Latest Special Reports

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Special Report on Retirement 2021

With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year's Special Report on Retirement provides insights on inflation-proofing portfolios, managing…

  • November 22, 2021
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Special Report on Taxes 2021

The re-election of a minority Liberal government creates tax-planning opportunities and challenges for clients during another tumultuous year.

  • October 31, 2021
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Tracking Ontario’s estate law reform

The Covid-19 pandemic accelerated the pace of change, with permanent virtual will witnessing just one of the reforms that could be enacted.

  • October 28, 2021
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Canada Votes 2021

Canada’s 44th election takes place on Sept. 20, and Investment Executive is exploring the issues that matter to financial advisors and their clients. Here is…

  • September 23, 2021
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Diving into the disability tax credit

In this series, Investment Executive examines the challenges and opportunities associated with the federal disability tax credit and related support programs for eligible Canadians.

  • September 19, 2021
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Budget 2021

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

  • April 21, 2021
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Focus on ESG

Sustainable mutual funds and ETFs have become more popular over the past decade. As the market grows, so does the importance of understanding the full…

  • April 18, 2021
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Special Report on Technology 2021

Staying on top of trends in technology is essential if you want to take your business to the next level.

  • February 21, 2021
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Outlook 2021

Looking ahead to the economic recovery, the outlook for equities and bonds, and innovations in insurance.

  • January 24, 2021
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Equities: a global view

How are the coronavirus, massive government stimulus and rock-bottom interest rates affecting stock markets around the world?

  • December 8, 2020
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Fall Economic Statement 2020

The federal Liberals are proposing $25 billion in new spending to help Canadian businesses and workers make it through a Covid-19 winter and vowing tens…

  • November 30, 2020
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Special Report on Retirement 2020

The pandemic may have thrown a wrench in your clients’ retirement plans, but we’ve got tips on how to guide your retired clients and pre-retirees…

  • November 1, 2020