Planning and Advice

OSC issues update on key policy pushes

The OSC’s annual summary report for dealers, advisors and fund managers outlines the commission’s latest regulatory and compliance efforts.

By Staff |September 21, 2015

1 min read

All financial planners should be regulated, says proposal

IFIC and the IIAC are calling on the Ontario government to enact a general legislative framework for financial planners.

By Staff |September 21, 2015

2 min read

Dream retirement takes planning

Twin chairs on the beach with a sunset in the distance. Or the opportunity to write a book, start a business or work part time at the local kitchenware shop. As most advisors know, one client’s “dream retirement” is another’s nightmare.

By Camilla Cornell |September 21, 2015

2 min read

BMO GAM launches long/short, international equity funds

BMO Global Asset Management introduced two funds today: BMO Global Long/Short Equity Fund and BMO Disciplined International Equity Fund.

By Staff |September 18, 2015

1 min read