Investment in Canadian fintech in the first half of the year was down but not out amid heightened economic uncertainty, based on KPMG International’s bi-annual fintech report.

The Canadian Investment Regulatory Organization (CIRO) says it shut down some of its systems as a precaution after identifying a cybersecurity threat on Aug. 11.

Photo by Jan Antonin Kolar on Unsplash A proposed new order type that Cboe Canada sought to introduce for its MATCHNow trading book — which would have allowed dealers and traders to specify who their ...

Catch up on today's movesGo here for the latest TSX numbers, here for the latest CSE numbers, and here for the latest Cboe Canada numbers. Go here for global market numbers from Bloomberg’s World ...

Clients who lived and worked in the United States may have accumulated retirement savings in U.S. plans. Or they may have inherited a U.S. plan on the death of a spouse or received a portion of a U.S.

Conventional wisdom and popular personal financial advice suggest that asset allocation should shift toward bonds as investors move toward retirement. Rules of thumb like “100 minus your age” in ...

AdobeStock / Loreanto Incorporated business owners are often skeptical of paying into the Canada Pension Plan (CPP). They believe they’re getting a bad deal by paying both the employer and the ...

Upon death, absent a qualified rollover to a surviving spouse or partner, the fair market value of an RRSP or RRIF is included in the deceased’s estate as taxable income. The liability to pay the ...

AdobeStock / Joyfotoliakid You have a lot to remember as an advisor, so we’ve assembled this reference list of tax numbers. We’ll update it as things change. Working clients Maximum RRSP contribution: ...

In today’s consumer-savvy world, the amount you pay for a product or service is typically open to negotiation. Or if you’re patient, the product will likely go on sale, or you can search online for a ...

Some clients may have heard that adding children to a home title can avoid probate fees, make the estate process simpler and give the children the right of survivorship. However, “there are some ...

Management expense ratios (MERs), which have dropped over the past decade, accounted for nearly $31 billion in revenue for the investment funds industry in 2023, based on a report from the Investment ...