The estate role you need to know about
Safeguard your client’s assets with an appointed monitor
- By: Michael Kulbak
- February 15, 2023 February 15, 2023
- 15:00
Top Stories in Insight
Columns
Hold leadership accountable for failures in ethics
Industry leaders create the culture that influences advisor behaviour
- By: Rod Burylo
- January 11, 2023 January 11, 2023
- 15:00
Adjusting to life after Goldilocks
Position your clients for the next economic cycle
- By: Lesley Marks
- December 14, 2022 December 14, 2022
- 16:00
Columns
Leverage an insurance policy’s negative ACB
A client scenario illustrates the tax advantages for business owners
- By: Steve Meldrum
- December 7, 2022 January 3, 2023
- 15:00
Help your clients get more invested in their retirements
The new retirement reality calls for a reconstructed strategy
- By: Ron Hanson
- November 2, 2022 November 2, 2022
- 15:00
Columns
Volatility affects all your client’s assets, including their business
A client scenario shows the importance of inquiring about assets you don’t administer
- By: Michael Kulbak
- October 25, 2022 October 25, 2022
- 15:00
Columns
Investors must remain steadfast amid volatility and rate hikes
Here’s how advisors can prepare portfolios
- By: Steve Locke
- October 21, 2022 October 21, 2022
- 15:00
Letter: Ontario’s title protection framework is long overdue
Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
- By: Huston Loke
- September 23, 2022 September 23, 2022
- 10:22
Letters to the Editor
Letter: Policy implementation shouldn’t be a partisan issue
Cited risks from collaboration with industry are unfounded, writes Paul Bourque
- By: Paul Bourque
- September 7, 2022 September 7, 2022
- 10:42
Reconsidering retirement as a value proposition
As clients evolve, so must advisory services
- By: Rod Burylo
- September 7, 2022 September 7, 2022
- 09:41
Tax slip error has significant fallout for client
Proactive collaboration is critical for resolution, client well-being
- By: Michael Kulbak
- September 1, 2022 September 1, 2022
- 15:00
Columns
Replacing Canada’s most important number
Opinion: Interest rate benchmark reform requires careful execution and strong collaboration
- By: Jack Rando
- August 9, 2022 August 9, 2022
- 09:25
Help your client navigate the new retirement reality
Advisors play an essential role in improving client confidence
- By: Ron Hanson
- July 22, 2022 July 22, 2022
- 14:35
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