FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection
Projected returns slightly lower for equities, fixed income compared to last year's guidelines
- By: IE Staff
- April 16, 2026 April 16, 2026
- 14:47
Projected returns slightly lower for equities, fixed income compared to last year's guidelines
Offers end July 31, and policies must be in force for one year to be eligible
Reforms seek to ease burden, impediments to short activity
Regulator looks to rebalance supervisory needs with costs, data privacy
With reduced deduction of investment counsel fees, many trusts need to amend tax returns
Courts have discretion to award costs against a person acting for estate
Its economy grew 1.3% compared to Q4 2025, the fastest pace in a year
The result helped boost its net AUM to $4.8B at the end of the year
The association expects a total of 474,972 residential properties to be sold this year
U.S. stocks have leaped more than 10% since hitting a low in late March
Much of the rally is due to expectations for calming tensions in the U.S.-Israeli war on Iran
In finance, insurance, real estate and leasing, business exits have outpaced starts since mid-2023
Meanwhile, the U.S. stock market held relatively steady near its records
Paper calls for guardrails against negative side effects of digital innovation
Asset performance to weaken as growth slows and inflation, rates face pressure
Shell companies, crypto exchange processed US$470 million in drug money
In series of legal filings, regulator claims exclusive jurisdiction
Project designed to avoid creating needless burden with new regime
The Fed left its benchmark interest rate unchanged for 3rd straight meeting on Wednesday
U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market
Meanwhile, Canadian direct investment abroad rose 2.8% to $2.4 trillion
Powell has signalled he could stay on Fed board after term as chair ends May 15
Seasoned ETF exec will help asset manager build "an entire footprint" in the country
Plus, another BMO alum joins software firm, new faces at Manulife and Optimize Wealth, and more
Plus, a new gold bullion mutual fund and a slew of product lineup changes
Clarity for clients makes it easier to shop across carriers
At the same time, both fund types recorded positive net sales