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Regulator fines and bans retired rep

The Mutual Fund Dealers Association of Canada has sanctioned a former representative who admitted to selling promissory …

INVESTMENT | June 09 2021 03:30PM
New positions for two Investment Planning Counsel executives

IPC contemplates new business opportunities.

INVESTMENT | June 07 2021 12:40PM
Most advisors lack a succession plan

Only 11 per cent have a formalized plan, according to a study released by Investment Planning Counsel.

INVESTMENT | May 19 2021 03:18PM
Counsel announces launch of new Pool portfolios

Counsel Portfolio Services has introduced IPC Private Wealth Visio Pools.

INVESTMENT | November 09 2020 12:00PM
Wealthsimple raises $114 million

Fintech Wealthsimple is part of the Power Corporation of Canada group, parent company of Great-West Lifeco and IGM Finan…

LIFE INSURANCE | October 19 2020 11:40AM
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MFDA settles with two advisors who used pre-signed forms

On May 27, the Mutual Fund Dealers Association (MFDA) announced that it had approved two separate settlement agreements …

LIFE INSURANCE | June 01 2016 11:30AM
Careful consideration required before commuting a pension plan

With interest rates stubbornly low and the future of Canada’s pension plan system anyone’s guess, those who have the opt…

LIFE INSURANCE | June 18 2013 06:50PM