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Disclosure has changed behavior, but more work remains to be done, says Paul Bourque

The CEO of the Investment Funds Institute of Canada (IFIC), Paul Bourque says that while CRM2 rules have changed investo…

LIFE INSURANCE | April 30 2018 11:30AM
TFSA contributions on the rise

A BMO report has found that almost three-quarters of Canadians consider themselves at least somewhat knowledgeable about…

LIFE INSURANCE | March 01 2018 01:30PM
Increased disclosure is paying off, indicates new study

Investor awareness of fees and investment returns appears to be improving in the wake of new disclosure rules, indicates…

LIFE INSURANCE | November 22 2017 01:30PM
Canadians’ TFSA contributions decline

Canadians’ annual contributions to their Tax Free Savings Accounts in 2016 declined from the year prior – $4,592 compare…

INVESTMENT | February 23 2017 11:30AM
Study shows financial advice instills savings discipline

Volatility and diversification are important considerations when constructing a client’s financial plan, but it’s the di…

LIFE INSURANCE | December 12 2016 07:00AM
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One in three want advice on tax refunds

A survey conducted by BMO Wealth Management has identified the top five questions that Canadians ask about personal taxe…

LIFE INSURANCE | April 26 2016 11:41AM
Bank of mom and dad funds Millennial downpayments

On average, Canadian Millennials expect to spend $350,000 on their first homes, and two thirds expect to receive some of…

LIFE INSURANCE | April 15 2016 09:54AM