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Latest Special Reports

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The Bridging Finance case

Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.

  • July 18, 2023
House of Commons in Ottawa

Budget 2023

Everything you need to know about this year’s federal budget

  • June 23, 2023
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Running an advisor team

Many successful financial advisors find that running a team is one of the most difficult parts of their role. This special report includes tips for…

  • June 9, 2023

Insurance Guide 2023

In this year’s Insurance Guide, we explain the sudden spike in demand for annuities, incidental sales rules and the looming ban on deferred sales charge…

  • May 7, 2023
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Focus on ESG 2023

New rules and the changing market environment for ESG products

  • April 10, 2023

Special Report on Taxes 2023

This year’s special report examines several tax challenges facing financial advisors, such as what to do with TFSAs before moving outside Canada, higher interest rates…

  • March 12, 2023
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Special Report on Technology 2023

From digital estate plans to social media to investment trends, here's what you need to know about tech in 2023

  • February 12, 2023
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Special Report on Retirement 2022

As inflation continues to affect retirees' portfolios, you'll need a strategy for maximizing retirement income. This Special Report on Retirement helps you plan for adjustments…

  • November 20, 2022
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Special Report on Taxes 2022

This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into…

  • October 30, 2022
Parliament Hill in Ottawa - Ontario, Canada

Budget 2022

Everything you need to know about this year’s federal budget

  • August 9, 2022
African businessman holding letter reading bad bank news about debt

Debt in a time of rising rates

In June, the Bank of Canada raised rates for the second time this year, putting the benchmark interest rate at 1.5%. How will rising rates…

  • June 17, 2022

Insurance Guide 2022

In this year’s Insurance Guide, we explain how to sell critical illness insurance to corporations, how the ban on the sale of deferred sales charge…

  • June 12, 2022