Industry moves: François Trahan joins BMO as chief investment strategist
Plus, moves at Our Family Office, Harvest ETFs, Manulife Wealth, Canada Life and more
- By: Alisha Hiyate
- January 12, 2026 January 9, 2026
- 04:00
Latest news in Industry News
Personal tax items to consider for clients in 2026
From perennial opportunities to new developments, here are tax highlights for the new year
- By: Michelle Schriver
- January 12, 2026 January 12, 2026
- 04:00
Registered plan contributions, conversations in 2026
Use these tips to talk TFSAs, RRSPs and FHSAs in the new year
- By: Michelle Schriver
- January 9, 2026 January 9, 2026
- 16:00
Canadians’ health-adjusted life expectancy at 65 stays steady
However, healthy life span from birth has fallen by two years from 2019
- By: Jonathan Got
- January 9, 2026 January 9, 2026
- 15:56
Canadian general government posts $4.1B surplus in Q3
Social security funds posted a surplus of $13.5B for the quarter
- By: Jonathan Got
- January 9, 2026 January 9, 2026
- 11:13
Laurentian Bank buying group annuity contracts to derisk pension plans
The bank announced a split sale to Fairstone Bank, National Bank last year
- By: The Canadian Press
- January 9, 2026 January 9, 2026
- 09:32
PE firm buys minority stake in Montrusco Bolton
AMG, Fonds de solidarité FTQ sell interests to Walter Global Asset Management
- By: Alisha Hiyate
- January 8, 2026 January 8, 2026
- 17:06
Budget office expects Federal Reserve to cut rates in 2026
Also, the CBO projects that real GDP growth in the U.S. will rise to 2.2% in 2026
- By: Fatima Hussein, The Associated Press
- January 8, 2026 January 8, 2026
- 15:48
Early birds can begin filing their taxes in the U.S. on Jan. 26 this year
A National Taxpayer Advocate report to Congress warned that the 2026 season could be rocky
- By: Fatima Hussein, The Associated Press
- January 8, 2026 January 8, 2026
- 15:20
Carney heads to China next week for 1st visit by a prime minister in 8 years
International security, trade highlight the agenda for Carney's visit
- By: David Baxter and Dylan Robertson, The Canadian Press
- January 7, 2026 January 7, 2026
- 11:41
‘Economic war’ and growing disparity key worries of bank CEOs
Leaders flag national security as a pressing concern
- By: Ian Bickis, The Canadian Press
- January 6, 2026 January 6, 2026
- 10:38
Tech roundup: New financial planning software launches
Also, Conquest’s new CEO and new insurance partnership
- By: Jonathan Got
- January 5, 2026 January 5, 2026
- 13:30
Minto Apartment REIT going private with Crestpoint in $2.3B deal
Deal comes as rental market prices face downward pressure
- By: Ian Bickis, The Canadian Press
- January 5, 2026 January 5, 2026
- 12:20
New licensing process begins in Ontario for out-of-province insurance advisors
The change aligns with labour mobility legislation
- By: Michelle Schriver
- January 5, 2026 January 5, 2026
- 10:14
City of Surrey lawsuit alleges fraud funds deposited in CIBC, Coast Capital accounts
City seeks to recover $2.5 million in civil suit
- By: Darryl Greer, The Canadian Press
- January 5, 2026 January 5, 2026
- 09:41
Moving days: A look back at 2025’s key industry moves
Jamie Coulter made news when he resigned as CEO of Raymond James Ltd. — he wasn't the only one to make a change
- By: IE Staff
- December 31, 2025 January 5, 2026
- 13:14
O’Malley, Bonham named to Order of Canada
The two were among 80 new appointees, which also included artists, scientists and Supreme Court justices
- By: IE Staff
- December 31, 2025 December 31, 2025
- 11:33
ETF series under scrutiny
Fee fairness and disclosure, potential for conflicts of interest among issues in CSA consultation
- By: Yan Barcelo
- December 31, 2025 December 30, 2025
- 01:42
With the legendary Warren Buffett stepping back, Berkshire Hathaway enters a new era
Buffett remains chairman and controls nearly 30% of the voting power in the stock
- By: Josh Funk, The Associated Press
- December 30, 2025 December 30, 2025
- 10:30
CRA confirms bare trusts don’t have to file for 2025 tax year
Updated proposed filing exemptions are in Bill C-15
- By: Michelle Schriver
- December 30, 2025 December 30, 2025
- 09:29
Confidence a bigger determining factor of savings than financial literacy
Confident and knowledgeable retirement plan members are most likely to seek advice
- By: Jonathan Got
- December 30, 2025 December 29, 2025
- 01:00
Sisu Investment boosts its stake in Wilmington Capital
Sisu paid $6.5 million to gain a more prominent minority shareholder position
- By: Kevin Press
- December 29, 2025 December 29, 2025
- 11:39
With CRM3 around the corner, here’s how financial services firms are preparing
Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients
- By: Noushin Ziafati
- December 29, 2025 January 5, 2026
- 01:00
Financial industry’s New Year’s resolutions
Optimism for tech and growth comes with market and macroeconomic concerns
- By: Jonathan Got
- December 29, 2025 January 7, 2026
- 01:00
How RBC Insurance’s AI underwrites, detects fraud
AI tool targets profitability, efficiency: digital chief
- By: Jonathan Got
- December 28, 2025 January 30, 2026
- 10:00