No TFSA info in CRA portals? No problem, advisors say
Financial advisors’ groundwork informs account decisions and helps avoid overcontributions
- By: Michelle Schriver
- June 6, 2025 June 13, 2025
- 16:49
Financial advisors’ groundwork informs account decisions and helps avoid overcontributions
Assets, earnings up in Q1, but erratic policy to dampen M&A: Moody's
Regulators propose to ease retail investor access to crypto products
Finfluencers warned, charged, over unregistered activity
Making career paths more clear and entry-level positions more accessible will build a stronger pipeline of future planners
Leadership changes at Desjardins, BMO Financial and CDPQ
Prime Minister Mark Carney promised to eliminate barriers to interprovincial trade by July 1
SRO proposes rule changes that give firms time for appeals to SEC
Gains in healthcare and hospitality offset by losses in government and manufacturing
Student job market weakens and unemployment reaches highest level since 2016 outside pandemic
Agency says businesses can make environmental claims if they're truthful, not misleading and backed by proper evidence
Also, 39 new funds hit the market in yet another busy month for the ETF industry
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