Jul 16, 2026 | News
FP Canada and the Rotman School of Management, University of Toronto, have launched the Financial Planning Business Essentials Program. The program combines financial planning technical education with business school instruction, meeting the education requirements for...
Jul 15, 2026 | News
Ontario will join the Canadian Securities Administrators’ (CSA) passport system, taking a long-awaited step toward harmonizing securities regulation across Canada. The change will improve capital market efficiency, reduce regulatory duplication and compliance costs,...
Jul 10, 2026 | News
The Canadian Investment Regulatory Organization (CIRO) has proposed rule changes to harmonize advisor compensation by allowing all client-facing advisors to receive compensation through an incorporated business. The proposal marks a key milestone in CIRO’s 2027...
Jul 6, 2026 | News
Effective July 4, 2026, under Law 16, Québec is updating financial sector regulation by introducing a new recognition order for the Chambre de l’assurance. Related changes to the Canadian Investment Regulatory Organization’s (CIRO) recognition order will...
Jul 3, 2026 | News
Following the Financial Services Regulatory Authority of Ontario’s (FSRA) February 2026 decision to pause Rule 2025-001, Ontario’s Ministry of Finance is consulting on proposed Insurance Act amendments that would narrow the definition of life and health managing...
Jun 29, 2026 | News
The CSA has published final amendments introducing a voluntary Access Model for continuous disclosure documents. Effective September 22, 2026 (pending approvals), the model enables electronic delivery through SEDAR+ notifications while allowing investors to request...
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