Industry

Gowlings names new CEO

Peter Lukasiewicz, who currently serves as the firm’s external managing partner, will succeed Scott Jolliffe.

By Staff |November 9, 2015

1 min read

When family businesses become associated

When people have multiple businesses, it’s possible for those businesses to become associated for tax purposes.

By Ammo Baines |November 6, 2015

5 min read

CPPIB is changing its investment culture

After the financial crisis, CPPIB took a hard look at its investment strategy and decided to re-vamp it, says Edwin Cass, senior VP and chief investment strategist for the CPPIB.

By Jessica Bruno |November 6, 2015

2 min read

What to do when clients break market rules

In its 2014 report, IIROC identified many cases where firms and advisors hadn’t fulfilled their obligations as efficient market gatekeepers. So, firms need to more closely monitor the trading activities of both advisors and their clients, especially if clients have been granted direct access to markets (see “Learn the lingo”). The rules Firms must have […]

November 6, 2015

4 min read