Regulators update warning on advisor awards

Participating in recognition programs at all could be a compliance issue

By Melissa Shin | December 8, 2023

2 min read

Feds make two key changes to family business transfer rules 

Bill C-59 addresses issues flagged in the draft legislation

By Rudy Mezzetta | December 7, 2023

2 min read

Bridging faces $40M bill from receiver, counsel

Court asked to approve two years worth of fees in ongoing receivership

By James Langton | December 8, 2023

3 min read

New penalty remains as GAAR legislation tabled

Officials have no room to distinguish between cases driven by aggressive tax planning and those involving legitimate uncertainty

By Michael McKiernan | December 8, 2023

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Industry Insights

Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

OSFI maintains bank capital buffer

Regulator says vulnerabilities are high, but haven’t intensified in recent months

By James Langton | December 8, 2023

2 min read

Financial, economic conditions top industry worries

CSA publishes systemic risk survey summary

By James Langton | December 7, 2023

2 min read

Product news: Desjardins brings first ALDAs to market

Deferred annuities were first introduced in 2019 federal budget

By Mark Burgess | December 6, 2023

4 min read

Essential tax numbers: updated for 2024

Use this handy list of tax numbers as a quick reference

By Staff | December 1, 2023

3 min read

Industry moves this week

Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news

By Katie Keir | December 8, 2023

3 min read

Wellington-Altus focuses on growth with latest capital injection

Firm says $40-million investment from Cynosure will help attract top advisors

By Michelle Schriver | December 7, 2023

2 min read