Capital gains changes tip the scales for business owners
Incorporated professionals must consider deferral, dividends and deductions
Top stories
FSRA chief tapped for Ontario Energy Board
Proposed appointment still needs to be confirmed by legislative committee
OSC to increase focus on DIY investors
The regulator also wants to toughen enforcement and see better advice given at banks
Misleading disclosure wasn’t material, BCSC panel finds
Misrepresentation allegations against pharma company and CEO dismissed
- By: James Langton
Don’t rush to sell assets due to higher inclusion rate, experts say
Determining how long the client was going to hold the asset is an important factor in the decision
- By: Rudy Mezzetta
Sustainable fund flows lagged industry in Q1: Morningstar
Bond funds drove the positive net flow activity as assets hit record high
- By: James Langton
SEC sanctions systematic audit firm failures
Firm allegedly recycled audit papers, routinely failed to meet standards
- By: James Langton
Capital gains tax changes not included in Freeland’s proposed budget legislation
The changes are expected to come in a separate piece of legislation
Emerge ETFs unitholder calls for greater regulatory oversight
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
- By: Melissa Shin
Ivey summer program aims to attract women to financial services
Undergrad's intimidation changed to interest with Women in Asset Management program
- By: Noushin Ziafati
Delay for OSC’s Bridging hearing denied
Tribunal refused to pause its proceedings while lawyers try to get paid
- By: James Langton
Canadian interest rates don’t have to match U.S. or global rates: Macklem
Forecasters widely expect the Bank of Canada to lower its policy rate in June or July
TD penalties expected to be higher on alleged money laundering link: analyst
Bank says it's working to strengthen its anti-money laundering program
Business insolvencies spike in Q1, consumer insolvencies also rise
It's the largest year-over-year increase in business insolvencies in 37 years, association says
- By: Canadian Press
Fed leaves interest rates at two-decade high
Board says inflation has remained stubbornly high in recent months
Crypto ETFs continue losing ground to U.S. competitors
Total inflows for Canadian ETFs has hit $19 billion for the year to date
- By: Noushin Ziafati
Emerge ETFs class action won’t proceed
Fund manager has no assets or insurance, lawyer says
- By: Melissa Shin
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
Invalid wills: How far is too far?