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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Financial AdvisoryIndustry Trends

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 …

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FinTech

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 …

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ComplianceRegulatory Issues

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, …

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Corporate PartnershipsWealth Management

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 …

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