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A primer on tax and cryptocurrencies in Canada

Whether earnings from crypto are considered business income or a capital gain depends on the holder’s behaviour

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When majority rules, lax regulation can ensue

A BoC paper suggests that if the beneficiaries of weak rules outnumber the likely casualties, regulatory failure can arise

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Canadians seeking advice report greater financial confidence, survey finds

People are generally more confident about their finances, despite economic anxiety, according to IG Wealth's latest index

  • By: Staff
  • November 26, 2021 November 26, 2021
  • 15:03
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B.C. court finds investor must testify to BCSC

The individual was worried that his testimony to the regulator could be used by U.S. authorities

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To be competitive, Canada must address payroll barriers to remote work

Simplified tax reporting was one solution floated in a report by PwC

  • By: Staff
  • November 26, 2021 November 26, 2021
  • 10:36

A little-known TFSA tip for year-end tax planning

This strategy can work well for wealthy clients with large TFSA balances

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Federal deficit hits nearly $69B over first half of fiscal year

The Finance Department's fiscal monitor says the deficit now reflects current economic challenges caused by Covid-19

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Businesses brace for supply chain-tied fallout: StatsCan

Businesses expect profits to hold up, even as prices rise and amid labour shortages

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BFI fund audits withdrawn

Receiver reports that funds' former auditor retracted two years of audit reports


Quadrus settles with MFDA over lapses in sales practices

Incentive structure favoured in-house funds over third-party funds, regulator found

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For ETF investors, the metaverse is (almost) here

Evolve and Horizons are ready to launch their first-in-Canada funds

  • By: Staff
  • November 25, 2021 November 25, 2021
  • 15:19
Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

How advisors can help build clients’ confidence

Investors may require more holistic and thoughtful advice than ever before

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MFDA proposes new alt fund proficiency rule

Proposal would replace the requirements under provincial regulators' existing rules

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IIROC advisors can earn 10 compliance credits with CE Corner

Newcom Media expands continuing education site for financial professionals

  • By: Staff
  • October 15, 2021 October 26, 2021
  • 12:14
Asian couple meeting financial adviser for investment planning.

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

Help investors beat FOMO

An OSC Dialogue panellist highlighted the need for investor coaching

  • By: Katie Keir
  • November 24, 2021 November 24, 2021
  • 16:49

How advisors can help build clients’ confidence

Investors may require more holistic and thoughtful advice than ever before

How to better serve a diverse clientele

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face