Lower deduction of investment counsel fees hits trusts with AMT
Many trusts may need to amend 2024, 2025 tax returns
Adjudicator in OSC vs. Purpose case steps down
Social relationship with regulator’s key witness in case leads to recusal
Technicals over fundamentals
Cheap funding, central bank support, rosy AI forecasts, FOMO and more have kept market valuations elevated — that won’t last forever
Opinion: We need greater governance on life insurance book transfers
The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable