Melissa Shin

Melissa is the editorial director of Advisor.ca and leads Newcom Media Inc.’s group of financial publications. She has been with the team since 2011 and been recognized by PMAC and CFA Society Toronto for her reporting. Reach her at mshin@newcom.ca. You may also call or text 416-847-8038 to provide a confidential tip.

Regulation

How to comply with regulators’ guidance on awards

Canadian insurance regulators have not issued a similar warning

By Melissa Shin |January 26, 2024

1 min read

Policy

Nearly all major central banks to cut rates in 2024: Fitch

However, the rating agency expects a slower pace for those cuts than financial markets are predicting

By Melissa Shin |January 19, 2024

1 min read

Products

Emerge unitholders become unsecured creditors

Investors in five Emerge ARK ETFs have not received payments for receivables outstanding

By Melissa Shin |January 8, 2024

1 min read

Tax News

Liberal tax promise tracker, winter break edition

Another look at the status of major tax proposals from the Trudeau government

By Melissa Shin |January 3, 2024

1 min read

Products

Emerge liquidates ETFs without paying receivables

Emerge ARK funds are still owed $4.7 million by manager

By Melissa Shin |December 21, 2023

1 min read

Industry

TD’s racial equity audit a significant first step, but incomplete: shareholder

The B.C. union that requested the audit says it hopes to see further analysis

By Melissa Shin and Ian Bickis, Canadian Press |December 18, 2023

1 min read

Regulation

Quicker consults for OSC, FSRA now law

Change follows a report from the auditor general that found the rule-making process "exceedingly slow"

By Melissa Shin |December 15, 2023

1 min read

Regulation

Regulators update warning on advisor awards

Participating in recognition programs at all could be a compliance issue

By Melissa Shin |December 8, 2023

1 min read

Industry

Oil and gas must cut emissions more than a third by 2030

Companies can buy offset credits or contribute to a decarbonization fund that would lower their required reduction

By Mia Rabson, The Canadian Press and Melissa Shin |December 7, 2023

1 min read

Tax Strategies

Tough markets provide tax-loss harvesting opportunity

More than half of the S&P/TSX Composite had negative price returns as of mid-November, report says

By Melissa Shin |November 24, 2023

1 min read

Your Business

The trouble with client gifts

Meaningful gifts should be of sufficient quality to be valued

By Melissa Shin |November 10, 2023

1 min read

Industry

Updated: RBC, BMO commit to racial equity audits following engagement from investors

Initiative received 42% support from RBC shareholders at latest AGM, and 37% from BMO shareholders

By Melissa Shin |November 10, 2023

1 min read

Industry

CI Financial posts loss in third quarter

The firm also saw net outflows of $465 million across its entire asset management segment

By Melissa Shin |November 9, 2023

1 min read

Products

Emerge borrowed US$200,000 from employees as business tanked

Employees also allege unpaid wages

By Melissa Shin |November 8, 2023

1 min read

Industry

Duane Green leaves Franklin Templeton

Andrew Ashton takes over as chairman

By Melissa Shin |November 7, 2023

1 min read

Your Business

How to ask for referrals

Many advisors aren't equipped to ask for referrals properly

By Melissa Shin |November 7, 2023

1 min read

Regulation

CIRO sympathetic to industry challenges with new conflict disclosures

Kriegler acknowledges additional burden to advisors resulting from regulatory changes

By Melissa Shin |November 6, 2023

1 min read

Industry

CIFSC proposes two new investment-fund categories

The committee also is revisiting the category of Multi-Sector Fixed Income launched earlier this year

By Melissa Shin |November 2, 2023

1 min read

Industry

Meghan Meger appointed sole head of BMO Private Wealth Canada

Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed

By Melissa Shin |October 25, 2023

1 min read

Industry

Former OSC commissioner Glorianne Stromberg dies

Author of two seminal papers leaves a legacy of sweeping regulatory changes and investor advocacy

By Melissa Shin |October 23, 2023

1 min read

More Columnists

Ben Felix

Planning and Advice

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Coreen Sol

Unravelling confirmation bias

December 15, 2023|2 min read

Why less is more when it comes to investment decisions

October 25, 2023|3 min read

Sam Sivarajan

Planning and Advice

Understanding clients means helping them feel in control

December 20, 2023|3 min read

How our five brains affect financial advice

October 23, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Investments

Advisors should be wary of conflicts when reviewing stock ratings

December 15, 2023|3 min read

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read