CIRO issues phase two of CE reform proposals
Proposals out for 90-day comment period, final regime slated for Jan. 1, 2028
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RBC, Scotiabank pull back on climate goals
The banks are dropping their interim emission reduction targets due to various factors
FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection
Projected returns slightly lower for equities, fixed income compared to last year's guidelines
S&P/TSX composite slides more than 100 points, U.S. markets hit new highs
Oil prices climbed, showing that caution still remains in financial markets
Sun Life discounts term, perm, CI policies
Offers end July 31, and policies must be in force for one year to be eligible
- By: Jonathan Got
First Capital’s $9B portfolio to be divided between Choice Properties, KingSett
The deal comes amid signs of renewed optimism in Canadian real estate: KingSett head
No automatic interest relief for trusts complying with retroactive AMT change
With reduced deduction of investment counsel fees, many trusts need to amend tax returns
‘Drought’ in entrepreneurship threatens Canada’s competitiveness: CFIB
In finance, insurance, real estate and leasing, business exits have outpaced starts since mid-2023
IA transitions new life applications to new platform
Existing policies to remain in legacy system
- By: Jonathan Got
ESMA examines the rise of non-public credit ratings
Regulator to explore market impact of private, restricted rating activity
- By: James Langton
Protecting clients in a new era of financial fraud
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
- By: Tashia Batstone
CREA lowers home sales forecast for 2026 amid ‘shaky’ economic start to year
The association expects a total of 474,972 residential properties to be sold this year
FCA readies new approach to short-selling supervision
Reforms seek to ease burden, impediments to short activity
- By: James Langton
Canada Life’s updated par lineup ‘aligns incentives’
Higher renewal comp, longer chargeback schedule aim to match advisor incentives to client interests
- By: Jonathan Got
Executors can be personally liable for legal costs
Courts have discretion to award costs against a person acting for estate
- By: James Langton
WISE Trust Pension Plan earned net annual return 8.1% in 2025
The result helped boost its net AUM to $4.8B at the end of the year
China’s economy grows at 5% in first quarter, shrugging off initial impact of Iran war
Its economy grew 1.3% compared to Q4 2025, the fastest pace in a year
Inside Track
Tashia Batstone
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