The PST is being repealed retroactively to Aug. 1, 2017, the date the tax was implemented
Judges will review submitted financial plans to determine which one creates the greatest value for the client
The challenge for banks is getting the advice formula right and delivering it in a personalized manner across all channels
The actively managed funds are expected to have a management fee of no greater than 0.50% for F-class units
From credit card debt to a mortgage, retirees struggle with expenses
More than 75% of users surveyed say the service is “better” or “much better” than a traditional investment experience
The firm has is also proposing a change to the investment objective Sentry Canadian Resource Class
A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs
Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests enhance his ability to serve his clients
The society congratulates the 2018 winners of the Ethics Challenge and the Hillsdale Canadian Investment Research Award