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By Fred Pinto, CFA, ICD.D, CEO of CFA Society Toronto In 2026, CFA Society Toronto marks 90 years since a small circle of investment professionals began meeting in 1936 to sharpen their craft and advance the practice. In the decades since, private wealth management has transformed from traditional brokerage and …

TORONTO, ON–Geopolitical/policy risk, macroeconomic risk and technology/cyber risk rank as the most significant risks facing Canada’s financial sector, according to a new survey released by the Global Risk Institute in Financial Services (GRI). GRI’s Canadian Financial Services Risk Outlook Survey 2026, which draws directly on the views of Chief Risk …

Payments Canada has announced a revised plan for its instant payments scheme, the Real-Time Rail (RTR), with a target for industry testing in 2026 By Kellie Johnson, SVP, Payments America at RedCompass Labs Canada’s payments ecosystem can breathe a sigh of relief as Payments Canada has announced that the Real-Time …

VANCOUVER, BC–The global internet is being carved into digital fortresses. New data sovereignty laws are fragmenting the massive AI and cloud markets as organizations are now forced to keep their most sensitive data within their own national borders. This isn’t just a trend; it’s a regulatory earthquake, with 2026 marking …

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 …

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 …

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 …

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, …

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 …

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 …