Strengthening oversight and accountability of the life insurance sector
New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents
- By: Huston Loke
- November 14, 2023 November 14, 2023
- 15:00
Top Stories in Insight
Elevated inflation risk requires portfolio modifications
Here are six ways to manage the challenge
- By: Michael Nairne
- November 1, 2023 November 1, 2023
- 15:00
Help clients get value from tax prep services
Amid automatic tax filing, a proactive approach is required
- By: Michael Kulbak
- August 23, 2023 August 23, 2023
- 15:00
Rate hikes may soon end, but caution still warranted
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
- By: Steve Locke
- August 21, 2023 August 21, 2023
- 15:00
Alternative investments are rewriting the rules of risk management
Consider these three implications for client portfolios
- By: Michael Nairne
- July 13, 2023 July 13, 2023
- 15:00
What if stock and bond correlations are here to stay?
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
- By: Robert Wilson
- July 5, 2023 October 7, 2024
- 15:00
New retirement realities call for new portfolio strategies
Reconstruction should focus on client needs, risk mitigation
- By: Luc Lafleur
- June 20, 2023 June 19, 2023
- 06:00
Shift your paradigm to after-tax portfolio management
Implement these five steps to better serve affluent clients
- By: Michael Nairne
- June 7, 2023 June 7, 2023
- 15:00
Investors can remain confident despite new-age banking crisis
Reassure clients to keep them focused on their long-term objectives
- By: Lesley Marks
- May 1, 2023 May 1, 2023
- 15:12
The prudent investor rule unpacked
Help clients consider an investment policy statement in their wills
- By: Michael Kulbak
- April 12, 2023 April 12, 2023
- 15:00
Investing as monetary policy tightens
Help clients ride out the storm with well-structured portfolios
- By: Steve Locke
- April 5, 2023 April 5, 2023
- 15:00
Help clients navigate retirement uncertainty
Leverage these tips to address planning and income needs
- By: Ron Hanson
- March 14, 2023 March 14, 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
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