BMO Private Wealth adds leaders from TD, RBC and Broadridge

Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm

By Melissa Shin |February 21, 2024

2 min read

$5.2 billion in home office expenses claimed last tax season

CRA has indicated that employees who worked from home in 2023 by choice can claim employment expenses

By Rudy Mezzetta |February 21, 2024

3 min read

CRA announces prescribed rate for Q2

Agency confirms the interest rate Canadians must pay on overdue tax will remain 10%

By Rudy Mezzetta |February 21, 2024

2 min read

When you and your firm clash over client communications

In a hypothetical scenario, a financial advisor takes issue with a marketing message

By Michelle Schriver |February 20, 2024

6 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.

When you and your firm clash over client communications

In a hypothetical scenario, a financial advisor takes issue with a marketing message

By Michelle Schriver |February 20, 2024

6 min read

OSC shines a light on “dark” arts of online investing

Investors face risks from sludge, nudges and other hidden tactics

By James Langton |February 21, 2024

2 min read

SeeWhy Learning sues Advocis over non-payment of study materials

The national financial advisors association alleges it was overcharged

By Michelle Schriver |February 13, 2024

4 min read

iA Financial Group reports net income of $248 million for Q4 2023

Earnings per share were $2.46, up from $1.71 a year earlier

By Jonathan Got |February 21, 2024

2 min read

Product news: Mackenzie launches halal mutual fund

Also, Lester Asset Management launches Canada’s first biodiversity fund

By Jonathan Got |February 20, 2024

3 min read

Surge in newcomers slows population aging: StatsCan

For the first time, millennials outnumber baby boomers, thanks to robust immigration

By James Langton |February 21, 2024

2 min read