Terry Ritchie of Cardinal Point Wealth Management explains what your snowbird clients need to know – and other important cross-border issues. Catch the series, exclusively on IE:TV. www.investmentexecutive.com
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Industry and investor advocates welcome OSC and CIRO proposals
Net-zero pledges are contingent on factors banks can’t control, research found
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
The insurer had $1.51 trillion in AUM on Sept. 30
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods