Beyond Wealth: Why Canadians Are Rethinking What They Leave Behind
New Edward Jones research reveals the legacy Canadians want and the barriers they face TORONTO, ON–Canadians are redefining what it means to leave a legacy. It’s no longer just about wealth, it’s about meaning. While 59 per cent still prioritize providing loved ones with financial security, new polling from Edward …
Empire Life Launches Group Retirement Savings
Innovative digital platform designed specifically for small and medium-sized businesses KINGSTON, ON–The Empire Life Insurance Company (Empire Life) revealed the national launch of its Group Retirement Savings (GRS) platform. Deployed over the past year to selected customers, GRS is now available across Canada. All-digital platform and outstanding service deliver ease …
CSA clarifies requirements for delivering proxy-related materials during Canada Post labour dispute
VANCOUVER, BC, –The Canadian Securities Administrators (CSA) is clarifying requirements for delivering proxy-related materials for shareholder meetings during the ongoing labour dispute between Canada Post and the Canadian Union of Postal Workers (CUPW) since CUPW has since moved from a full, nationwide postal strike to rotating strikes. On October 9, …
Bakish Wealth Partners with Heritage MD to Bring Wealth Offering to Healthcare Professionals Across Canada
MONTREAL, QC and TORONTO, ON–Bakish Wealth, with its 20-year history of serving healthcare professionals across Canada with disciplined investment and financial plans, and Heritage MD, a specialized advisory firm co-created with physician leadership of the McGill University Health Centre (MUHC) and aligned with the MUHC Foundation, are pleased to announce …
Canada’s Future Economic Engine: TD Survey Finds 3 in 4 Gen Zs Want to Run Their Own Business
Gen Z is leading in hustle but lagging in asking for help: 77% of respondents would feel more confident starting or growing a business with a trusted small business advisor or mentor TORONTO, ON–A big wave of Canadian entrepreneurs is potentially on the horizon. A new TD Survey reveals that …
FP Canada Honours Seven Award Recipients for Contributions to the Financial Planning Profession
TORONTO, ON–FP Canada announced the 2025 recipients of four prestigious awards and distinctions. Debbie Ammeter (a former CFP® professional and current FP Retired™ status holder) and Carolyn Fallis, CFP, have been honoured with the Donald J. Johnston Lifetime Achievement Award, and Julie Seberras with FP Canada™ Fellow Distinction. Martin Dupras, …
Junior Achievement Canada, BMO Launch National Partnership to Prepare Youth Through Financial Literacy
With a shared commitment to financial empowerment, Junior Achievement of Canada and BMO announce a five-year national partnership to equip 230,000 Canadian young people with financial literacy skills TORONTO, ON–Junior Achievement of Canada (JA Canada) is proud to announce a five-year national partnership with BMO, uniting two organizations committed to …
New Survey Reveals Burnout Is Costing Canadian Employers Millions — But There’s a Way Forward
WINNIPEG, MB–A new national survey reveals a troubling rise in workplace burnout, with nearly 39% of Canadian employees reporting they feel burnt out–a concerning increase from 2023. The findings show that burnout is not just a wellness issue–it’s a business issue. For a company with 500 employees, burnout-related productivity losses …
Maximizer Unveils IQ Boost, Canadian-Built AI to Help Financial Advisors Navigate $1 Trillion Wealth Transfer
Secure AI feature inside Maximizer CRM helps advisors work smarter, save time, and strengthen client relationships in a market where those who don’t adapt risk being left behind. VANCOUVER, BC–With Canada facing a historic $1-trillion intergenerational wealth transfer, financial advisors are under increasing pressure from regulation, fee compression, and client …
Economic unease has Canadians thinking about financial plans, but those without a plan are less confident in retirement, KPMG poll finds
Canadians with professional financial plans are more confident about their finances, while the technology vs. human advisor divide is stark between generations TORONTO, ON–While economic uncertainty has increased Canadians’ concerns about their finances, a new report from KPMG in Canada shows that those who have a professional financial plan are …