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
Top Stories in Insight
Opinion: Canada needs balanced approach in face of global push to deregulate
Rush to cut red tape can't endanger basic goals of transparency, investor protection
- By: Stéphane Rousseau and associates
- March 14, 2025 April 10, 2025
- 15:24
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: A déjà vu moment for bank sales practices
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
- By: Harvey Naglie
- December 5, 2024 December 24, 2025
- 17:21
Letter: OSC’s proposed disgorgement provisions are unfair and inadequate
A better solution is to start a compensation fund, writes lawyer Joseph Groia
- By: Joseph Groia, with Sabrina Heaman
- December 3, 2024 December 3, 2024
- 13:15
Help your client sell their beneficial interest in an estate
Here’s your helpful guide to advising clients on a complex estate sales process
- By: Michael Kulbak
- November 18, 2024 November 18, 2024
- 16:00
Letter: A case for rethinking investor education
Behavioural design is no silver bullet, writes Harvey Naglie
- By: Harvey Naglie
- November 18, 2024 November 18, 2024
- 11:28
It’s time to re-evaluate U.S. equities allocation
High valuations and market concentration are headwinds for future returns
- By: Michael Nairne
- November 13, 2024 November 18, 2024
- 16:00
Enhancing portfolio construction with factor investing
The strategy provides a low-cost method to pursue superior returns over the long run
- By: Michael Nairne
- September 23, 2024 September 23, 2024
- 16:00
In both estate administration and angling, it pays to prepare for the unexpected
Financial advisors can address property challenges, encourage clarity in wills
- By: Michael Kulbak
- August 20, 2024 August 15, 2024
- 16:00
Investable themes for 2024’s second half
Capitalize on opportunities in bonds, the energy transition and innovation
- By: Lesley Marks
- June 26, 2024 June 26, 2024
- 16:00
Understand these less familiar estate-related tax returns
Optional returns may reduce or eliminate your client’s taxes
- By: Michael Kulbak
- June 12, 2024 June 12, 2024
- 11:44
How AI will accelerate the energy transition
Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities
- By: John Cook
- May 15, 2024 May 15, 2024
- 16:00
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
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: 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