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Lawyers lend a hand

Major law firms are participating in new pro bono programs to assist litigants at the OSC and the Tax Court of Canada

Courts and workplace anger

Personalities don’t always mesh on the job, but financial institutions should take care that issues in a troubled group don’t get out of hand

Helping the wealthy

A new survey finds HNW clients are concerned about slimming their taxes and their financial needs in retirement

CI’s new program competes on fees

In search of the “mass affluent,” CI Investments has launched a new private investment-management program

  • By: Paul Brent
  • October 31, 2011 October 30, 2019
  • 15:19

News Briefs: New ATS unveiled

Toronto-based Goldman Sachs Canada Inc. has launched SIGMA X Canada, an alternative trading system.

Ripe market for value managers

With an abundance of good businesses’s shares trading at attractive prices, value managers are adding some significant holdings

  • By: Jade Hemeon
  • October 31, 2011 October 30, 2019
  • 15:07

Another brick in the wall

Separation of online banking and insurance comes into force next year. Banks disagree, but they are well prepared

Helping out with Fund Facts

Some new online repositories are helping mutual fund companies and financial advisors deal with disclosure

CU centrals ponder merger

An amalgamation could be the next step toward a national credit union central

Fiduciary duty debate heats up

While regulators ponder the complexities of new rules, investor advocates focus on a quicker solution

New moves by Maple

For the second time this year, Canadian capital markets are facing the prospect of a thorough overhaul.

The OSC plays nice

Looking to play the good cop, the Ontario Securities Commission is aiming to boost its enforcement productivity by doing more to entice co-operation and to…

Worrisome debt stalks some agents

The need to meet loan obligations could lead to some bad decisions

TFSAs misunderstood

Many of your clients may not comprehend the rules of the account

TSX weighs in on directors

Evolving corporate-governance standards for the selection of directors are the focus of new proposals

People Briefs

Manulife Asset Management Canada, the investment arm of Toronto-based Manulife Financial Corp., has named Jacqui Allard as its new president.

Steering through a storm

The new president of Brandes has been travelling across the country and supporting advisors during these volatile times

  • By: Jade Hemeon
  • October 17, 2011 October 30, 2019
  • 16:46

CSI aims to boost credibility of designations

Education firm launches several initiatives to clarify designations, revamp courses and help participants map out their careers

Couples not discussing retirement

New study also reveals there is a gender divide, as wives often are not as knowledgeable as their husbands about their retirement finances

The CRA and offshore trusts

A recent Tax Court ruling suggests that the attribution rules may have narrower application than previously thought

  • By: Olivia Li
  • October 17, 2011 October 30, 2019
  • 16:31

Caught in between

Many baby boomers who take care of their children and aging parents say they are affected by the issues relating to eldercare

  • By: Olivia Li
  • October 17, 2011 October 30, 2019
  • 16:27

RBC first bank to have DC-only pensions

The elimination of the bank’s DB pension plan follows a trend seen in most of corporate Canada over the past few years

  • By: Olivia Li
  • October 17, 2011 October 30, 2019
  • 16:24

Changing of the guard at Edward Jones

The Canadian division of Edward Jones will have a new leader in January 2012, when Gary Reamey, principal and head of the division, relinquishes the…

  • By: Jade Hemeon
  • October 17, 2011 October 30, 2019
  • 16:14

New website challenges deposit brokers

The introduction of a new wrinkle in the way guaranteed investment certificates are sold could have an impact on the businesses of traditional deposit brokers…

  • By: Paul Brent
  • October 17, 2011 October 30, 2019
  • 16:10

Firms ready to buy, report reveals

Canadian and international executives are concentrating on growth and M&As in the year ahead

  • By: Paul Brent
  • October 17, 2011 October 30, 2019
  • 16:07