Our Thinking
Insights and big ideas from CIBC Mellon and BNY, designed to help institutional investors in Canada navigate today's complex market and regulatory environment.
The CRA’s Reporting Requirements for Trusts and Revenu Québec’s Guide to Filing The Trust Income Tax Return
February 2022
The Department of Finance proposed a new T3 Trust Income Tax and Information Return filing requirements for trusts.
CIBC Mellon leans into the future of work
December 2021
CIBC Mellon spent many years establishing a strong and resilient foundation, enabling it to rapidly shift 99% of our team to remote work and deliver stable execution through the ongoing pandemic.
In Search of New Value: How Canadian Pension Funds are Preparing for a Post-COVID-19 Environment
November 2021
Canada’s pension plans enjoy a well-deserved global reputation for strong management and resilient performance, but they are not immune to shocks in the markets in which they operate.
Transition and Readiness Overview: LIBOR, CDOR, CORRA and more
November 2021
Despite the impacts of COVID-19, LIBOR transition deadlines remain largely unchanged.
Update on T+1 Settlement Efforts in the U.S.: Canadian Outlook and Considerations
October 2021
Canadian and U.S. market stakeholders have begun work toward shortening the settlement cycle in Canada to T+1, the day after trade date.