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Federal Court dismisses FATCA charter challenge

The judge said the affected people have only a limited expectation of privacy in their banking information

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IMF upgrades U.S. forecast, downgrades outlook for global economy

Projections include 2.6% growth in U.S., 1.5% growth in Canada

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CEO of TD Ameritrade to step down in 2020

Tim Hockey did not explain his decision to leave

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MFDA proposes changes to CE accreditation process

Regulator may outsource task of accrediting CE activity to third-party firms

  • By: Staff
  • July 19, 2019 July 19, 2019
  • 16:48
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Will the ECB cut rates before the Fed?

The bank's next policy meeting is on Thursday


Court rules in favour of former Manulife employee

Senior customer relationship manager announced plans to retire, then decided to stay with the company

  • By: Staff
  • July 19, 2019 July 19, 2019
  • 14:14
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Equifax to pay up to $700M in data breach settlement

Settlement includes up to $425M in monetary relief to customers

magnifier and graph, basic tools of technical analysis on the stock market.

Mackenzie shakes up portfolio management for 26 funds

Nelson Arruda takes over portfolios managed by the departing Alain Bergeron

  • By: Staff
  • July 22, 2019 July 22, 2019
  • 10:44
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CI Investments changes subadvisor on funds

Certain funds also have a new lead PM, while risk ratings of others have been changed

  • By: Staff
  • July 22, 2019 July 22, 2019
  • 12:27

Caldwell Investment Management to pay $1.8 million for best execution violations

The OSC found the firm directed client trades through an affiliated dealer when better terms were available elsewhere

Family plays

Mortgage stress test is now less stressful

The Bank of Canada has lowered its qualifying rate by 20 basis points


Genus Capital Management to pay back $1.67 million to clients in settlement with BCSC

The violation involved using 'soft dollars' to develop in-house software

Beijing, China - October 15, 2013: Portrait of a Elderly Chinese men enjoying a game of cards with friends in the surroundings of the Temple of Heaven in Beijing, China.

Seniors unhappy with mutual funds, disclosure docs: report

Seniors make up 30% of the population, but account for 38% of the complaints made to OBSI

  • By: Staff
  • July 18, 2019 July 18, 2019
  • 13:16

Alain Bergeron named EVP, CIO at iA Financial Group

He replaces Michel Tremblay, who retired at the end of May

  • By: Staff
  • July 19, 2019 July 19, 2019
  • 15:59
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Pension or commuted value: 7 criteria to make the decision

Help clients who have changed employers

Canadian consumer insolvencies on the rise

Data from May show an 8.6% year-over-year increase

  • By: Staff
  • July 4, 2019 July 4, 2019
  • 10:55

Presenting an impactful financial plan

Five steps for success

Robo-advisor Smart Money for Her targets women

The platform incorporates assumptions such as longer life expectancy and different career paths

  • By: Staff
  • June 25, 2019 June 25, 2019
  • 12:09