Chadwick Westlake will take over as CEO of EQB Inc. on August 25, according to a company statement. He will also join the board of directors.

Are your clients looking for the best partners in wealth management? This guide ranks the top investment firms in Canada by customer satisfaction scores ...

Unlock key strategies to help clients maximize their spousal RRSP. Boost retirement income, reduce taxes, and add value to ...

Head of Investment Management and Strategy explains how sovereign debt overhang could extend beyond US spending ...

Canadians are continuing to contribute to retirement savings plans despite market fluctuations, according to Sun Life’s 2025 ...

The Canadian Investment Regulatory Organization (CIRO) has issued a decision concerning David Alan Robertson, a former ...

The IPC survey found that 91% of clients say its important that their advisor has a clear succession plan for when they stop ...

On the investment side, the report shows that target date funds continue to dominate, accounting for 42% of total assets and ...

A practical guide for financial advisors on what expenses are tax deductible. Stay current on CRA-approved deductions to provide better service to your clients ...

While business owners and founders occupy much of the high net worth market, these employee execs have plenty of unique ...

Survey finds that DIY investors are in it for more than just fee savings, citing educational and identity value now tied to ...

A former registered representative with RBC Dominion Securities Inc. has been sanctioned and suspended for six months after ...