The IIAC in the News – Archive



Title of Article


24-December-20 The Globe and Mail “Globe Advisor’s Best of 2020: Top 10 developments affecting the investment industry” Click here
16-December-20 Conseiller « L’ACCVM récompense Joseph Bakish » Click here
16-December-20 Financial Times “Richardson Wealth’s Joseph Bakish Wins IIAC’s Top 40 Under 40 Award for 2020” Click here
14-December-20 Finance et Investissement « Joseph Bakish remporte le Prix du leader de moins de 40 ans de l’ACCVM » Click here
14-December-20 Investment Executive “Joseph Bakish named 2020 winner of IIAC Top Under 40 award” Click here
14-December-20 Advisor’s Edge “Joseph Bakish named 2020 winner of IIAC Top Under 40 award” Click here
14-December-20 Investment Executive “Ontario’s title reform could miss the mark” Click here
7-December-20 The Globe and Mail “No one wins if current rules for financial professionals’ titles remain as is” Click here
30-November-20 Investment Executive “Investment firms cautious on reopening plans, notification procedures” Click here
30-November-20 Advisor’s Edge “Investment firms cautious on reopening plans, notification procedures” Click here
24-November-20 Wealth Professional “COVID-19 has driven up IIROC clients’ cash balances” Click here
23-November-20 Investment Executive “Regulators’ efforts to cut red tape continue” Click here
18-November-20 Investment Executive Op-Ed: “Helping different generations meet their retirement goals” Click here
15-November-20 Finance et Investissement « FNB encore peu utilizes » Click here
15-November-20 Finance et Investissement « Vers une fusion des OAR ? » Click here
3-November-20 Insurance Portal “IIAC comments on FSRA’s proposed title regulation” Click here
2-November-20 Investment Executive “Hope for small dealers in industry reforms” Click here
29-October-20 Wealth Professional “IIAC seeks clarity on Ontario title protection” Click here
27-October-20 Investment Executive “Exempt IIROC, MFDA firms from title rules: IIAC” Click here
27-October-20 Advisor’s Edge “IIAC says proposed title rules shouldn’t apply to dealers regulated by SROs” Click here
22-October-20 Wealth Professional Op-Ed: “A consolidated SRO model is not a bridge too far” Click here
21-October-20 The Hill Times “Infrastructure bank’s $10-billion growth plan raises hope of green bond push in Canada” Click here
19-October-20 Mimecast “Focus on Canada: Cross-Border Data Privacy in the Crosshairs” Click here
16-October-20 Benefits Canada “Editorial: Does government legislation favour DB pensions over DC plans?” Click here
14-October-20 Investment Executive “Letter: CCMR needs a strategic approach” Click here
9-October-20 Bloomberg News “Trading Worries Abound Under New Final Withholding Tax Rules” Click here
8-October-20 Investment Executive “Dealers say no to pulling all-nighters” Click here
8-October-20 Advisor’s Edge “Dealers concerned about MX’s longer hours: IIAC” Click here
6-October-20 Investment Executive Op-Ed: “The coming battleground for retail distribution” Click here
6-octobre-20 The Globe and Mail “Power Corp.’s Sagard Holdings buys majority stake in wealth manager Grayhawk” Click here
6-October-20 Finance et Investissement « Les FNB ont passé le test » Click here
5-October-20 The Northern Miner “Industry, investors divided on proposed Ontario capital market reforms” Click here
30-September-20 Wealth Professional “IFIC, IIAC weigh in on account transfer issues” Click here
29-September-20 Wealth Professional “Equity ETF liquidity has withstood crisis well: IIAC” Click here
28-September-20 Advisor’s Edge “As markets roiled, equity ETFs stayed calm: IIAC” Click here
28-September-20 Investment Executive “As markets roiled, equity ETFs stayed calm: IIAC” Click here
24-September-20 Advisor’s Edge “IIAC pushes back on Quebec privacy bill” Click here
24-September-20 Investment Executive “Quebec privacy bill gets pushback from IIAC” Click here
23-September-20 Investment Executive Op-Ed: “More effort needed to achieve task force policy objectives” Click here
23-September-20 Real Estate News EXchange “The feds may move to hike capital gains tax: a bad idea” Click here
21-September-20 Investment Executive “Task force report draws criticism” Click here
10-September-20 The Globe and Mail “Globe Advisor’s Best of August: Taking the next steps” Click here
8-September-20 Thomson Reuters Regulatory Intelligence “COVID-19 Coverage – Canada” Click here
8-September-20 Investment Executive “IIAC reports industry revenues increased in June” Click here
8-September-20 Advisor’s Edge “Industry revenues increase month over month in June: IIAC” Click here
2-September-20 Finance et Investissement « Le secteur des investissements résiste à la crise » Click here
1-September-20 Insurance Portal “IIAC suggests a new program to attract foreign investment to Canada” Click here
31-August-20 The Globe and Mail “Investment industry calls for changes, greater clarity to proposed title rules” Click here
25-August-20 Conseiller « COVID-19 : le secteur financier tient le coup » Click here
21-August-20 Investment Executive “Investment industry steady through crisis” Click here
21-August-20 Investment Executive “Task force proposes power boost” Click here
20-August-20 Conseiller « Quelle fiscalité avec Chrystia Freeland? » Click here
20-August-20 Finance et Investissement « Quelle direction prendra la politique fiscale de Freeland? » Click here
19-August-20 Financial Post “Freeland seen as ‘black box,’ but Bay Street didn’t get what it hoped from Morneau, either” Click here
18-August-20 Investment Executive “Where is tax and fiscal policy headed under Freeland?” Click here
18-August-20 Advisor’s Edge “Experts weigh in on where Freeland will lead tax policy” Click here
17-August-20 Benefits Canada “IIAC calling for retirement savings, EI reform in federal budget” Click here
14-August-20 Benefits Canada “Head to head: What shape will global economic recovery take?” Click here
14-August-20 Advisor’s Edge “IIAC calls for measures to address post-pandemic fallout” Click here
14-August-20 Investment Executive “IIAC calls for EI reform, retraining” Click here
7-August-20 Investment Executive “Letter: Time to act on structural reform” Click here
5-August-20 Wealth Professional “Some COVID-19 exemptions will have to stick, says IIAC” Click here
5-August-20 Investment Executive “Letter: What’s the rush to merge IIROC and MFDA?” Click here
4-August-20 Investment Executive “Letter: SROs at a crossroads” Click here
29-July-20 Investment Executive Op-Ed: “Closing the circle to benefit investors” Click here
28-July-20 Wealth Professional “Investor groups commend senior-protection proposals” Click here
22-July-20 Finance et Investissement « Découvrez le nouveau conseil d’administration de l’ACCVM » Click here
20-July-20 The Globe Mail Op-Ed: “Battling systemic economic racism: A few suggestions for the way forward” Click here
20-July-20 Advisor’s Edge “IIAC names board members for 2020-21” Click here
20-July-20 Investment Executive “Rousseau re-appointed as IIAC chair” Click here
15-July-20 Investment Executive “Letter: Proposed rules on vulnerable clients need clarification” Click here
8-July-20 Finance et Investissement « Comment les FNB ont-ils réagi à la crise? » Click here
3-July-20 Advisor’s Edge “IIAC reveals 2020 Hall of Fame inductees” Click here
3-July-20 Investment Executive “Krembil, Jensen headline IIAC’s Hall of Fame class” Click here
2-July-20 Wealth Professional “IIAC weighs in on protection of senior clients with diminished capacity” Click here
2-July-20 Wealth Professional “Investment industry calls for curbs on market data costs” Click here
17-June-20 Insurance Portal “Insurers must be transparent in how they use data” Click here
11-June-20 Investment Executive “Letter: More rules don’t necessarily mean better investor protection” Click here
11-June-20 The Globe and Mail “Richardson GMP, Cormark Securities announce ‘strategic alliance'” Click here
11-June-20 The Globe and Mail “Will recent stock market decline lead to more complaints against advisors?” Click here
10-June-20 The Canadian Business Journal “Improving Business Access to Public Equity Capital: The first Order of Business for Recovery” Click here
5-June-20 Wealth Professional “Canada must not stray from sustainable-finance path, says IIAC” Click here
5-June-20 Finance et Investissement « La protection des données, un lourd défi » Click here
5-June-20 Stockwatch “Globe says OSC, others loosen rules on ATM financings” Click here
4-June-20 The Globe and Mail “Canadian regulators ease rules, make it easier for companies to issue shares and raise new capital” Click here
3-June-20 Investment Executive Op-Ed: “Culture can’t be lost in shift to remote work” Click here
3-June-20 South China Morning Post “Revive millionaire migration to cure Canada’s coronavirus economic woes, say advocates” Click here
2-June-20 Insurance Portal “IIAC committed to proceeds of crime legislation that is responsive to emerging risks” Click here
1-June-20 Bombay Stock Exchange Forum Views – pg 8 “What’s Next for Securities Regulators?” Click here
27-May-20 Conseiller « Un frein aux immigrants investisseurs » Click here
25-May-20 CIC News “Quebec suspends immigrant investor program again” Click here
25-May-20 247 News Around the World « Québec prolonge la suspension du programme des immigrants investisseurs » Click here
21-May-20 Finance et Investissement « Déconfinement : de nombreux éléments à considerer » Click here
20-May-20 Investment Migration Insider “Québec IIP Suspension Extended Until April 2021; IIAC Calls for Re-Launch of Federal Program” Click here
20-May-20 Conseiller « Les investisseurs étrangers pour rebâtir l’économie » Click here
19-May-20 Wealth Professional “Public equity markets will be key to business recovery, says IIAC” Click here
15-May-20 Investment Executive “Boosting foreign direct investment could help rebuild economy: IIAC” Click here
15-May-20 Advisor’s Edge “Revive Canada’s immigrant investor program, IIAC says” Click here
7-May-20 Finance et Investissement « COVID-19 : Que devez-vous attendre des régulateurs des valeurs mobilières? » Click here
6-May-20 The Hill Times Op-Ed: “Federal policy will need to pivot from support to recovery” Click here
4-May-20 Securities Finance Monitor “Survey on BCP tech used by IIAC member firms during work-from-home” Click here
1-May-20 Financial Post “These two tax proposals could throw investors a lifeline during the pandemic” Click here
1-May-20 Investment Executive “A position of exceptional strength” Click here
29-April-20 Advisor’s Edge “CRA updates guidance on agreements designed to thwart tax evasion” Click here
29-April-20 Investment Executive “CRA publishes updated FATCA, CRS guidance” Click here
29-April-20 Finance et Investissement « Les clients préoccupés par la liquidité du marché des titres à revenu fixe » Click here
28-April-20 Finance et Investissement « Les courtiers en valeurs mobilières réfléchissent aux mesures post confinement » Click here
27-April-20 Securities Finance Monitor “IIAC: functioning and liquidity in Canada’s fixed income markets during COVID-19” Click here
27-April-20 Advisor’s Edge “IIAC calls for tax relief” Click here
27-April-20 Investment Executive “IIAC seeks tax relief for investors” Click here
27-April-20 Finance et Investissement « Ce que les conseillers doivent savoir sur l’accueil virtuel de nouveaux clients » Click here
23-April-20 Advisor’s Edge “Onboarding a new client virtually” Click here
23-April-20 Investment Executive “What advisors need to know about virtual onboarding” Click here
21-April-20 Conseiller « Le facteur humain, plus grand défi » Click here
20-April-20 Investment Executive “Human fallout the biggest challenge for industry firms: IIAC” Click here
20-April-20 Insurance Portal “IIAC asks for cut in fees because of COVID-19” Click here
20-April-20 Advisor’s Edge “Firms concerned about morale, staying connected: IIAC survey” Click here
8-April-20 Investment Executive Op-Ed: “Ontario securities task force has opportunity to do more” Click here
7-April-20 Investment Executive “IIAC seeks fee hike deferrals” Click here
7-April-20 Advisor’s Edge “IIAC asks exchanges to delay fee increases” Click here
3-April-20 Finance et investissement « Le Temple de la renommée du secteur des valeurs mobilières cherche de nouveaux intronisés » Click here
2-April-20 Investment Executive “FATCA, 10 years on” Click here
25-March-20 The Globe and Mail “Could regulatory review open door to advisor incorporation?” Click here
24-March-20 The Globe and Mail “Investment industry in lockstep behind a single SRO” Click here
17-March-20 The Globe and Mail “Investment industry groups target key issues in pre-budget submissions” Click here
6-March-20 Investment Executive “Reg task force has work cut out for it” Click here
5-March-20 Investment Executive “CSA recruits firms to fight elder fraud: Regulators propose measures to help firms protect vulnerable clients” Click here
5-March-20 Advisor’s Edge “CSA proposes new rules to help firms tackle elder fraud” Click here
4-March-20 Advisor’s Edge “Ontario to focus on deficit in March 25 budget” Click here
4-March-20 Investment Executive “Ontario budget set for March 25” Click here
2-March-20 The Globe and Mail “Former Gluskin Sheff executive Peter Mann named co-CEO of Grayhawk as company plans national expansion” Click here
28-February-20 National Post “John Ivison: Expanding capital gains tax would be very short-sighted approach to fighting federal deficit” Click here
26-February-20 Benefits and Pension Monitor “Canada Poised For Green Bond Growth” Click here
24-February-20 Advisor’s Edge “Canada’s green bond market still limited: IIAC” Click here
24-February-20 Investment Executive “Kickstarting Canada’s green bond market” Click here
12-February-20 Investment Executive Op-Ed: “Expect structural change in the investment industry as competitive conditions intensify?” Click here
11-February-20 The Globe and Mail Op-Ed: “What kind of modernization does the Securities Act really need?” Click here
5-February-20 Finance et Investissement « L. Jacques Ménard est décédé » Click here
4-February-20 Insurance Portal “Small investment dealers hold inherent weaknesses, says IIAC president” Click here
3-February-20 The Globe and Mail “Provincial securities commissions should take over stock market trading supervision in Canada, report says” Click here
3-February-20 Advisor’s Edge “IIAC predicts small firms may face consolidation” Click here
3-February-20 Investment Executive “Small dealers facing consolidation: IIAC” Click here
31-January-20 Investment Executive “Liberals ready to fulfil promises in 2020 budget” Click here
30-January-20 The Globe and Mail “Edward Jones builds up advisor roster with experienced recruits” Click here
30-January-20 Refinitiv Perspectives “Redefining ESG: A green taxonomy for Canada?” Click here
30-January-20 Finance et Investissement « Rabais sur les frais de transaction : l’ACCVM se range du côté des ACVM » Click here
27-January-20 The Hill Times Op-Ed: “New legislation around privacy fits well within existing SRO structure” Click here
27-January-20 Financial Post Oversight or interference? Jensen’s pending departure sparks debate about government’s relationship to OSC” Click here
23-January-20 Advisor’s Edge “The future of wealth management” Click here
16-January-20 Hockey Canada “Hockey Canada Foundation welcomes new board members” Click here
14-January-20 Finance et Investissement « 5 tendances fintech à surveiller en 2020 » Click here
12-January-20 The Globe and Mail “Family rejects rumours of possible Richardson GMP sale as firm refocuses on its wealth management roots” Click here
18-December-19 Investment Executive “Industry engagement key to burden reduction measures” Click here
12-December-19 The Globe and Mail “Stifel GMP hires Matthew Gaasenbeek as co-head of investment banking” Click here
12-December-19 Investment Executive “CSA promises SRO review for 2020” Click here
12-December-19 Advisor’s Edge “CSA promises SRO review for 2020” Click here
11-December-19 Minden Gross LLP “IIAC in Support of the OSC Having Blanket Order Powers” Click here
5-December-19 Finance et Investissement « Un bon citoyen du monde » Click here
3-December-19 Investment Executive “OSC should have blanket order powers, IIAC says” Click here
3-December-19 Advisor’s Edge “IIAC says OSC should have power to issue blanket orders” Click here
3-December-19 Conseiller « Objectif pour 2020 : survivre! » Click here
3-December-19 Investment Executive “Title regulation coming to the Prairies” Click here
2-December-19 Investment Executive “Regulatory challenges for the year ahead” Click here
2-December-19 Advisor’s Edge “Regulators challenged by harmonization, tech, climate change” Click here
29-November-19 Investment Executive “IIAC calls for rethink on defining in-house accounts” Click here
29-November-19 Advisor’s Edge “IIROC’s proposal on identifying in-house accounts too broad: IIAC” Click here
15-November-19 Investment Executive “OBSI-IIROC info sharing worries IIAC” Click here
15-November-19 Advisor’s Edge “IIAC concerned about communication between ombudservice, regulator” Click here
15-November-19 Investment Executive “Newsmaker: A good global citizen” Click here
15-November-19 Investment Executive “Are you too conservative with your senior clients’ portfolios?” Click here
15-November-19 Finance et Investissement “Trop conservateur, le portefeuille de vos clients âgés ?” Click here
14-November-19 Finance et Investissement « Le Comité Jeune de Finance Montréal lancera bientôt ses activités » Click here
11-November-19 Securities Finance Monitor “IIAC comments on Canadian privacy regulation PIPEDA” Click here
10-November-19 The Globe and Mail “Bankers to see disappointing bonuses after slow year for deals” Click here
7-November-19 Finance et Investissement « La loi sur la protection de la vie privée devrait se durcir » Click here
6-November-19 Advisor’s Edge “Ontario announces task force to review ‘outdated’ Securities Act” Click here
6-November-19 Investment Executive “Ontario to review Securities Act for first time in 16 years” Click here
1-November-19 Finance et Investissement « Au coeur de l’action » Click here
1-November-19 Investment Executive “Will the Liberals raise the capital gains tax rate?” Click here
31-October-19 Financial Post Op-Ed: “The next steps in streamlining and reducing investment regulation” Click here
31-October-19 Investment Executive “Insights from an audit of a referral business” Click here
31-October-19 Advisor’s Edge “Rethinking referral arrangements” Click here
30-October-19 Finance et Investissement « Six membres de l’industrie honorés lors du gala de l’ACCVM » Click here
29-October-19 Investment Executive “Bespoke advice becoming more important in changing industry” Click here
29-October-19 Advisor’s Edge “Providing bespoke advice in the face of automation” Click here
24-October-19 Journal Metro « IIAC Leadership financier d’un Dorvalois souligné » Click here
24-October-19 Advisor’s Edge “IIAC unveils 2019 Top Under 40 Award winner” Click here
24-October-19 Investment Executive “Devan Legare named 2019 winner of IIAC Top Under 40 Award” Click here
16-October-19 Investment Executive Op-Ed: “Changing the game on cross-border data processing” Click here
16-October-19 Finance et Investissement « Des technologies qui révolutionneront la profession de conseiller » Click here
15-October-19 Finance et Investissement « La Station Fintech Montréal ouvre bientôt ses portes » Click here
11-October-19 Advisor’s Edge “Paying RRSP, TFSA investment fees from outside the accounts not an advantage, Finance says” Click here
11-October-19 Conseiller « À qui appartiennent les données clients ? » Click here
11-October-19 Journal Haute-Côte-Nord « Association canadienne du commerce des valeurs mobilières – Bernard Filiatrault en lice pour un prix national » Click here
9-October-19 Finance et Investissement « L’open banking est à nos portes » Click here
9-October-19 Finance et Investissement « Qui a peur de l’Intelligence artificielle ? » Click here
9-October-19 Advisor’s Edge “Industry wants involvement in CSA filing system overhaul” Click here
9-October-19 Investment Executive “Industry demands voice on CSA systems reno” Click here
8-October-19 Finance et Investissement « Nommée une seconde fois à 35 ans » Click here
2-October-19 Le Manic « Bernard Filiatrault en lice pour un prix national » Click here
2-October-19 Financial Post “Canadian bankers want to include oil in the push for sustainable finance” Click here
2-October-19 Bloomberg “Canadian bankers want to include oil in push for sustainable finance” Click here
1-October-19 Finance et Investissement « Controverse au sujet du programme” Click Here
20-September-19 The Globe and Mail “Open banking could be ‘very positive’ for financial advice business” Click here
20-September-19 Investment Executive “Legislation review overdue” Click here
9-September-19 Investment Executive “IIAC says Saskatchewan’s title regulation shouldn’t extend to financial advisors” Click here
9-September-19 Advisor’s Edge “IIAC to Saskatchewan: title regulation should focus on planners, not advisors” Click here
6-September-19 Investment Executive “IIROC’s CE proposals draw criticism” Click here
6-September-19 Advisor’s Edge “Industry groups critical of IIROC’s CE proposals” Click here
5-September-19 Conseiller « Une conseillère québécoise se démarque » Click here
5-September-19 Finance et Investissement « Les technologies réglementaires chez les conseillers » Click here
3-September-19 Investment Executive “Nominees revealed for IIAC’s 2019 Top Under 40 award” Click here
3-September-19 Advisor’s Edge “IIAC reveals nominees for 2019 Top Under 40 award” Click here
30-August-19 The Hill Times Op-Ed: “How feds can help green-bond market flourish to meet Paris climate targets” Click here
28-August-19 Finance et Investissement « OCRCVM : la modernisation des règles est complétée » Click here
22-August-19 The Globe and Mail “Independent investment dealers are in the midst of a resurgence” Click here
15-August-19 Investment Executive Op-Ed: “Lessons from the recent GMP Capital transaction” Click here
12-August-19 Securities Finance Monitor “IIAC backs data use by vendors amid privacy probe” Click here
6-August-19 Investment Executive “IIAC resists federal data protection proposals” Click here
30-July-19 Conseiller « Des amendes moins élevées pour les représentants » Click here
30-July-19 The Insurance and Investment Journal “Rising market data costs raising operating costs” Click here
29-July-19 Investment Executive “IIAC comments on IIROC’s proposed disciplinary tools” Click here
29-July-19 Advisor’s Edge “IIAC calls for lower fines in minor contravention program” Click here
21-July-19 The Globe and Mail Op-Ed: “Blunting the rapid escalation in market data fees to improve investment returns” Click here
15-July-19 Bloomberg Tax “IRS Prop. Reg.: Comments Submitted on Withholding of Tax, Information Reporting Regarding Interests in Partnerships Engaged in the Conduct of a U.S. Trade or Business (IRC §1446)” (subscription required) Click here
15-July-19 Advisor’s Edge “IIAC to launch compensation survey” Click here
15-July-19 Investment Executive “IIAC to launch comprehensive industry compensation survey” Click here
12-July-19 TaxNotes “Partnership Withholding Regs Are Burdensome, Canadian Group Says” (subscription required) Click here
3-July-19 Finance et Investissement « Le marché des obligations vertes est sur une bonne lancée » Click here
25-June-19 Wealth Professional What investment associations are worth joining? Click here
21-June-19 Finance et Investissement « L’ACCVM dévoile son nouveau conseil d’administration » Click here
17-June-19 Advisor’s Edge “IIAC names hall of fame inductees for 2019” Click here
17-June-19 Investment Executive “IIAC names hall of fame inductees for 2019” Click here
17-June-19 The Globe and Mail “GMP Capital restructures its footprint, sells capital markets business to U.S.-based Stifel Financial” Click here
16-June-19 The Globe and Mail “GMP Capital in talks to be acquired by U.S. brokerage firm Stifel Financial” Click here
14-June-19 The Insurance and Investment Journal “IIAC announces Hall of Fame inductees” Click here
12-June-19 Investment Executive Op-Ed: “Streamlining eDelivery for prospectuses” Click here
7-June-19 Conseiller « La semaine en rafale » Click here
6-June-19 Wealth Professional “CI Financial executive to chair IIAC” Click here
6-June-19 Advisor’s Edge “IIAC welcomes new chair, board” Click here
5-June-19 Investment Executive “IIAC names board, chair” Click here
3-June-19 The Canadian Mining Journal “AWARDS: Laurentian University offers honorary doctorates to Goodman and MacGibbon” Click here
1-June-19 The Sudbury Star “Mining Laurentian to present four honorary doctorates” Click here
31-May-19 Northern Ontario Business “Mining gurus to be acknowledged at spring convocation” Click here
31-May-19 Investment Executive “Knowing cross-border clients” Click here
31-May-19 Investment Executive “Groups weigh in on cryptoasset rules” Click here
28-May-19 Business in Vancouver Podcast: E-delivery a “win-win” for firms, investors Click here
27-May-19 Le Journal de L’assurance « L’ACCVM suggère d’assouplir la règlementation pour la transmission électronique de documents » Click here
27-May-19 The Insurance and Investment Journal “IIAC recommends further regulatory development to facilitate eDelivery” Click here
22-May-19 Conseiller « Régulateur national : une histoire sans fin » Click here
16-May-19 Conseiller « Le poids du marché financier au Québec » Click here
14-May-19 Finance et Investissement « Un premier portrait des marchés financiers et du secteur des valeurs mobilières au Québec » Click here
10-May-19 Investment Executive Letter to the Editor: “Regulatory costs weaken portfolio returns: IIAC” Click here
2-May-19 Finance et Investissement « La gestion de patrimoine en mutation » Click here
30-April-19 The Globe and Mail “Macquarie retreat signals streamlining of investment banking” (subscription required) Click here
25-April-19 The Hill Times Op-Ed: “Why securities regulations need overhaul” (subscription required) Click here
18-April-19 Financial Post “Ford government’s plan to put ‘Open for Business’ stamp on capital markets raises eyebrows” Click here
18-April-19 Investment Executive Op-Ed: “The OSC Burden Reduction Task Force can make a difference to clients” Click here
14-April-19 Wealth Professional “‘Significant step’ towards job title protection” Click here
12-April-19 Advisor’s Edge “Province’s plan to regulate planner and advisor titles gets thumbs-up from industry” Click here
12-April-19 Finance et Investissement « L’ACCVM cherche le prochain leader de moins de 40 ans » Click here
11-April-19 Investment Executive “IIAC calls for reforms to CTO regime” Click here
11-April-19 Advisor’s Edge “CTO regime in need of reform: IIAC” Click here
10-April-19 Investment Executive “IIAC calls for nominations for 2019 Top Under 40 Award” Click here
10-April-19 Advisor’s Edge “Nominations open for IIAC’s 2019 Top Under 40 Award” Click here
28-March-19 The Lawyer’s Daily “Budget affects stock options, TFSAs and Individual Pension Plans” (subscription required) Click here
27-March-19 Wealth Professional “Canada to crack down on ‘reckless’ advisors” Click here
26-March-19 The Globe and Mail “Beware TFSA day traders: The CRA may be coming after you” (subscription required) Click here
25-March-19 Business in Vancouver
“Editorial: Morneau’s budget won’t build business confidence” Click here
21-March-19 Advisor’s Edge “Clients day trading in their TFSAs? They’re ultimately liable for the tax” Click here
21-March-19 Investment Executive “TFSA holders ultimately liable for any tax on day trading in an account” Click here
21-March-19 Business in Vancouver Podcast: IIAC President and CEO weighs in on the federal government’s latest budget (23:05 mark) Click here
20-March-19 Wealth Professional “Budget falls short and will hurt sentiment, says IIAC” Click here
20-March-19 Conseiller « Le budget fédéral suscite des réactions mitigées » Click here
20-March-19 Finance et Investissement « Des réactions au budget federal » Click here
19-March-19 Finance et Investissement « Scandales financiers : ce que le Canada peut retenir de l’introspection douloureuse de l’Australie » Click here
19-March-19 Investment Executive “Government targets certain investment funds that use forward contracts” Click here
19-March-19 Advisor’s Edge “Government targets investment funds that use forward contracts” Click here
19-March-19 Morningstar “Behind the scenes of the upcoming OSC roundtable” Click here
18-March-19 The Hill Times Op-Ed: “It’s time to launch the systemic regulator” (subscription required) Click here
18-March-19 MoneySense “Federal budget 2019: Likely some goodies for investors” Click here
11-March-19 The Globe and Mail “Investment industry calls for Ottawa to tackle competitiveness” -subscription required Click here
6-March-19 The Globe and Mail Op-Ed: “What Canada can learn from a damning report on Australia’s financial industry” Click here
6-March-19 Investment Executive “IIAC seeking nominations for 2019 Hall of Fame” Click here
6-March-19 Advisor’s Edge “Nominations open for IIAC’s 2019 Hall of Fame” Click here
4-March-19 Advisor’s Edge “Stakeholders tell OSC: Don’t cut investor protection while trimming regulatory burden” Click here
4-March-19 Investment Executive “OSC urged to cut regulatory burdens, not investor protections” Click here
4-March-19 Investment Executive “OSC announces hearings, internal work at cutting red tape” Click here
4-March-19 Advisor’s Edge “OSC offers details about red tape roundtable” Click here
14-February-19 Investment Executive Op-Ed: “Investors can benefit from regulatory streamlining” Click here
12-February-19 Investment Executive “Reducing the burden, but fairly” Click here
12-February-19 Investment Executive “Fintech’s slow, deliberate growth” Click here
8-February-19 Advisor’s Edge “IIAC favours cutting two old rules for every new one to reduce regs” Click here
8-February-19 Investment Executive “IIAC calls on Ontario to boost growth” Click here
1-February-19 Finance et Investissement « Guerre d’influence entourant les produits maison » Click here
31-January-19 Finance et Investissement « Diminution du rendement des bénéfices des sociétés de courtage pour 2019 » Click here
25-January-19 Business in Vancouver Podcast: Global uncertainty, equities selloffs and higher operating costs are putting pressure on Canada’s investment industry (12:54 mark) Click here
25-January-19 The Globe and Mail “Smaller investment dealers hit by rising costs, dispirited markets” Click here
22-January-19 Journal de l’assurance « Le nombre de courtiers en valeurs mobilières indépendants pourrait diminuer, dit l’ACCVM » Click here
21-January-19 Advisor’s Edge “Strong demand for wealth management drives industry in 2018” Click here
21-January-19 Investment Executive “Demand for wealth management drives investment industry performance: Russell” Click here
21-January-19 The Insurance and Investment Journal “Number of independent investment dealers expected to decline” Click here
21-January-19 Conseiller « Obligations vertes : pas près de s’essouffler : u’est-ce qui explique leur forte croissance? » Click here
21-January-19 Investment Executive “TFSAs: Setback for the CRA” Click here
14-January-19 Private Wealth Canada Online “ETF Liquidity Focus Of Report” Click here
10-January-19 Business in Vancouver Podcast: IIAC ETF Study (at 10:57 mark) Click here
8-January-19 Wealth Professional “IIAC sounds cautious note as ETFs face uncharted waters” Click here
7-January-19 The Insurance and Investment Journal “IIAC makes recommendations to ETF industry” Click here
7-January-19 Investment Executive “Bear market may increase risks in ETF sector” Click here
7-January-19 Advisor’s Edge “When the market turns, what happens to ETFs?” Click here
7-January-19 Finance et Investissement « Les FNB en attente d’un vrai test » Click here
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