News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Stakeholders want it to be clear that beneficiary designations indicate the deceased's wishes
By Rudy Mezzetta |July 13, 2021
4 min read
Industry
Stock price declines were attributable to Covid-19, not accounting errors
By James Langton |June 30, 2021
2 min read
A judge has given PwC 60 days to sort out funds' finances before appointing lawyers to represent investors
By James Langton |June 23, 2021
3 min read
The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000
By James Langton |June 18, 2021
Some estate experts argue changing the law could lead to unintended consequences
By Rudy Mezzetta |March 11, 2021
5 min read
Life
Hedge funds argued they should be able to make unlimited deposits for a guaranteed return
By Greg Dalgetty |March 11, 2021
B.C. court certifies claim alleging investors overpaid
By James Langton |February 4, 2021
1 min read
However, cases against Canadian firms hit an all-time high
By James Langton |February 3, 2021
The proposals would radically alter securities regulation in Ontario
By James Langton |January 22, 2021
List of 70 recommendations includes major governance changes to Ontario Securities Commission
By The Canadian Press |January 22, 2021
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