commissions and fees

Tax & Estate

CRA to postpone enforcement of GST/HST on trailing commissions

Agency intends “material extension” of July 1 deadline, EY says

By Michelle Schriver |May 15, 2026

5 min read

Regulation

CIBC trailer settlement open to DIY investors

Claim process begins for investors covered by class action over trailer fees

By James Langton |April 24, 2026

2 min read

Regulation

Crypto class action settlement complete

Court grants Wealthsimple's application for closing judgment

By James Langton |March 9, 2026

2 min read

Regulation

Scotia reaches NSF fees class action settlement

Proposed settlement faces court approval hearing in June

By James Langton |March 3, 2026

1 min read

Regulation

FCAC fines BMO $4M for overcharging fees

Error went undetected despite over 500 complaints; affected more than 100,000 customers

By Jonathan Got |February 2, 2026

2 min read

Insurance

Sun Life introduces more level whole life policy compensation

The move is good for clients, but will industry follow?

By Jonathan Got |January 27, 2026

2 min read

Industry

Trailing commissions to be subject to GST/HST: tax interpretation

Dealers, advisors brace for July 1 implementation deadline

By Michelle Schriver |January 22, 2026

8 min read

Regulation

Court approves CIBC trailer fee settlement

Class action brought on behalf of full-service clients with funds that paid trailers

By James Langton |January 7, 2026

3 min read

Planning and Advice

How should advisors speak to clients about total cost reporting?

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

By Noushin Ziafati |December 30, 2025

6 min read

Products

With CRM3 around the corner, here’s how financial services firms are preparing

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

By Noushin Ziafati |December 29, 2025

7 min read

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