF net flows in March
Canadian ETFs concluded the first quarter of 2022 with $14 billion in flows
- By: Daniel Calabretta
- April 5, 2022 April 5, 2022
- 12:10
Metals market faces scrutiny after nickel disorder
FCA to review conditions that led to trading breakdown
- By: James Langton
- April 4, 2022 April 4, 2022
- 14:06
TDAM’s new CIO is ready to tackle tough markets
With the firm's growing suite of offerings, now is an "exciting" time to assume the role, David Sykes says
- By: Katie Keir
- April 1, 2022 April 1, 2022
- 14:03
CI agrees to buy US$11.4-billion Boston-based wealth business
Eaton Vance Investment Counsel provides wealth services to HNW, UHNW clients
- By: Rudy Mezzetta
- March 31, 2022 March 31, 2022
- 14:30
RBC signs $2.6-billion deal to buy U.K.-based wealth management firm
Brewin Dolphin has more than 30 offices in Britain and Ireland
- By: Adena Ali, The Canadian Press
- March 31, 2022 March 31, 2022
- 14:15
The Liberals plan to review tax treatment of REITs. Will this help renters?
Targeting REITs and other large owners of residential real estate such as life companies and pension plans might disincentivize investment, one expert says
- By: Rudy Mezzetta
- March 30, 2022 March 31, 2022
- 16:37
Ontario raises foreign homebuyer tax five points to 20%
Rebates remain for new permanent residents
- By: Holly McKenzie-Sutter
- March 30, 2022 March 30, 2022
- 10:16
Federal budget to drop April 7
The budget is expected to include new social programs promised as part of the Liberals' agreement with the NDP
- By: The Canadian Press
- March 29, 2022 March 29, 2022
- 15:11
Nova Scotia to introduce tax measures targeting non-resident property owners
Scarcity of lower-cost housing has emerged as an issue in the province
- By: IE staff, with files from Canadian Press
- March 29, 2022 March 29, 2022
- 14:31
Canadian crypto industry launches Web3 council and push for regulation
The council's first priority is to advocate for a national strategy for cryptocurrency and digital assets
- By: The Canadian Press
- March 29, 2022 March 29, 2022
- 14:02
Biden’s budget plan includes 20% minimum tax on households worth $100 million or more
New tax on the ultra wealthy would include ``unrealized gains''
- By: Josh Boak
- March 28, 2022 March 28, 2022
- 13:22
Canada can hike oil, gas output by 300,000 barrels a day: Federal natural resources minister
The EU imported about 2.3 million barrels of oil per day from Russia in 2021.
- By: Mia Rabson, The Canadian Press
- March 25, 2022 March 25, 2022
- 16:22
Federal deficit was $75.3 billion for first nine months
The federal government brought in $314 billion in revenue but spent $360 billion from April 1, 2021 through January, 2022.
- By: The Canadian Press
- March 25, 2022 March 25, 2022
- 16:10
Near-term inflation higher amid Ukraine war: Kozicki
Two-thirds of CPI components now have inflation of more than 3%, BoC’s deputy governor warns
- By: The Canadian Press
- March 25, 2022 March 25, 2022
- 14:35
SHARE’s voting guidelines now emphasize board diversity, mine safety
The Shareholder Association for Research and Education also advises funds to use Transition Pathways Initiative rating as a criterion for director votes
- By: IE Staff
- March 25, 2022 March 25, 2022
- 13:19
Saskatchewan projects balanced budget by 2026–27
The province's fiscal position is supportive for credit
- By: IE Staff
- March 24, 2022 March 24, 2022
- 14:04
Ontario’s title protection regime gets ministerial approval
The rules come into force on March 28
- By: Michelle Schriver
- March 23, 2022 March 23, 2022
- 15:09
Quebec to pay $500 to residents to offset inflation
The province's economy has posted a "remarkable" recovery from the pandemic, says Finance Minister Eric Girard
- By: The Canadian Press
- March 22, 2022 March 22, 2022
- 16:28
New Brunswick raises basic personal amount, cuts property tax
The Progressive Conservative government tabled its budget on Tuesday
- By: Kevin Bissett
- March 22, 2022 March 22, 2022
- 15:21
CFA Institute announces first 16 signatories to diversity code
Asset managers representing US$2.5 trillion in AUM are among the inaugural organizations signing the code
- By: IE Staff
- March 22, 2022 March 25, 2022
- 15:06
NDP to support Liberals until 2025, citing “fair taxation” as shared priority
The Liberals’ campaign promise to implement a surtax on financial institutions that profited during the pandemic was listed as a priority for both parties
- By: IE staff, with files from Canadian Press
- March 22, 2022 March 22, 2022
- 12:11
Big tech’s move into financial services presents risks, FSB warns
Big tech and fintech companies’ expansion could lead to market dominance, a report says
- By: IE Staff
- March 21, 2022 March 21, 2022
- 13:25
Forstrong buys Shaunessy Investment Counsel
Acquisition is part of a multiyear plan to reach at least $3 billion in AUM, says Forstrong CEO Tyler Mordy
- By: Melissa Shin
- March 21, 2022 March 21, 2022
- 12:53