Most Canadians are familiar with the duties of an estate executor. But what are the duties of the trustee? And what happens if the trustee doesn’t perform them properly? Anthea Law, partner at Vogel ...

Grey divorce can also significantly disrupt retirement cash flow planning — retirement planning, safe withdrawal assumptions, ...

What is the advisor sitting across from a client today supposed to do with this? The article is addressed to firm CEOs and ...

The OSC sought leave to appeal that ruling, and today the Supreme Court granted that leave — meaning that it will now consider where to set the limits on regulators’ investigative summonses.

Sun Life has been part of the Canadian financial services landscape since 1865, but it’s their new investment dealer, Sun ...

Mike Floyd, CEO of ThinkForces Advisory Group, on how to get AI right in the Canadian wealth management industry. It is more than a technology shift, he says — it is an opportunity to rethink firm ...

Markets in North America were mixed on Tuesday as U.S. inflation data spurred a rotation away from the technology sector ...

Statistics Canada says wholesale sales, excluding petroleum, petroleum products, and other hydrocarbons and excluding oilseed ...

The Canadian Council of Insurance Regulators (CCIR) has released its strategic plan for 2026-29, “narrowing” its focus on ...

If you know of other people moves in the financial industry and/or would like us to consider your announcement, email Alisha ...

Home ownership is still viewed by many Canadians as the path to wealth. In fact, a recent RBC-commissioned Leger poll of about 1,700 Canadians found that even in today’s challenging housing market, ...

Markets in Toronto and New York retreated on Friday as rising global oil prices and fears of higher inflation shook the ...