Site Map for April 2025

Date
Title
Apr 30, 2025
Health insurance for high-net-worth individuals: what are the options for wealthy Canadians?
Apr 30, 2025
Mark Carney wins the vote but now the hard math begins
Apr 30, 2025
US tariff threat could push Canada into recession, Deloitte warns in 2025 forecast
Apr 30, 2025
Saving like it's 2020 again as Canadians brace for economic shocks
Apr 30, 2025
CIRO bans former advisor after $1.16m in off-book promissory note sales
Apr 30, 2025
Canadian equities set to gain from election result, maybe led by financials says CIBC
Apr 30, 2025
Global AUM at new record high of U$128T but industry reform is required, report warns
Apr 29, 2025
What will Liberal win mean for Canadian advisors?
Apr 29, 2025
Why US bonds are losing their reliability
Apr 29, 2025
'Finfluencer' whacked by regulator over securities law breach
Apr 29, 2025
CIRO fines advisor and firm $400k for offshore disclosure and oversight failures
Apr 29, 2025
Why are Canadian millionaires leaving the country?
Apr 29, 2025
TSX climbs as Canadians vote; Wall Street wavers ahead of key earnings
Apr 29, 2025
Election: Carney heads for narrow victory, Poilievre set to lose his own seat
Apr 29, 2025
CSA decision on climate disclosures is ‘a step backward’ says CPA Canada
Apr 29, 2025
“Finfluencer” whacked  by regulator over securities law breach
Apr 28, 2025
Stand out as an investment advisor
Apr 28, 2025
Trade tensions shadow Canadian election
Apr 28, 2025
Investigation uncovers $1.8 million theft by Ontario advisor
Apr 28, 2025
Trump's trade policies spark uncertainty in US markets
Apr 28, 2025
Staying invested, without the whiplash
Apr 28, 2025
Are you charging less than other advisors for subscription based advice?
Apr 28, 2025
The benefit of creative tax optimization strategies
Apr 28, 2025
Book your tables now for the 2025 Wealth Professional Awards gala in Toronto
Apr 28, 2025
Harbourfront Wealth expands to near $11 billion with HNW and family office boutique
Apr 28, 2025
House prices easing, mortgage rates falling mean good news for first time buyers
Apr 28, 2025
Americans earning under $200K could pay less tax, or perhaps nothing says Trump
Apr 25, 2025
The value of defensive REITs amid market volatility
Apr 25, 2025
Life insurance an overlooked asset in economic uncertainty: CCO
Apr 25, 2025
Top 10 celebrities with Canadian investment ties
Apr 25, 2025
CSA pauses climate and diversity disclosure reforms amid global uncertainty
Apr 25, 2025
OSC issues Canada-wide warrant after $11 million fraud charges against Banknote Capital directors
Apr 25, 2025
CIRO urges Canadians to verify identities as fake GIC sites impersonate registered advisors
Apr 25, 2025
CFIB expecting ‘significant contraction’ for Canadian economy in second quarter
Apr 25, 2025
Canadian millionaires may quit country over quality of life, economic downturn fears
Apr 24, 2025
How Charli Capital is helping advisors save time and scale their practice
Apr 24, 2025
Trump-Powell spat prompting geographic diversification, says portfolio manager
Apr 24, 2025
CapIntel partners with wealth firm to integrate proposal tools into advisor platform
Apr 24, 2025
Trump’s economic approval falls to new low across surveys
Apr 24, 2025
IMF warns of weaker global trade as Canada faces tariff-driven slowdown
Apr 24, 2025
Even up against the greenback, the loonie can’t crack the haven club
Apr 24, 2025
As tax refunds land in Gen Z bank accounts, how will they use the funds?
Apr 24, 2025
Financial services dominate Canada’s most valuable brands, but which one leads the pack?
Apr 23, 2025
Wealth Professional reveals Canada's leading Wealth Tech providers
Apr 23, 2025
Are distressed investing opportunities growing amid market uncertainty?
Apr 23, 2025
Gold hits US$3,500 as global buyers abandon dollar and seek safety
Apr 23, 2025
Shopify to face revived US data privacy lawsuit after court expands state jurisdiction
Apr 23, 2025
Housing downturn worsens as border tensions disrupts Canadian market stability
Apr 23, 2025
Your clients might be listening to finfluencers more than they’re listening to you
Apr 23, 2025
Investors dial back on Canadian mutual funds but ETF sales soar, according to new stats
Apr 23, 2025
Why have a third of Canadians trusted a finfluencer to inform a financial decision?
Apr 23, 2025
Top Portfolio Management Software and Fintech Providers in Canada | 5-Star Wealth Tech Providers
Apr 22, 2025
Canadian energy industry expressing cautious optimism amid tariff chaos
Apr 22, 2025
Top 10 regulatory changes affecting Canadian advisors
Apr 22, 2025
Canadians shift billions into US stocks as foreign investors pull back from Canadian equities
Apr 22, 2025
Only one in five Canadians knows the latest tax rules
Apr 22, 2025
Trump challenges Fed independence, causing markets to slide and bond yields to surge
Apr 22, 2025
TSX set for cautious open as US futures rebound following latest slump
Apr 22, 2025
Business sentiment in decline on both sides of the border
Apr 21, 2025
Slow is smooth, smooth is fast
Apr 21, 2025
Wall Street down 1% as markets weigh Powell removal risk
Apr 21, 2025
Canadian investors are missing out on energy transition opportunity, warns Mackenzie
Apr 21, 2025
Research, connections key in crypto due diligence process
Apr 21, 2025
CRA faces mounting pressure as filing errors and duplicate slips disrupt 2025 tax season
Apr 21, 2025
Wealth tax debate deepens as NDP, Buffett, and Dimon push for higher levies on richest earners
Apr 21, 2025
Carney pledges income tax cuts, $130 billion in spending, but rising deficits
Apr 21, 2025
Canadians leave thousands of dollars unclaimed by skipping tax return reviews
Apr 17, 2025
Will tariffs force the Bank of Canada to lower rates next time?
Apr 17, 2025
Tariff-hit markets stumble further as Powell signals limited Fed support
Apr 17, 2025
BCSC uncovers widespread crypto fraud operation
Apr 17, 2025
OMERS boosts equity holdings after Trump tariff market dip
Apr 17, 2025
Key takeaways from the BoC’s rate decision from strategists, economists
Apr 17, 2025
With globalization fractured, should investors consider country-specific ETFs?
Apr 17, 2025
Powell ‘threw equities under the bus’ by ruling out ‘Fed put’
Apr 17, 2025
Why do clients leave their advisors (and what can you do about it)?
Apr 16, 2025
Bank of Canada releases latest interest rate decision
Apr 16, 2025
'Extreme outcomes… are no longer unthinkable' – Capital Economics
Apr 16, 2025
China-US trade conflict providing global markets opportunity: Forstrong CEO
Apr 16, 2025
Is your company a top employer in wealth management?
Apr 16, 2025
Advisors confront home bias as Canadian clients shift away from US investments
Apr 16, 2025
Debt rises as four in ten face insolvency—what should advisors prioritise now?
Apr 16, 2025
Home sales fall since November, hitting lowest March level since 2009: CREA
Apr 16, 2025
Markets rise on tariff relief as tech gains lead Monday rally ahead of BoC decision
Apr 16, 2025
Sagard to take a strategic stake in secondaries investment firm
Apr 16, 2025
Purpose Investments launching another world first ETF as report reveals market strength
Apr 15, 2025
StatCan releases latest inflation figures
Apr 15, 2025
New Centurion CEO confident of navigating troubled waters
Apr 15, 2025
Bank of Canada confronts rate decision as tariff chaos disrupts forecasts
Apr 15, 2025
Caught between tariffs and inflation, the Bank of Canada treads carefully
Apr 15, 2025
Loonie climbs amid Bank of Canada rate decision and trade diversification support gains
Apr 15, 2025
GTA condo market braces for future supply crunch as developers pull back on new projects
Apr 15, 2025
Pricier housing markets see prices ease as more affordable locations gain
Apr 15, 2025
Canadians are improving their finances, less consumed by debt
Apr 14, 2025
The psychology of retaining clients
Apr 14, 2025
How to crush it before the next decade
Apr 14, 2025
Top talent in Canadian wealth to be honoured at 2025 Wealth Professional Awards
Apr 14, 2025
Early career success in financial planning hinges on customer service and networking
Apr 14, 2025
Grief Tax reveals hidden toll of loss, prompting advisors to rethink estate planning conversations
Apr 14, 2025
Canadian provinces report historic deficits, citing US tariffs and global instability
Apr 14, 2025
Inflation stats and interest rates: what are economists expecting this week?
Apr 14, 2025
Business confidence remains subdued in Canada and globally
Apr 14, 2025
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%
Apr 11, 2025
Protecting assets during market plunge
Apr 11, 2025
The role of trusts in financial plans
Apr 11, 2025
Wall Street faces retreat as EU weighs restrictions tied to Trump’s trade war
Apr 11, 2025
Is your client next? One in ten targeted Canadians fell victim to fraud
Apr 11, 2025
Oil CEOs call for rollback of federal policies as tariffs rattle global energy markets
Apr 11, 2025
Many Canadians are confused as April 30 tax deadline nears
Apr 11, 2025
BoC could speed up interest rate cuts in response to tariff risk
Apr 11, 2025
What is CIRO focusing on for the next year?
Apr 10, 2025
Fed to remain slow and steady amid market uncertainty
Apr 10, 2025
Despite tariff woes, uranium stocks hold long-term potential says analyst
Apr 10, 2025
Wealth transfer needs more attention, Money Wise says
Apr 10, 2025
CSA faces scrutiny as investor advocates demand end to chargebacks and exclusive fund sales
Apr 10, 2025
Wealth manager “intrigued” by Canadian energy as Q1 earnings approach
Apr 10, 2025
Warren Buffett adds US$11.5 billion to fortune as global markets lose trillions on Trump tariffs
Apr 10, 2025
Investors want you to ask them about responsible investing, report reveals
Apr 10, 2025
Wealthsimple acquires couples-focused US wealth management platform
Apr 10, 2025
After ‘liberation day’ blockbuster, Trump’s sequel is a box office hit
Apr 09, 2025
Finding opportunities during market decline
Apr 09, 2025
BlackRock CEO says CEOs think recession likely and warns stocks could drop 20%
Apr 09, 2025
Advisors brace for ripple effects as hedge funds liquidate global equity positions
Apr 09, 2025
TSX slips as energy sector tumbles and volatility spikes to highest since 2020
Apr 09, 2025
Scotiabank’s refusal to audit equity draws loud response from shareholders
Apr 09, 2025
Markets remain in turmoil as tariffs kick in following global wipe out
Apr 08, 2025
Most Canadian parents have yet to discuss inheritance with their kids
Apr 08, 2025
March job losses indicate incoming Canadian recession, says BMO economist
Apr 08, 2025
Who are the top wealth management employers in Canada?
Apr 08, 2025
CIRO bans advisor who misappropriated $1.2m from vulnerable clients with health problems
Apr 08, 2025
"The US is driving itself into a recession" says Carney as trade tensions shake global markets
Apr 08, 2025
Ontario's $11 billion relief plan offers advisors' clients a buffer as tariff fallout hits key sectors
Apr 08, 2025
Fake headline sends Wall Street into US$2.4 trillion whiplash
Apr 08, 2025
US stock futures up around 1% as China vows to fight extra 50% tariff threat
Apr 07, 2025
Election campaign focuses on retirement savings with pledges from Carney, Poilievre
Apr 07, 2025
A financial planner's guide to LLQP course
Apr 07, 2025
Advisor-friendly tech developments not limited to AI
Apr 07, 2025
Trump-induced volatility might be hiding a deeper need to rethink portfolios
Apr 07, 2025
Are you optimally efficient?
Apr 07, 2025
Loonie tunes out gains as oil slides and labour losses weigh
Apr 07, 2025
Canada's 33,000 labour lost in March—the biggest monthly decline since January 2022
Apr 07, 2025
Wall Street suffers worst week since 2020 as China strikes back with sweeping tariffs
Apr 07, 2025
Are retirement savings rules ageing poorly?
Apr 07, 2025
Canadians expect tariffs to last throughout Trump presidency and are ready for it
Apr 07, 2025
Are we about to see a worsening labour market trend? Economists digest the stats
Apr 04, 2025
"Not all of this was priced in," Advisor unpacks tariff fallout
Apr 04, 2025
Don't bank on wealth transfer, says advisor
Apr 04, 2025
Trump tariff shock drives steepest US stock plunge since 2020
Apr 04, 2025
Trump says 10% for all, while allies warn it’s no act of a friend
Apr 04, 2025
Invesco, RBC iShares and Franklin Templeton announce ETF launches and fund terminations
Apr 04, 2025
Moody's and S&P lower BC's credit ratings as deficit projections climb past $14 billion
Apr 04, 2025
Canadian securities, life insurance industry certification provider to close down
Apr 04, 2025
Are we about to see a flurry of Canadian small business closures?
Apr 04, 2025
S&P 500 loses $2.5T in one ‘tariffying’ day while economists raise recession odds
Apr 04, 2025
Canada’s retirement savings policies are ‘outdated’ says SIMA chief
Apr 03, 2025
How capital gains tax waffling created six months of uncertainty for investors
Apr 03, 2025
How to find mispriced securities in the credit market
Apr 03, 2025
Carney gears up for round two as Trump targets trade with a heavy hand
Apr 03, 2025
CIRO fines $75,000 and issues ban in $1.16m promissory note misconduct case
Apr 03, 2025
Big names and bold contenders revealed in 2025 WP Awards Excellence list
Apr 03, 2025
Canadian DB pensions remain resilient despite slip in funded positions
Apr 03, 2025
S&P/TSX futures higher as Dow Jones plunges 1000 points following tariff announcement
Apr 02, 2025
Markets rebounded ahead of Trump’s tariff announcement
Apr 02, 2025
Canadian Gen Zs want to engage with advisors, citing lack of online information for success
Apr 02, 2025
Donald Trump announces 'liberation day' tariffs
Apr 02, 2025
Despite anti-ESG pushback, real estate manager commits to sustainability
Apr 02, 2025
Should investors look to India amid market uncertainty?
Apr 02, 2025
Despite campaign promises, expert says tax cuts might not be the best policy right now
Apr 02, 2025
US Senate moves to block Trump tariffs on Canadian goods
Apr 02, 2025
Rogers stock drops to post-2012 nadir following sports report
Apr 02, 2025
CIRO to take over key investment registration duties in Ontario
Apr 02, 2025
Markets end mixed with Trump’s tariff plan on the horizon
Apr 02, 2025
Wellington-Altus preps for next growth phase with triple EVP appointments
Apr 02, 2025
Envestnet, Interactive Brokers launch innovative investment solutions in Canada
Apr 01, 2025
Inside the shift: Why secondary markets are leading Canada's real estate growth
Apr 01, 2025
More Canadians are staying single, how can advisors build plans for them?
Apr 01, 2025
An advisor’s goals when business owners are worried
Apr 01, 2025
Fiscal policy, inflation favouring long-short strategy: Picton Mahoney portfolio manager
Apr 01, 2025
Trump's reciprocal tariff plan raises economic concerns
Apr 01, 2025
Markets swing as Trump tariff deadline nears
Apr 01, 2025
Tariffs may cause economic decline – Conference Board of Canada
Apr 01, 2025
Offices are filling up in Canadian downtowns
Apr 01, 2025
Should advisors look at annuities to manage client longevity?
Apr 01, 2025
Canadian consumer confidence in the economy at lowest level in almost five years
Apr 01, 2025
Canadian entrepreneurs defiantly push ahead despite trade war headwinds