Opinion: CRA can improve its administration of bare trusts and the Canada child benefit
Two report summaries from the Office of the Taxpayers’ Ombudsperson
- By: François Boileau
- August 5, 2025 August 5, 2025
- 15:42
Top Stories in Insight
Opinion: Beyond binding authority — improving Canada’s complaint-handling system
Binding authority represents progress, but system-wide reform is still needed
- By: Harvey Naglie
- August 5, 2025 August 5, 2025
- 05:44
Opinion: Clients who act as executors or powers of attorney need training
The argument for a personal fiduciary certificate program
- By: Mark O’Farrell and Barb Amsden
- July 29, 2025 July 28, 2025
- 04:12
Letter: Government policy needs to make downsizing palatable
Re: Seniors rarely downsize — here’s why that’s hurting first-time homebuyers
- By: Bev Kennedy
- July 28, 2025 July 28, 2025
- 13:15
Letter: It’s about more than access to training
Re: No more dealer’s choice as IFSE shuts its doors
- By: Michel Mailloux
- July 18, 2025 July 17, 2025
- 05:45
Opinion: Canada’s moment to raise the bar for investment advice
Moving past process — the case for outcomes-based oversight in Canada
- By: Harvey Naglie
- July 16, 2025 July 16, 2025
- 09:20
Opinion: Ontario’s title protection regime represents progress, but risks remain
Ontario's broad definition of financial advisor could lead investors to misunderstand their advisor's primary role and capabilities
- By: Harvey Naglie
- June 12, 2025 June 12, 2025
- 09:34
3 reasons private assets are less volatile
Hint: it has nothing to do with how frequently these investments are priced
- By: Allan Seychuk
- May 26, 2025 May 26, 2025
- 11:34
How business owners can benefit from the capital dividend account
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
- By: Geoffrey Jones
- May 2, 2025 May 2, 2025
- 09:41
Opinion: Clients are more at risk than they realize
Investment products can have different risk and return characteristics depending on the business cycle — clients deserve more options
- By: John De Goey
- March 31, 2025 March 31, 2025
- 17:18
OneDigital in talks with ‘up to 50’ Canadian firms
Private-equity backed U.S. company plans to become "a $100-million organization in Canada"
- By: Kevin Press
- March 28, 2025 March 28, 2025
- 15:30
The onus is on advisory firms to support private market investments
"The dealer has a responsibility to make sure advisors have the right knowledge, education and training," says Harbourfront Wealth CIO
- By: Kevin Press
- March 21, 2025 March 21, 2025
- 19:50
Opinion: An investor perspective on Ontario Long-Term Funds
Retail investors with modest portfolios do not require these risky funds for diversification purposes
- By: Ken Kivenko
- March 21, 2025 March 21, 2025
- 16:43
Opinion: Insurers need to call the same riders by the same names
Clarity for clients makes it easier to shop across carriers
- By: Jonathan Got
- April 22, 2026 April 22, 2026
- 12:59
Bare trust debacle makes fools of the law-abiding
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
- By: IE Staff
- March 29, 2024 March 29, 2024
- 12:38
Guardian Capital acquires majority of Ontario investment counselling firm
CEO Ken Rae sells his stake but stays on as key leader
- By: Greg Meckbach
- June 28, 2022 June 28, 2022
- 10:02
Beyond the bill
Why the energy transition still matters
- By: John Cook
- August 8, 2025 August 8, 2025
- 12:59
Anxious clients struggle with changes ‘hour to hour’
This Niagara-on-the-Lake advisor is having to talk clients out of reducing too much risk
- By: Kevin Press
- March 14, 2025 March 20, 2025
- 17:30
What investors can expect in 2025
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
- By: Lesley Marks
- December 11, 2024 December 11, 2024
- 10:00
Opinion: Credit bureaus should do more to protect consumer data
They should alert Canadians anytime someone tries to access their data — immediately
- By: Barb Amsden
- April 27, 2026 April 27, 2026
- 09:41
Re: Single-Stock ETFs highlight a gap between conservative advisors and FIRE investors
Leverage feels great when things go your client’s way — but a lot of times they don’t
- By: Vince Herlaar
- April 24, 2026 April 24, 2026
- 13:44
Re: AI means potential ‘big shift’ in regulatory responsibilities: Kriegler
Andrew Kriegler deserves credit for saying what too many prefer to leave unsaid
- By: Harvey Naglie
- April 23, 2026 April 23, 2026
- 10:31