Kitchener, Ont.-based Financial Horizons Inc. has acquired Ottawa-based R.G. Packman & Associates Ltd. in a transaction that was completed in February. The management team, office…
Purchase enables Cougar to make its ETF portfolios available to a wide network across Canada
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Too few company pensions and stretched public finances are heating up the debate over adequate retirement funding
MaRS Discovery District, an innovation hub in downtown Toronto, is bringing together several early-stage financial technology firms in a “FinTech Cluster” designed to promote startups…
The Winnipeg-based firm has pressed on with its focus on growth in the U.K. and Ireland with two recent acquisitions
A high percentage of affluent Canadians do not have wills. A recent judgment from B.C. demonstrates the resulting difficulties
New research suggests that Canadian investors need help putting together and understanding their retirement portfolios
While older clients may have more assets, younger clients represent growth for advisors, says a new study
The heavy compliance burden related to filing taxes is one big reason
Purchase enables Cougar to make its ETF portfolios available to a wide network across Canada
Defining just what this technology is is the first task that Canadian policy-makers face
Financial services firms should take heed of the first case dealing with a violation of Canada's new anti-spam legislation
Flexibility in asset allocation also was important in how segregated fund families performed in 2014
Under new legislation aimed at a host of emerging threats, including cyberbullying, terrorism and theft of Internet and cable services, financial services institutions are likely…
Marriages come and go. And so, at times, do pensions. Recent court decisions point to the need for precision in documentation
A new CIBC survey suggests that although clients believe they would benefit from financial advice, they're reluctant to seek it
There's still much confusion among advisors and their mutual fund dealers about the sale of syndicated mortgages
Debate is heating up over the features and application of the proposed public pension plan taking shape in Ontario
The CSA and the OSC have introduced new reforms lately, but the ultimate impacts of those reforms appear to be at odds
Surveys from Sun Life and RBC reveal that retirement, as we know it, is becoming ever more challenging for Canadians
While Canadians see cash and fixed-income as good investments, Americans see equities as the way to go, a recent survey suggests
There's much debate about whether the federal government's new immigrant-investor program will achieve its goals