Report Cards

Special Reports

FSCO to revamp insurance advisors’ compliance exams

November 7, 2017 Megan Harman
Special Reports

Former finance minister takes aim at embedded commissions, tax changes

November 7, 2017 Megan Harman
Special Reports

MFDA: Signature falsification still a problem

November 7, 2017 Megan Harman
Law Commission of Ontario proposes new rules relating to POAs
Special Reports

IFB launches continuing education platform

November 6, 2017 Megan Harman
Much debate on new CE proposals
Special Reports

Life insurance tax changes: Winners, losers and what advisors need to know

November 6, 2017 Kevin Wark
Life insurance tax changes: Winners, losers and what advisors need to know
Special Reports

Institutional investors warm up to responsible investing

October 31, 2017 Leah Golob
Special Reports

Benefits of life interest trusts for HNW clients

October 29, 2017 Kevin Wark
Benefits of life interest trusts for HNW clients
Special Reports

Discussing wills has many benefits

October 27, 2017 Rudy Mezzetta
Special Reports

Taking responsibility

October 27, 2017 Leah Golob
Special Reports

Key yearend tax planning tips

October 25, 2017 Jamie Golombek
Key yearend tax planning tips
Special Reports

New technology will change advisors’ business model

October 24, 2017 Grant McIntyre
New technology will change advisors’ business model
Special Reports

Systemic risk factors next focus of RI

October 23, 2017 Leah Golob