News and resources for Canada's top financial advisors
Est. 1998
Industry
Regulators to marry changes to disclosure rules with electronic access
By James Langton |October 3, 2023
2 min read
Regulation
Firms not disclosing investments' negative ESG impact, Paris alignment
By James Langton |September 29, 2023
Proposal aims to ease regulatory costs, encourage capital formation by mature issuers
By James Langton |September 21, 2023
Regulator aims for truth in advertising, seeks to combat greenwashing
By James Langton |September 20, 2023
3 min read
The aim is informed capital allocation decisions
By James Langton |September 19, 2023
Tax News
The Federation of Law Societies of Canada argued that the new regime violates the Charter of Rights and Freedoms
By Michael McKiernan |September 15, 2023
The 90-day deadline for the first mandatory disclosures under the new law is Sept. 20
By Michael McKiernan |September 11, 2023
Robo-advisor violated rules when touting hypothetical performance
By James Langton |August 21, 2023
Bill C-42 would bring public access to private corporations’ beneficial ownership info
By Michael McKiernan |August 2, 2023
4 min read
Advisors will need to consider whether to report transactions even if they're not required to
By Michael McKiernan |July 12, 2023
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