News and views

All Posts In "Industry & News Updates"

Alert: TFSA Limit 2019

There has been speculation the last few months that the Tax-Free Savings Account contribution limit may be increased next year...

Read More

CRM2 – Client Fees and Regulatory Changes

Over the last several years the investment industry has been going through a number of changes, many in the background...

Read More

Industrial Alliance Acquisition of HollisWealth

December 5, 2016 it was announced that an agreement has been reached that will see Industrial Alliance (iA) acquire HollisWealth...

Read More

An example: the impact of the new government housing rules.

  Provided to us by Patti Lewis, Mortgage Agent at Invis, an example of the impact the new government rules will have...

Read More