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  1. Rudy Mezzetta
    Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
  2. Mezzetta Rudy
    The Income Tax Act recognizes four charitable purposes
  3. Rudy Mezzetta
    Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
  4. Rudy Mezzetta
    When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
  5. Rudy Mezzetta
    A web-exclusive series on charitable giving
  6. Alan Husdal
    Michèle Bourque, president and CEO, provides an overview of the CDIC deposit insurance program
  7. Rick Annaert
    Longer lives and lower interest rates are creating new challenges for advisors and their clients, and require careful financial planning
  8. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning at CIBC Wealth Advisory Services, reviews some of his major yearend tax planning tips.
  9. IE Staff
    A special feature from the Mid-November 2014 issue of Investment Executive, plus two web-exclusive articles and a video.
  10. Jade Hemeon
    Peter Drake, senior vice president of retirement and economic research at Fidelity Investments Canada, discusses the changing face of retirement and how longer lives and lower interest rates are creating challenges for investors.