CIRO proposes new fee model

Regulation

CIRO proposes new fee model

Fees to rise for most firms as minimums go up, certain dealers pay higher share

By James Langton |April 25, 2024

3 min read

Regulation

Fund costs fell after CRM2

CSA research details the evolution of fund costs in the face of transparency reforms

By James Langton |April 25, 2024

2 min read

Tax News

CRA to charge 9% interest on overdue tax in Q3

Prescribed rate to dip as inflation eases

By Rudy Mezzetta |April 24, 2024

2 min read

Tax News

Feds to give CRA new powers to compel data from taxpayers

The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance

By Melissa Shin  and  Rudy Mezzetta |April 25, 2024

3 min read

Trending

Is 65 the new 45?

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Sun Life Global Investments logo
How One Advisor Doubled His Book in Six Years

Partner Reports

How One Advisor Doubled His Book in Six Years

Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.

Tax News

Higher capital gains inclusion rate and mutual funds

Mutual fund corporations can pass gains to unitholders

By Melissa Shin |April 25, 2024

3 min read

Tax News

Budget softens mandatory tax disclosure regime

While financial advisors are still subject to the rules, the budget change could undermine lawyers’ Charter challenge

By Michael McKiernan |April 23, 2024

3 min read

Regulation

Tribunal asked to pause OSC’s Bridging case

Lawyers for firm’s founder seek adjournment amid unpaid legal bills

By James Langton |April 24, 2024

2 min read

Industry

CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read

Tax News

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Tax News

Bare trusts still must file a UHT return

April 30 deadline looms for 2022 and 2023 UHT returns

By Rudy Mezzetta |April 19, 2024

3 min read

Featured Columnists

View all → →

Kevin Wark

Insurance

Income splitting revisited

April 15, 2024|4 min read

Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

April 9, 2024|4 min read

Mark Rosen

Investments

Handling corporate proxy fights

March 14, 2024|3 min read

What’s happening with Emerge ETFs?

Businessman reading document contract papers with magnifying glass at office desk, close up with selective focusBusinessman looking through a magnifying glass at documents.ETF Exchange traded fund Trading Investment Business finance concept on virtual screen.

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

How to improve confidence in ETFs

By Melissa Shin |March 25, 2024

All Podcasts →

Market Opportunities Amid Improving Economic Growth

Balanced portfolio delivers over long term, multi-asset manager says.

Featuring Michael Sager|April 22, 2024

From

What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek|April 17, 2024

From

Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

From

Opportunities in Corporate Bonds

Investors can take advantage of higher yields, inverted curve, portfolio manager says.

Featuring Pablo Martinez|March 28, 2024

From

Webinar

All webinars →
A man and a woman studying an iPad in professional setting

Maximize opportunities: Insurance lending as a key to growing your business

Thursday, April 25, 2024 at 1:00 pm ET

Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

Sponsored by
Equitable Bank
Watch now and earn CE credits