News

Big six dealer arm pays $1 million for lax oversight of high-risk, margin-heavy accounts

Big six dealer arm pays $1 million for lax oversight of high-risk, margin-heavy accounts

CIRO settlement details missed red flags on trade volume, suitability and aggressive margin use

“The market is way too aggressive with its rate hike forecast”

Russell Investments’ Head of Canadian Strategy explains why poor jobs numbers should prompt a reconsideration of BoC path forward

“The market is way too aggressive with its rate hike forecast”

Trading firm pays $1.5 million for retail order‑routing delays

CIRO flags routing tweak that delays small client orders and triggers more than a million in penalty

Trading firm pays $1.5 million for retail order‑routing delays

Canadian province emerges as a tax outlier for investors and high earners

Province now hits top earners with a 53.5% tax rate, one of the highest in North America

Canadian province emerges as a tax outlier for investors and high earners

Premium

Looking past environmental labels in equity investing

Looking past environmental labels in equity investing

Once niche, sustainable themes now span industries, helping advisors find real opportunities

Features

Public real estate positioned for potential upside

Public real estate positioned for potential upside

According to Hazelview’s Samuel Sahn, public real estate is seeing strengthening fundamentals, particularly within the senior housing, industrial, residential, and data centre sectors

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Why Manulife Wealth's Georges Achkar focused on structure in a volatile tax year

Magazine

Wealth Professional 10.02

Investments

“The market is way too aggressive with its rate hike forecast”

Russell Investments’ Head of Canadian Strategy explains why poor jobs numbers should prompt a reconsideration of BoC path forward

“The market is way too aggressive with its rate hike forecast”

When the Strait of Hormuz narrows, investors’ margin for error shrinks too

Wall Street advisers spot war ‘tripwires’ as stock releases fight a deepening supply crunch

When the Strait of Hormuz narrows, investors’ margin for error shrinks too

US-China trade talks in Paris test fragile truce ahead of Trump-Xi summit

Negotiators tackle tariffs, rare-earth supplies and geopolitical risks as investors watch for signs of lasting stability in the world’s most critical economic relationship

US-China trade talks in Paris test fragile truce ahead of Trump-Xi summit

Monthly spotlight: Global investing

Read WP's highlighted coverage of key topics from March

Monthly spotlight: Global investing

BMO CIO sees momentum in India, despite energy shocks

Recently returned from the subcontinent, Sadiq Adatia outlines why he sees a compelling investment case for India

BMO CIO sees momentum in India, despite energy shocks