Toronto pension firm sues Scotiabank over pension plan for doctors

Claim for $700M alleges Medicus Pension Plan was built on confidential information

By Michael McKiernan |March 1, 2024

3 min read

Richardson Wealth adds retention bonuses for advisors

The bonuses will total $15.2 million for advisors who stay until at least November 2026

By Rudy Mezzetta |March 1, 2024

3 min read

How to talk about mental health with clients

Active listening and asking the right questions are key to checking on clients’ sense of well-being

By Jonathan Got |February 28, 2024

3 min read

Sustainable funds hit AUM record despite ETF outflows

Analysis from Morningstar Direct found most of the AUM increase came from market appreciation

By Melissa Shin |March 1, 2024

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

Navigating the Future with Skyline Apartment REIT

Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.

Big bank earnings challenged by expenses: Fitch

Upfront spending weighs on banks’ bottom lines, despite revenue growth

By James Langton |March 1, 2024

2 min read

Investors wary of AI for investment decisions: survey

They want investment firms to be transparent about the use of AI and smart about mitigating risks

By Jonathan Got |February 29, 2024

3 min read

CMHC ends first-time homebuyer incentive

The first-time home buyers’ tax credit is unaffected

By Ian Bickis, Canadian Press |March 1, 2024

2 min read

Nova Scotia indexes its tax brackets

Provincial budget states the move will save taxpayers $160 million a year by 2028

By Michael Tutton and more|March 1, 2024

4 min read

Pro bono work can pay off long term

The time commitment varies but does not have to be onerous

By Allan Janssen |February 26, 2024

4 min read

What happens if a mutual fund trust loses its status?

The rare occurrence can affect eligibility for registered plans, but there’s relief for temporary situations

By Melissa Shin |February 27, 2024

3 min read