Proposed increase to capital gains tax requires action
Here are seven steps for advisors
- By: Michael Nairne
- May 8, 2024 May 9, 2024
- 15:22
Top Stories in Insight
Editorials
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
Columns
Central banks walking a tightrope
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
- By: Steve Locke
- March 28, 2024 March 28, 2024
- 15:00
Columns
Unlocking tax alpha in client portfolios
These five strategies enhance tax efficiency in non-registered accounts
- By: Robert Wilson
- March 20, 2024 March 20, 2024
- 15:00
How your clients can benefit from the transition in private equity
The time is ripe for investors to add these funds to their portfolios
- By: Allan Seychuk
- March 6, 2024 March 6, 2024
- 16:15
Balance your client’s inheritances with hotchpot and release clauses
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
- By: Michael Kulbak
- February 28, 2024 February 28, 2024
- 15:00
Building a better Canadian equities portfolio
Market changes and research support a momentum strategy
- By: Michael Nairne
- January 31, 2024 January 31, 2024
- 16:00
Letters to the Editor
Letter: Misleading sales pitches impede investor decisions
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
- By: John De Goey
- January 29, 2024 January 29, 2024
- 10:02
Columns
Don’t forget about RESPs when planning for your client’s estate
Advisors can help clients avoid potential complications
- By: R. Paul Thorne
- January 10, 2024 January 10, 2024
- 15:48
Amid slower growth, investors can seize these opportunities in 2024
Drive returns for clients with fixed income, the energy transition and innovative companies
- By: Lesley Marks
- December 13, 2023 December 13, 2023
- 10:00
Columns
Make more for your client by losing less
Defensively constructed portfolios can outperform in the long run
- By: Robert Wilson
- December 13, 2023 December 12, 2023
- 10:00
Columns
Planning for cash flow after death
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
- By: Michael Kulbak
- December 8, 2023 December 8, 2023
- 15:35
Strategies to protect clients’ retirement income
Advisors can help reduce inflation’s impact
- By: Luc Lafleur
- November 27, 2023 November 23, 2023
- 15:00
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
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
Pharmacare a promise Trudeau might come to regret
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
- By: Gord McIntosh
- June 16, 2021 August 17, 2021
- 17:22
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