Canada's leading resource for client-facing advisors. @CFAToronto Publication of the Year, 2019 and 2017. Subscribe: bit.ly/advisorsub
Joined March 2009
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24 Feb 2025
Investors who made money from an alleged Ponzi scheme are now facing efforts to claw back their gains, which would be shared with the larger group of investors that lost money. buff.ly/419LFWt
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24 Feb 2025
Canada’s largest pension funds are making headway on climate change, even as an upcoming federal election and a new U.S. administration have the potential to spark a retrenchment on environmental policies. buff.ly/3Qyo391
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24 Feb 2025
Online tax filing officially begins today, and taxpayers may have questions about the timing of some tax slips or be uncertain about penalty relief arising from the proposed increase to the capital gains inclusion rate and its subsequent deferral. buff.ly/3QxqHvF
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21 Feb 2025
A steady stream of referrals is critical to the health and sustainability of any financial advisory practice. Advisors understand this, yet few have an intentional strategy to inspire and motivate referrals. buff.ly/3QtLcJO
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21 Feb 2025
Driven by higher energy prices, weather, and geopolitics, the cost of raw materials and industrial products surged in January, according to new data from @StatCan_eng. buff.ly/41pf408
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21 Feb 2025
Federal financial regulators have introduced new guidance on banks’ cryptoasset exposures, proposed changes to their capital rules, and signalled plans to revise the climate disclosure requirements. buff.ly/3Xb2e2W
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20 Feb 2025
With investment dealers keen to take part in the federal government’s effort to facilitate banking sector innovation through “open banking,” the @CIRO_OCRI said that it’s working to help them get in on the action. buff.ly/3ENu7bb
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20 Feb 2025
In its current political state there’s not much the federal government can do in the short term to address the economic fallout of a trade war, but federal coffers are in good enough shape to help ease the pain of tariffs, says @DesjardinsGroup. buff.ly/4gOWXF9
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20 Feb 2025
Driven by a sharp rise in credit card debt, household debt growth accelerated in December, according to new data from @StatCan_eng. buff.ly/4bbBdSF
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19 Feb 2025
Gen Z Canadians are the most likely to say they have been a victim of a financial fraud attempt, but are also the least likely to speak about it to their family, according to a survey released by @TD_Canada. buff.ly/4b55e6Q
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19 Feb 2025
A former rep who tried to mollify a couple of dissatisfied clients by providing them with falsified portfolio values has been sanctioned in a settlement with securities regulators. buff.ly/4b7E8fi
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19 Feb 2025
The technology sector had a strong 2024, and despite some recent ups and downs, the outlook for 2025 remains bright, says Robertson Velez, portfolio manager for the CIBC Global Technology Fund. buff.ly/3EL3DqD
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18 Feb 2025
Money can be a major source of stress in relationships, but financial advisors can play a key role in helping couples navigate these conversations with confidence. buff.ly/3X8k72p
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18 Feb 2025
If your client has a life income fund that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province. buff.ly/4hILN6d
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18 Feb 2025
Each week, we summarize notable moves across the financial industry. Here are the latest developments. buff.ly/42YNYy0
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13 Feb 2025
A British Columbia court has ruled against a woman who sought to revise her mother’s will to have her $1.8-million inheritance placed into a discretionary trust, in an effort to preserve her disability benefits. buff.ly/3QjHpi2
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13 Feb 2025
The potential for a long trade war with the United States, and the uncertainty it brings even if the threat isn’t realized, weighed heavily on the @bankofcanada’s governing council when it decided to cut interest rates last month. buff.ly/4hALryB
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12 Feb 2025
Michelle Alexopoulos has been appointed as an external deputy governor for the @bankofcanada. buff.ly/3Qgod4U
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12 Feb 2025
The withdrawal of five of Canada’s largest banks from the Net-Zero Banking Alliance likely reduces short-term transition risks, but increases the longer-term risks of failing to address climate change, says @MorningstarDBRS. buff.ly/40StHrb
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12 Feb 2025
Geopolitical risk is the top threat to Canadian economic growth in 2025, according to the @bankofcanada’s Q4 2024 Market Participants Survey. buff.ly/42RzDmU
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