Surging penalties for pre-signed forms contested for first time

Decisions on sanctions will serve as benchmarks for future settlement

By Michelle Schriver |March 26, 2024

6 min read

What we’ve learned from the Emerge ETFs saga

A year after an unprecedented cease-trade order, unitholders are still waiting for answers

By Melissa Shin |March 25, 2024

9 min read

Requests flood in for home office expense forms 

Some firms concerned CRA’s employee expense policy could thwart return-to-office initiatives, EY Canada tax expert says 

By Rudy Mezzetta |March 27, 2024

3 min read

How Daniel Kahneman’s research influenced financial advice

Economist’s findings helped advisors understand that people often make irrational decisions

By Melissa Shin |March 27, 2024

4 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.

As transition ends for FA title, product pushes back in the spotlight

In Ontario, mutual fund licensing is the most popular approved credential

By Michelle Schriver |March 21, 2024

5 min read

FSRA approves another credential for FP title use

CIFP brings the Chartered Financial Planner designation to new candidates

By Michelle Schriver |March 22, 2024

3 min read

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Ben Felix  and  Aravind Sithamparapillai |March 20, 2024

5 min read

Julie Martini sues Advocis for constructive and wrongful dismissal

The claim is the third against the national financial advisors association in recent months

By Michelle Schriver |March 22, 2024

4 min read

Ontario budget voices support for OBSI reform

Government endorses OSC’s investor protection, capital formation efforts

By James Langton |March 26, 2024

2 min read

Vincent Fraser becomes president of Croesus

Fraser will enhance platform features, continue European expansion, provide talent opportunities

By Jonathan Got |March 27, 2024

2 min read