Site Map for July 2025

Date
Title
Jul 31, 2025
Did two central bank meetings yesterday give us any more clarity on tariffs’ impact?
Jul 31, 2025
CIRO bars CIBC duo after $957,000 in undisclosed client transactions and non-cooperation
Jul 31, 2025
What's more dangerous than a bad trade deal? maybe no deal at all
Jul 31, 2025
A tariff problem, not an inflation problem says Macklem as rate stays put
Jul 31, 2025
Powell's "no decisions" leaves markets guessing his next move
Jul 31, 2025
Why debt means financial strain is peaking for young Canadians
Jul 31, 2025
Canadian consumers rank security ahead of ease in open banking
Jul 31, 2025
Ground floor up: Five years of Pier 4's deliberate ascent
Jul 30, 2025
The truth about property transfer tax
Jul 30, 2025
Types of investment vehicles for growth and high returns
Jul 30, 2025
Federal Reserve announces key interest rate decision
Jul 30, 2025
How fundamental analysis can help you in wealth management
Jul 30, 2025
Bank of Canada makes interest rate decision
Jul 30, 2025
iA Financial reveals plans for newly acquired Richardson Wealth business
Jul 30, 2025
Brookfield makes $2.9 billion move into mortgage world with new acquisition
Jul 30, 2025
RBC applies proprietary AI model to credit decisions and rewards data
Jul 30, 2025
Employee investors sue wealth firm over alleged conflicts in US$4.6 billion equity dilution
Jul 30, 2025
Three in four small businesses plan to grow despite rising trade and cost concerns
Jul 30, 2025
CFIB urges Ottawa to use retaliatory tariff revenue to support small businesses
Jul 30, 2025
Canada's data breach cost surge is a wake-up call in the AI era
Jul 29, 2025
Nominate a standout woman in wealth management before entries close
Jul 29, 2025
Approaching clients’ summer worries with silence, empathy
Jul 29, 2025
Where political theatre is (and isn’t) sparking volatility in markets
Jul 29, 2025
Customs tariffs spike as Canada’s deficit doubles early in 2025–26
Jul 29, 2025
High savings don't always mean high income in Canada
Jul 29, 2025
A financially anxious welcome for half of Canada’s newcomers
Jul 29, 2025
EU opens market in 15% tariff deal as Trump secures US$750 billion energy pledge
Jul 29, 2025
Manhattan lone shooter kills 4, including police officer, Blackstone executive
Jul 29, 2025
Canadian business closures remain stable, despite challenges
Jul 29, 2025
Harrison Street launches private wealth division to offers alts strategies to advisors, HNWIs
Jul 28, 2025
iA Financial acquires $40bn advisory firm
Jul 28, 2025
Why are tech stocks leading US markets again?
Jul 28, 2025
5-star advisory teams 2025 revealed
Jul 28, 2025
Rival bids close in as MEG Energy’s sale deadline approaches
Jul 28, 2025
City Office REIT set to go private in US$1.1 billion acquisition
Jul 28, 2025
“They’ll just pay tariffs” Trump says as August 1 deadline nears
Jul 28, 2025
The Best Wealth Management Firms and Teams in Canada | 5-Star Advisory Teams
Jul 28, 2025
The 2025 Wealth Professional Awards
Jul 28, 2025
Trump agrees 15% 'best we could get' tariff deal with EU while markets await Fed
Jul 28, 2025
What Quebec, Alberta, and Saskatchewan are getting right about household savings
Jul 28, 2025
Newcomers to Canada face financial knowledge gap, TD survey finds
Jul 28, 2025
Investors look past tariff turbulence and turn to defensive Canadian income ETFs
Jul 25, 2025
Youth unemployment is rising, what does that tell us about the wider Canadian economy?
Jul 25, 2025
Alphabet beats Q2 estimates as earnings hit US$28.2 billion and shares climb
Jul 25, 2025
CFIB flags sharp investment drop amid rising trade tension
Jul 25, 2025
Gold surge powers TSX ahead of S&P 500 in 2025
Jul 25, 2025
Tesla stock plunges as profits slide and investors weigh missed bitcoin windfall
Jul 25, 2025
Investment funds to get access to BoC emergency liquidity funds
Jul 25, 2025
OSC highlights compliance, crypto, culture in annual RIE division report
Jul 24, 2025
Want to become a Certified Financial Planner in Canada? Here are the steps to take
Jul 24, 2025
How fixed-income instruments can help investors build portfolio stability
Jul 24, 2025
Investment Terms Everyone Uses - But Few Truly Understand
Jul 24, 2025
Meme stocks are rallying, what can advisors do to protect clients?
Jul 24, 2025
CSA flags CIRO for failing internal control and cloud data standards
Jul 24, 2025
Fraudster convicted in $7.75 million scheme tied to locked-in retirement account investments
Jul 24, 2025
Chartwell makes $432 million move in key Ontario markets
Jul 24, 2025
TD Bank joins big banks bringing staff back four days a week
Jul 24, 2025
Finding fortunes in fun: the investment opportunity in $3.5 trillion industry
Jul 24, 2025
Housing market in 'hot pockets' showing signs of rebounding
Jul 23, 2025
How to use derivatives to manage risk and win trust
Jul 23, 2025
Is TD bank stock a good investment?
Jul 23, 2025
Prepping for the Canadian Securities Course (CSC)
Jul 23, 2025
How top advisors navigate life-changing liquidity events
Jul 23, 2025
What earnings tell us about how manufacturers have managed tariffs so far
Jul 23, 2025
IPC announces acquisition of wealth management firm
Jul 23, 2025
US department store rally sparks meme stock flashback
Jul 23, 2025
Carney and Premiers meet as US trade deadline nears
Jul 23, 2025
Enbridge to build $900m solar project to power Meta data centres
Jul 23, 2025
Canadian fraud, extortion stats revealed in national crime report
Jul 22, 2025
Find the best certified financial planning courses for you
Jul 22, 2025
Which top robo-advisors are the best fit for your clients?
Jul 22, 2025
Canadian mutual fund sales rebound further, ETF momentum continues
Jul 22, 2025
What does running a multi-family office model actually entail?
Jul 22, 2025
Why the US dollar is in decline and what that means for unhedged investors?
Jul 22, 2025
Tech rally lifts US markets as tariff deadline looms
Jul 22, 2025
Morgan Stanley eyes 7,200 for S&P 500 as earnings hold and pullback offers entry point
Jul 22, 2025
The stock market stretches the limits of belief and valuation
Jul 22, 2025
Businesses absorb tariff costs as inflation expectations return to late 2024 levels
Jul 22, 2025
Taxes continue to outpace basic needs for Canadian families
Jul 22, 2025
Keeping up with tech: Why AI is not the only option for investors in 2025
Jul 21, 2025
Canada Life RRSP: Retirement savings made simple yet effective
Jul 21, 2025
Understanding Mortgage Investment Corporations: A guide for financial advisors in Canada
Jul 21, 2025
Are REITs a good investment for new and existing investors?
Jul 21, 2025
Can tech’s disconnection from the US economy protect investors from looming risks?
Jul 21, 2025
When paycheques don't pay the bills, what comes next for Canadians?
Jul 21, 2025
Survey shows most Canadians now need family money to afford a home
Jul 21, 2025
RBC partners with US tech lab to pursue AI-led fintech research
Jul 21, 2025
Netflix lifts full-year outlook as "Squid Game" finale drives surge in views and revenue
Jul 21, 2025
Canadian households under pressure as debt servicing strains intensify
Jul 21, 2025
Canadian families' after tax income edges lower in 2023
Jul 18, 2025
How to start investing in mutual funds: Tips for mature investors
Jul 18, 2025
One sector is becoming a 'political lightning rod' but can it still perform?
Jul 18, 2025
ASC alleges $14 million client asset misappropriation and oversight failures at crypto platform
Jul 18, 2025
Couche-Tard walks from 7-Eleven bid, reignites US growth plans
Jul 18, 2025
PepsiCo, tech stocks drive record gains as Wall Street and TSX close higher
Jul 18, 2025
A quiet payment hike awaits most mortgage holders
Jul 18, 2025
Canadian investors load up on US equities as foreign funds continue to exit Canada
Jul 18, 2025
Insolvency trustee says Canadians' financial struggles is a 'systemic failure'
Jul 17, 2025
CFRs in 2025: KYP and Demonstrating Suitability 
Jul 17, 2025
Can a private M&A advisor help clients through the $2 trillion succession tsunami?
Jul 17, 2025
Course-correcting financial plans in the wake of misinformation
Jul 17, 2025
With prices rising, the Fed holds steady and markets hold breath
Jul 17, 2025
Can Trump fire Powell without breaking the Fed?
Jul 17, 2025
Carney says Canada can be its own best customer now he’s testing that claim
Jul 17, 2025
Court challenge targets Bill C-5 and Ontario’s Bill 5 over Indigenous rights and land access
Jul 17, 2025
How much of Canada's tax burden is shouldered by the highest earners?
Jul 16, 2025
What “stagflationary tendencies” in the latest CPI print mean for Canadian investors
Jul 16, 2025
Why these advisors went independent, and how they picked their new platform partner
Jul 16, 2025
Canada’s telecom towers don’t just carry signals—they’re lifting stock prices
Jul 16, 2025
Nvidia rally lifts Nasdaq as US inflation and tariffs pressure broader markets
Jul 16, 2025
Carney signals trade shift as US deadline looms and tariffs harden
Jul 16, 2025
What happens when 14 million Canadians can’t cover a surprise bill?
Jul 16, 2025
CSA asks again about OBSI having binding authority on investment complaints
Jul 16, 2025
Advisors say stress levels are up, but so is long-term optimism
Jul 16, 2025
Canada's gap between haves and have nots has widened in 2025
Jul 15, 2025
Young clients prefer experiential spending, but that doesn't have to stop them saving
Jul 15, 2025
In corporate credit, at least, the demise of US assets might be overstated
Jul 15, 2025
Inspire change – nominate a woman shaping the future of wealth
Jul 15, 2025
ASC issues permanent bans after funds misused in Ponzi-style investment scheme
Jul 15, 2025
Tariff tensions cloud Bank of Canada’s inflation outlook ahead of July rate decision
Jul 15, 2025
Can US and EU avoid a US$115 billion trade collision?
Jul 15, 2025
Crypto week lifts bitcoin as TSX hits record and markets watch tariff and inflation signals
Jul 15, 2025
Real estate investors continue to see subdued gains, except in one region
Jul 15, 2025
Could made-in-Alberta pension boost retirement income without cutting benefits?
Jul 14, 2025
How does withholding tax on RRSPs work?
Jul 14, 2025
Making the most out of low-risk investments
Jul 14, 2025
How, and why, RBC built the world's largest cohort of CFA charterholders
Jul 14, 2025
Youth jobless rate signals strain as Canada adds 83,000 jobs on part-time rebound
Jul 14, 2025
AIMCo appoints new CIO after public markets role and executive turnover
Jul 14, 2025
HSBC exits Net-Zero Banking Alliance as US banks prepare to post higher Q2 earnings
Jul 14, 2025
CIRO fines and suspends rep over $8.7 million client losses in futures trading
Jul 14, 2025
Debt anxiety lingers as Canadians wait for rate relief
Jul 14, 2025
Investment managers increasingly use AI as a strategic tool
Jul 11, 2025
What do ETF trends tell us about investing in the second half of 2025?
Jul 11, 2025
CIRO sets 10-day deadline to fix transfer delays and modernize outdated processes
Jul 11, 2025
AGF appoints new CEO following executive’s sudden death
Jul 11, 2025
Trump opens another front in trade tensions with 35% tariff on Canada
Jul 11, 2025
Copper tariffs and Delta surge drive record highs on Wall Street
Jul 11, 2025
Investors are bracing for more volatility in the second half of the year
Jul 11, 2025
Key investment themes emerge as market conditions remains challenging
Jul 10, 2025
The best high-interest savings accounts in Canada
Jul 10, 2025
Here are the average financial advisor fees: Are you charging too little?
Jul 10, 2025
What’s keeping the vast majority of advisors from a formal succession plan?
Jul 10, 2025
One in four bank reps say clients get the wrong product sometimes
Jul 10, 2025
Advocis confirms 2025 board appointments and name new chair
Jul 10, 2025
Former CFO returns to lead EQB as new CEO
Jul 10, 2025
OPEC+ steps up supply push as rivals like Canada and US expand output
Jul 10, 2025
Thousands of Canadians file for insolvency as struggles reach breaking point
Jul 10, 2025
Long term financial pressure cooker needs real solutions, warns Harris
Jul 09, 2025
The top investment firms in Canada ranked by customer satisfaction scores
Jul 09, 2025
Helping your clients maximize their spousal RRSP
Jul 09, 2025
How could high sovereign debt levels shape the second half of 2025?
Jul 09, 2025
With charity golf tournament, Pier 4 showcases community support
Jul 09, 2025
Sun Life report shows changes in Canadian retirement patterns
Jul 09, 2025
CIRO issues sanctions against former dealing representative
Jul 09, 2025
Rental prices drop in major Canadian cities yet affordability still elusive, says CMHC
Jul 09, 2025
S&P 500 closes flat as tariff policy adds uncertainty to markets
Jul 09, 2025
No succession plan? Your clients will not be impressed with that
Jul 09, 2025
Why your retirement guidance matters more than ever in 2025
Jul 08, 2025
What expenses are tax deductible in Canada this year?
Jul 08, 2025
How one advisor serves the C-suite
Jul 08, 2025
What CIRO's survey of DIY investors tells us about investor motivations
Jul 08, 2025
Former RBC representative sanctioned $315,000 for unauthorized trading
Jul 08, 2025
TSX slips as real estate, energy stocks decline
Jul 08, 2025
Trump sets new tariffs on 14 countries starting Aug. 1
Jul 08, 2025
Big six bank launches target date style education portfolios
Jul 08, 2025
Canada needs a national pension dashboard, says CD Howe Institute
Jul 08, 2025
Canada's economy continues to defy expectations, says RBC's George Davis
Jul 07, 2025
Trump tariff decision puts US markets into the red
Jul 07, 2025
Markets are shrugging off tail risks, but that doesn't mean 'nothing ever happens'
Jul 07, 2025
Brookfield sells US$690 million in assets to launch private equity fund for wealthy investors
Jul 07, 2025
FinTRAC hits Canaccord with penalty over missed red flags on suspicious transactions
Jul 07, 2025
"Hard to believe" markets break records amid tariff uncertainty and turmoil
Jul 07, 2025
Trade conflict who? Canada's deal flow hits high gear in Q2
Jul 07, 2025
Investors more confident in global economy than CFOs
Jul 06, 2025
Canadian fixed income needs careful navigation amid tariffs and tensions
Jul 04, 2025
Which Canadian provinces tax $50K earners the hardest?
Jul 04, 2025
Canadian pension fund manager slams allegations about its investments
Jul 04, 2025
PM reflects on four decades behind the desk and 618.5 per cent cumulative returns
Jul 04, 2025
Gold shipments lift exports as Canada leans further from United States trade ties
Jul 04, 2025
Big US Banks lead US$70 billion in buybacks as Fed test shows capital strength
Jul 04, 2025
Hamilton ETFs appoints new co-CEOs
Jul 04, 2025
US tariffs on Vietnam lift apparel stocks tied to Vietnam
Jul 03, 2025
Asset management CEO passes away suddenly
Jul 03, 2025
Why should your clients invest in BMO mutual funds?
Jul 03, 2025
What is XRP and why have so many new Canadian ETFs launched tracking it?
Jul 03, 2025
CIRO issues $1.5 million penalty and permanent ban over client fund misappropriation
Jul 03, 2025
CRA holds refunds as Carney scraps digital tax in US trade push
Jul 03, 2025
Regulators tighten grip on Elon Musk's firms as feud with Donald Trump escalates
Jul 03, 2025
Active management is 'critical' right now, says Ninepoint's Fox
Jul 03, 2025
Despite rising costs, Canadians refuse to give up summer travel, BMO reveals
Jul 03, 2025
What is the fee for a financial planner?
Jul 02, 2025
Fed rate cut bets rise as ADP data shows surprise US job losses
Jul 02, 2025
Q Wealth announces, The Canadian "Great White North" Lounge at Future Proof Festival 2025
Jul 02, 2025
Navigating best RRSP rates in Canada
Jul 02, 2025
Investing in CIBC mutual funds
Jul 02, 2025
What Conquest plans to do with its $110 million capital injection
Jul 02, 2025
For one advisor, managing the reality and the fear of inflation comes back to the plan
Jul 02, 2025
CIRO fines firm over unsupervised $185 million OTC trades
Jul 02, 2025
Hours before the first payments, Canada "caved" on the digital services tax
Jul 02, 2025
TSX jumps as digital tax repeal lifts markets; tech and bank stocks lead US rally
Jul 02, 2025
Meta hits stock record as AI talent war pushes spending to US$1billion a year
Jul 02, 2025
Are Canadian banks investing in the wrong AI use cases?
Jul 02, 2025
Sustainability is alive and thriving, with most companies citing value creation