Important Notice: CRA Change to Administrative Position on Applicability of GST/HST to Trailing Commissions Please be informed of an important change that will impact CIRO member firms and their advisors. The CRA has apparently reversed its longstanding administrative position about the applicability of GST... Jan 15, 2026 News
Join our affiliate Canoe's first webinar of 2026, Canoe Perspectives 2026 Canoe Perspectives Thursday, January 15, 2026 11:00 AM - 12:00 PM https://canoefinancial.webex.com/webappng/sites/canoefinancial/meeting/register/d52150825aa14a729b34b1dddfdbc294?ticket=4832534b0... Jan 13, 2026 News
Join our affiliate Picton Mahoney's first webinar of 2026, The Picton Report Tuesday, January 20, 2026 4:15 PM Eastern Standard Time 1 hour https://event.on24.com/wcc/r/5181112/5B251A35F7BDB00782BC46FEBB544D20?utm_source=marketing-email&utm_medium=evt&utm_campaign=picton-repor... Jan 13, 2026 News
Christmas and Holiday office hours Dear Federation Members, As we approach Christmas and the holidays, please be advised of the upcoming office hours: Friday, December 19: The office will close early at 1:00 p.m. Monday, January 5: Nor... Dec 16, 2025 News
FID in the News: Advisor incorporation ‘a hot potato’ https://www.investmentexecutive.com/news/advisor-incorporation-a-hot-potato/ The Canadian Investment Regulatory Organization (CIRO) is pushing to expand advisor incorporation rules so that **investmen... Nov 9, 2025 News
Labour Day Office Hours Labour Day Weekend – Office Schedule Notice Dear Federation Members, As we approach the Labour Day holiday, please be advised of the upcoming office hours: Friday, August 29: The office will close ear... Aug 28, 2025 News
Beyond the Monday Musings: Week ending August 27 Industry news Markets Stay Strong Despite Chaotic Headlines: Q2 results show Canadian and U.S. markets remain resilient, led by gains in tech, communications, and real estate sectors. independentdeale... Aug 27, 2025 News
Beyond the Monday Musings: Week ending August 20 Industry news BMO Announces August 2025 Distributions for ETFs & Mutual Funds BMO Asset Management confirmed cash distributions for all BMO ETFs and ETF Series of BMO Mutual Funds, with record and pay... Aug 20, 2025 News
Beyond the Monday Musings: Week ending August 13 Industry News RBC Global Asset Management Finalizes 2025 Bond ETF Maturities The maturity and voluntary delisting of RBC Target 2025 Canadian Government, Corporate, and U.S. Corporate Bond ETFs is set... Aug 13, 2025 News
FID in the News: Investment industry advocacy groups rebrand, make their pitch in a shifting landscape https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-investment-industry-advocacy-groups-rebrand-make-their-pitch-in-a/ Several major Canadian investment industry advocacy grou... Aug 12, 2025 News
CIRO Broadcast email to Chief Compliance Officers and your firm’s primary contact for the industry-wide BCP test CIRO - Broadcast email to Chief Compliance Officers and your firm’s primary contact for the industry-wide BCP test To Fundserv distributors and intermediaries, As previously communicated in CIRO Notic... Aug 11, 2025 News
Beyond The Monday Musings: A New Weekly News Roundup: Week ending August 6 This is the first week of a new website feature, 'Beyond The Monday Musings' an additional roundup of recent and relevant Canadian wealth management and regulatory news, with a focus on compliance, bu... Aug 6, 2025 News