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Planning and Advice

Adjusting cash-flow plans for financial windfalls

Four ways to help clients maximize extra money

By Stephanie Holmes-Winton |March 3, 2026

3 min read

Regulation

Scotia reaches NSF fees class action settlement

Proposed settlement faces court approval hearing in June

By James Langton |March 3, 2026

1 min read

Regulation

CIRO’s tenure plan tests the meaning of independent

Term limits matter, now more than ever for the self-regulatory organization

By Harvey Naglie |March 3, 2026

3 min read

Economic Indicators

Rising foreign investment in Canada doesn’t tell the whole story, economists say

FDI hit $96.8B last year, the highest level since 2007

By Craig Lord, The Canadian Press |March 3, 2026

2 min read

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Industry Insights

Dig deeper into Canada’s portfolio superpower.

Mining the tax-saving opportunities in flow-through investing.

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Industry

Tech roundup: Toronto wealthtech launches AI operating system

Plus, Canadian fintech investment moderates to US$2.4B in 2025

By Jonathan Got |March 3, 2026

3 min read

Industry

Ontario DB plan solvency ratios remained stable in Q4

Plan sponsors and administrators should remain vigilant in 2026: FSRA

By Jonathan Got |March 3, 2026

2 min read

Regulation

BCSC settles with director over alleged crypto fraud

Platform used investors’ money to finance operations, fund withdrawals

By James Langton |March 2, 2026

2 min read

Products

Canadian ETF Association pushes for reforms in light of ‘tsunami on the horizon’

Group warns that surge of ETF share class launches in the U.S. could threaten Canada’s industry

By Noushin Ziafati |March 2, 2026

7 min read

Research

CRM3’s winners and losers

Cost transparency is coming — 5 implications and 3 big takeaways

By Mike Banham |February 26, 2026

3 min read

Regulation

Class action against FSRA over PACE dismissed

Court rejects theory that investor disclosure is required for share transfers

By James Langton |March 2, 2026

2 min read

Featured Columnists

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Stephanie Holmes-Winton

Planning and Advice

Adjusting cash-flow plans for financial windfalls

March 3, 2026|3 min read

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Kevin Press

Industry

TikTok would be a better place with more financial advisors

February 27, 2026|4 min read

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Neela White

Retirement is more expensive than your client thinks

February 27, 2026|4 min read

Regulation

RegulationsMan stopping line of dominoes from fallingPeople and announcements

CIRO issues series of guidance updates

By James Langton |February 24, 2026

FSRA pauses work on new licensing rule for MGAs

By Staff |February 23, 2026

CIRO calls for boost to independent director limits

By James Langton |February 19, 2026

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Alternative credit hedges risk while boosting returns

Featuring Gino Di Censo | March 2, 2026

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Beyond AI, housing and industrials are set to surge

Featuring Natalie Taylor, CFA | February 23, 2026

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Balance sheets beat hype in AI race

Featuring Mickey Ganguly | February 13, 2026

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Policy and tech to fuel next growth cycle

Featuring Éric Morin | February 9, 2026

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