My answer is Equitable Life of Canada. And I am prepared to explain exactly why — with documented criteria, published ...

A new report from Equifax Canada says insolvency volumes have risen to the highest level since 2009 amid escalating financial ...

Despite an easing in oil prices, the Canadian dollar is still heading higher, which reflects the fact that the loonie is ...

At least five major private credit managers have limited investor withdrawals from semi-liquid funds since the beginning of ...

Bank of Canada expects limited job losses in AI transformation So far, adoption of AI is concentrated in industries like finance and insurance, but limited in other sectors By Craig Lord, The Canadian ...

Most Canadians are familiar with the duties of an estate executor. But what are the duties of the trustee? And what happens if the trustee doesn’t perform them properly? Anthea Law, partner at Vogel ...

The number of ETFs available in Canada has grown twice as fast as the mutual fund industry — faster than advisors can keep up ...

Jeff Cait, MBA (Finance), CFP, TEP is an independent life insurance consultant and founder of the Trusted Advisors Network. He has more than 40 years in the industry.

Jonathan Got is a reporter with Advisor.ca and its sister publication, Investment Executive. Reach him at jonathan@newcom.ca.

Mike Floyd, CEO of ThinkForces Advisory Group, on how to get AI right in the Canadian wealth management industry. It is more than a technology shift, he says — it is an opportunity to rethink firm ...

You have a lot to remember as an advisor, so we’ve assembled this reference list of tax numbers. We’ll update it as things change.

James is a senior reporter for Advisor.ca and its sister publication, Investment Executive. He has been reporting on regulation, securities law, industry news and more since 1994.