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The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning


Court rules in favour of former Manulife employee

Senior customer relationship manager announced plans to retire, then decided to stay with the company

The post Court rules in favour of former Manulife employee appeared first on Advisor.


Posted on: Fri, 19 Jul 2019 18:14:32 +0000

Vanguard lowers risk ratings on ETFs

Changes affecting 13 funds are effective immediatly

The post Vanguard lowers risk ratings on ETFs appeared first on Advisor.


Posted on: Fri, 19 Jul 2019 16:12:16 +0000

Scotiabank closes first green bond offering

The bank sold US$500 million of 3.5-year bail-in notes

The post Scotiabank closes first green bond offering appeared first on Advisor.


Posted on: Fri, 19 Jul 2019 15:20:15 +0000

Mortgage stress test is now less stressful

The Bank of Canada has lowered its qualifying rate by 20 basis points

The post Mortgage stress test is now less stressful appeared first on Advisor.


Posted on: Fri, 19 Jul 2019 15:01:33 +0000

Retail sales dip in May on lower grocery and liquor spending

Lousy weather may have contributed

The post Retail sales dip in May on lower grocery and liquor spending appeared first on Advisor.


Posted on: Fri, 19 Jul 2019 14:23:02 +0000

OSFI proposes revisions to banks’ liquidity, capital rules

Regulator plans to implement revisions by Jan. 1, 2020

The post OSFI proposes revisions to banks’ liquidity, capital rules appeared first on Advisor.


Posted on: Thu, 18 Jul 2019 21:31:08 +0000

Investment sentiment tilts to U.S. equities, gold

Advisors and investors are less enthusiastic about cannabis and other Canadian stocks, surveys find

The post Investment sentiment tilts to U.S. equities, gold appeared first on Advisor.


Posted on: Thu, 18 Jul 2019 20:36:34 +0000

Boomers worried they aren’t saving enough: survey

Also, a separate survey finds that female investors in Alberta lack confidence

The post Boomers worried they aren’t saving enough: survey appeared first on Advisor.


Posted on: Thu, 18 Jul 2019 19:09:18 +0000

Selling real estate? The CRA is watching

What clients need to know about reporting transactions

The post Selling real estate? The CRA is watching appeared first on Advisor.


Posted on: Thu, 18 Jul 2019 19:00:13 +0000

Home prices in Canada nearly flat year over year

However, the weakness isn't broad-based

The post Home prices in Canada nearly flat year over year appeared first on Advisor.


Posted on: Thu, 18 Jul 2019 17:41:39 +0000