New trust rules coming
Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…
- By: donalee Moulton
- October 12, 2018 November 9, 2019
- 00:09
Latest news in Special Reports
Most provinces standing pat
With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…
- By: Catherine Harris
- October 12, 2018 November 9, 2019
- 00:08
Key yearend tax tips
There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…
- By: Curtis Panke
- October 12, 2018 November 9, 2019
- 00:07
Balancing risk in a time of flat yield curves
Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk
- By: Andrew Allentuck
- October 10, 2018 November 9, 2019
- 09:30
Offering advisor alpha to clients
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
- By: Michelle Schriver
- October 9, 2018 November 9, 2019
- 14:00
Attractive opportunities for income-focused investors
Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets
- By: Dwarka Lakhan
- October 9, 2018 November 9, 2019
- 09:00
How ETF investors are unique — and why it matters to advisors
Find out what research presented at the ETF Summit reveals
- By: Michelle Schriver
- October 4, 2018 November 9, 2019
- 13:45
How ETFs fit into a hybrid advice model
Experts describe how they use the funds
- By: Mark Burgess
- October 3, 2018 November 9, 2019
- 15:45
What is safety worth to fixed-income investors?
Bond investors are giving up a lot of yield by taking on government bonds to avoid the potential default in corporate bonds
- By: Andrew Allentuck
- October 3, 2018 November 9, 2019
- 08:45
Higher returns over the long haul
In spite of their periodic ups and downs, emerging markets have trended higher over time, providing long-term investors with greater risk-adjusted returns than developed markets
- By: Dwarka Lakhan
- October 2, 2018 May 31, 2023
- 10:00
Emerging markets offer diverse opportunities
Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging market increasingly attractive to investors
- By: Dwarka Lakhan
- September 25, 2018 November 9, 2019
- 10:05
Central banks’ interest rate increases carry great risk
Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation
- By: Andrew Allentuck
- September 19, 2018 November 9, 2019
- 06:00
Small biz tax changes: where we are now
The federal government’s final proposals received royal assent on June 21
- By: Rudy Mezzetta
- July 18, 2018 November 9, 2019
- 05:00
ETF Summit agenda
This event is now available for complimentary viewing across Canada via our Virtual Conference
ETF Summit speaker biographies
This event is now available for complimentary viewing across Canada via our Virtual Conference
Women fear outliving their savings
Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors
- By: Rudy Mezzetta
- April 27, 2018 November 9, 2019
- 00:25
Clients care little about funds’ brands
Research found that advisors are far more likely to choose proprietary investment funds for their clients
- By: Rudy Mezzetta
- March 1, 2018 November 9, 2019
- 00:17
Federal Budget 2018
Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.
- By: Jamie Golombek
Industry has mixed reaction to Budget 2018
Feds fall short of promoting sustained growth: IIAC
- By: James Langton
- February 28, 2018 November 9, 2019
- 13:30
Highlights from Budget 2018
Changes to income sprinkling, passive investment income and the small business tax rate
- By: The Canadian Press
- February 27, 2018 November 9, 2019
- 18:30
Ottawa backtracks on key tax measures for small business
The government’s proposal limits access to the lower small-business rate rather than taxing passive income above $50,000 at potentially punitive tax rates
- By: Rudy Mezzetta
- February 27, 2018 November 9, 2019
- 17:42
Gender equality at the heart of Budget 2018
The federal government intends to implement several measures to increase gender diversity, which “leads to more growth,” said Finance Minister Bill Morneau
- By: Pablo Fuchs
- February 27, 2018 November 9, 2019
- 17:41
The government proposes to strengthen the FCAC
Feds also aim to modernize the deposit insurance system and implement a framework for resolving systemically important financial market infrastructure firms
- By: James Langton
- February 27, 2018 November 9, 2019
- 17:40
Parental sharing benefit key part of gender equality-focused budget
The new “use-it-or-lose-it” benefit would increase the duration of EI parental leave by up to five weeks for parents
- By: Megan Harman
- February 27, 2018 November 9, 2019
- 17:38
Feds to crack down further on tax avoidance
The government will be investing money to improve the fairness and integrity of the tax system as well as introduce new rules
- By: Pablo Fuchs
- February 27, 2018 November 9, 2019
- 17:37