May 2023

News

Regulators are proposing more extensive disclosure from issuers

Rules take effect for the 2026 reporting year, with clients receiving disclosure in 2027

A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance

Wealthy clients who earn capital gains and make large donations will be hit

Insurance Guide

Retired and near-retired clients are attracted by the products’ low risk and predictable income

Regulators are drafting new guidance that may lead to revised life insurance licence requirements

New Brunswick joins provinces that enable incidental insurance sales

The life licence course includes material on compliance and regulation, but some advisors may not be required to update their training

Disclosure requirements and the DSC ban shouldn’t worry advisors who have a professional approach to their business, advisors say

Focus on Products

Government incentives are increasing and valuations have become less expensive

Building Your Business

Creating an organization chart can help you identify ways to put your practice in growth mode

Comment & Insight

Revenue agency initially denied expenses for sponsorship of cycling team

Editorial: Giving firms ample time to make the necessary system changes is worth the frustration