Advisory & ConsultingMarket ResearchWealth Management

The Great Wealth Transfer Is Here, and Canadians Expect More from Financial Advice

By Susan Sanei-Stamp, Senior Vice-President, Financial Services Sector, Léger Canada is experiencing one of the largest intergenerational wealth transitions in its history. As much as one trillion dollars is shifting across generations, and this movement of capital is already reshaping expectations, behaviours, and the pressure on financial institutions to demonstrate …

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FinTechGovernment NewsTransportation

Canadians call for a new automotive strategy to build Canada strong: new KPMG Canada survey

Seventy-two per cent want their vehicle assembled in Canada, signalling support for domestic capacity and jobs TORONTO, ON–With as many as six in 10 Canadians in the market to buy a new vehicle within the next five years, three-quarters are worried the ongoing uncertainty in the automotive industry will result …

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Financial AdvisoryIndustry Trends

Canadians double down on financial discipline amid economic uncertainty: CIBC Poll

Budgeting, bill payments, and debt repayment lead the way for financial priorities TORONTO, ON–According to the annual CIBC Financial Priorities Poll, paying down or eliminating debt remains the leading financial priority for Canadians in 2026.The poll found that 16 per cent of Canadians are focused on debt reduction, closely followed …

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Advisory & ConsultingFinancial AnalyticsTechnology

Beyond the Spreadsheet: Why Mid-Sized Firms Are Upgrading Financial Ops

Financial Operational Improvements at Mid-Market Companies: Moving Beyond Manual Processes by Dave O’Brien, CPA MFin, Sapling Financial Consultants Inc. With the proliferation of new tech-enabled finance tools, including software-as-a-service (SaaS), automation/workflow tools and artificial intelligence (AI), many mid-market companies are at a critical juncture to improve their finance functions. Often, …

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Industry TrendsMergers & Acquisitions

Sapling Financial Consultants’ Green Shoots M&A Index Reveals Diverging North American Trends U.S. activity slows as Canada’s M&A market strengthens

TORONTO, ON–Sapling Financial Consultants released its October 2025 Green Shoots M&A Index for the U.S and Canada, offering a forward-looking view of North American M&A trends. The latest data signals diverging trajectories between the two markets, with U.S. deal making contracting while Canada shows moderate growth. The data suggests a …

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Industry TrendsMarket Research

BMO Survey: Three-in-Five Canadians Adjust Holiday Spending Plans Amid Tariff Concerns

TORONTO, ON–The latest BMO Real Financial Progress Index reveals 61% of Canadians are changing their holiday spending plans this year in anticipation of rising costs caused by tariffs. 37% are trying to buy gifts minimally affected by tariffs, including purchasing goods made in Canada 25% started their holiday shopping earlier …

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Capital MarketsGovernment NewsPension Plans

CPP Investments Net Assets Total $777.5 Billion at Second Quarter Fiscal 2026

TORONTO, ON–Canada Pension Plan Investment Board (CPP Investments) ended its second quarter of fiscal 2026 on September 30, 2025, with net assets of $777.5 billion, compared to $731.7 billion at the end of the previous quarter. The $45.8 billion increase in net assets for the quarter consisted of $39.8 billion …

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AIFinTech

The AI Boom in Canadian Finance Hits a Wall: Trust and Red Tape

By David Rosenberg, Head of Machine Learning Strategy, Bloomberg’s Office of the CTO Artificial intelligence isn’t just a buzzword in Canada’s financial sector — it’s quickly becoming the norm. According to a recent KPMG report, a remarkable 82% of Canadian investment firms are already tapping into AI, outpacing many of …

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Industry TrendsReal Estate

Population growth, policy levers drive price appreciation, housing values reporting triple-digit gains over a 30-year period

TORONTO–Strong equity gains over the past 30 years have left few regretting the leap to home ownership, but obstacles are dimming the dream for future generations, as home-ownership rates decline nationally and in major markets, according to a report released today by REMAX Canada. In its analysis of data and …

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AIInsuranceTechnology

OpenText Unveils New Solutions for Guidewire to Power AI, Cloud-Ready Insurance Workflows

WATERLOO, ON–OpenText, a global leader in secure information management for AI, at Guidewire Connections unveiled its new OpenText Content Cloud solutions for Guidewire, designed to help insurers move to the cloud faster and gain smarter, more efficient access to critical policy and claims content. The volume of content insurers manage, …

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