News and resources for Canada's top financial advisors
Est. 1998
Tax News
However, the bank and insurer surtax remains at 1.5% for profits over $100M
By Melissa Shin |August 9, 2022
2 min read
Industry
Capital for climate risks needs to be global, finds C.D. Howe report
By James Langton |June 21, 2022
Market Insights
Active management continues to be important with high inflation and relatively low interest rates, HSBC executive suggests
By Greg Meckbach |June 20, 2022
Spike in market volatility likely to hurt fee revenues, investor confidence
By James Langton |June 13, 2022
Mystery shopping exercise finds consumers felt good despite banks’ poor sales practices
By James Langton |May 26, 2022
Plaintiff brought case on behalf of TD Bank clients who were charged multiple NSF fees in connection with a single transaction
By James Langton |May 9, 2022
3 min read
High-profile hires have helped to erode some of the stigma around the space
By Ian Bickis, Canadian Press |May 4, 2022
4 min read
Multiple firms made announcements, plus BMO's Auerbach released a long-awaited retirement note
By Katie Keir |April 22, 2022
Consumer groups call on Freeland to designate OBSI as binding bank ombud
By James Langton |February 24, 2022
With this announcement, three of the Big Six now have specialized lending programs
By Melissa Shin |February 18, 2022
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