Industry News

Underwriting HNW insurance clients

Health, lifestyle, travel and financial challenges make the process of underwriting insurance for high net worth (HNW) clients more complex than for middle-income earners.

By Al Emid |April 19, 2011

4 min read

Two sentenced for breaching trade order

An Ontario Provincial Court has sentenced Danny De Melo and Steven Hill to 90 days in jail for violating the terms of an Ontario Securities Commission cease trade order. They also face one year of probation and were also ordered to make restitution totalling $993,089.67 to 22 Ontario investors.

By Staff |April 19, 2011

1 min read

S&P warns on U.S. debt

The showdown in Washington over the U.S. national debt has prompted Standard & Poor’s to adjust its rating on U.S. Treasuries. While the U.S. still enjoys a AAA rating, S&P warned that there is a one in three chance that it will downgrade the country in the next two years. “Because the U.S. has, relative […]

By Wire services |April 18, 2011

2 min read

Logan Katz goes global with WTP Advisors

Ottawa-based public accounting and tax advisory firm Logan Katz LLP has joined forces with WTP Advisors, a tax and business consultancy that operates in nearly every major country. The alliance enables Logan Katz to offer an expanded range of tax services for existing clients, and increases WTP Advisors’ tax and advisory offerings in the area. […]

By Staff |April 18, 2011

1 min read