The Ontario Securities Commission (OSC) has released a consultation paper proposing the creation of a new type of investment fund category, the Ontario Long-Term Asset Fund (OLTF), to expand retail investor access to illiquid long-term assets, such as infrastructure...
The Canadian Investment Regulatory Organization (CIRO) is proposing amendments to the client reporting requirements in CIRO Rules. The proposals aim to harmonize its cost reporting rules with the Canadian Securities Administrators (CSA) new total cost reporting rules....
The Ontario Securities Commission (OSC) has published a new report, Gamification Revisited: New Experimental Findings in Retail Investing that studied the impact of gamification on investors. The OSC also launched a new tool, GetSmarterAboutTrading.ca, allowing users...
FP Canada and the Institute of Financial Planning, have introduced a new streamlined process, allowing Certified Financial Planner (CFP) professionals to seek the Financial Planner F.Pl. designation to practice in Quebec, while F.Pl. holders can pursue CFP...
The Ontario Securities Commission (OSC) issued a report titled Insights on the OSC Staff’s Approach to Sustainable Finance. The report outlines the OSC’s future plans and its ongoing work in sustainable finance. The OSC’s approach aims to provide insight...
