The $200 Trade: What Canada’s Newest Investors Expect From Their Brokerage
By Michael Constantino Canada has long been an expensive place to invest. Commissions ran higher than in the U.S., trading platforms were built for desktops, and for a lot of people, getting into the market meant booking time with an advisor. The investors coming into the market now have little …
Why Canada’s transfer pricing shake-up demands action now
Canada’s new transfer pricing rules coming into play next year. Explore what implications this will have for companies in the region and how they can prepare by Rachel Mathre, Director of Corporate and International Tax Advisory at Vistra On March 26, 2026, the Budget Implementation Act, 2025, No. 1 (“Bill …
Beyond Survival: How Canadian Credit Unions Can Turn a Platform Crisis into a Competitive Edge
By Alexey Lapusta, Regional Director Americas, Plumery With the sunset of Forge, Canadian credit unions face a critical decision about their digital banking platform – and their choice will define their competitiveness for the next decade. Whatever path you take, it isn’t just about replacing functionality; it’s a strategic inflection …
The Human Quotient: Building Future-Ready Wealth Professionals
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 …
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 …
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, …
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 …
SIMA, Pollara investor survey shows high level of trust in investment advice
Many investors also turn to DIY investing, finfluencers TORONTO, ON–The Securities and Investment Management Association (SIMA) and Pollara Strategic Insights released the results of their annual Survey of Canadian Investors, which has tracked Canadian investor sentiments and behaviour since 2006. This year, the survey broadened its scope to include not …
Finding Growth Opportunities in Canada’s High Inflation, Low Growth Economy
By Stephen Johnston As Canada confronts the dual challenges of high inflation and low growth, the specter of stagflation looms large. Stagflation, which refers to below-trend economic growth combined with above-trend inflation, erodes real GDP per capita and poses significant challenges for investors. The current macroeconomic and regulatory environment in …
Six ways to a winning brainstorming session
How to organize a successful brainstorming session Courtesy BDC Brainstorming can be a great way to drive innovation in your business, if you prepare for it properly. A session that falls flat can be a frustrating waste of time. Brainstorming often gets a bad reputation because sessions sometimes generate humdrum …