A new OSC and CIRO report reveals that many bank advisors face sales-driven pressure, risking unsuitable advice for clients. Regulators are calling for urgent reform of compensation models and advisor culture.
CIRO sanctions former RBC Dominion rep for unauthorized commodity futures trading that caused clients to lose $8.7M. Learn how regulators are responding
OSFI has reduced capital requirements on life insurers’ infrastructure investments in 2025, cutting credit risk charges for unrated debt to 3% and market risk for equity to 30%. The regulator has also delayed new LICAT rule changes until after 2028 to promote stability and support long‑term investment in Canadian projects.
At Berkshire’s 2025 meeting, Warren Buffett emphasized long-term investing, patience, and smart use of leverage. AiF aligns with these principles—focusing on stable, structured investments and capital growth through strategy, not speculation.
Wondering what income you need to afford a $1 million home in 2025? Experts say a salary of around $250,000 is a solid benchmark—though down payment size, debt-to-income ratio, and the need for jumbo mortgages can significantly shift that number.
Explore the 2025 mortgage refinance landscape in Canada with our in-depth guide. Learn when it makes sense to refinance—whether it’s to lock in a better rate, tap into home equity, or adjust your loan term—and discover expert tips, real-world scenarios, and essential rules of thumb to help you make a smart refinancing decision
Wondering where to park your cash in 2025? This article compares GIC-style CDs with high-yield savings accounts in Canada — including current rates, risks, and when each option makes sense. Ideal for savers seeking secure, short-term growth.
SIMA urges Ottawa to update Canada’s retirement savings rules by raising the RRSP-to-RRIF conversion age from 71 to 73 and eliminating mandatory RRIF withdrawals for accounts under $200,000. The changes aim to give seniors more flexibility, help manage longevity risk, and align policy with today’s economic realities.
Smart Shifts: How Canadians Are Rethinking Retirement Goals in 2025
A mother and daughter turned trust into action — building long-term wealth through strategic wealth planning and professional guidance.