Latest Special Reports

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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
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Budget 2022

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

  • August 9, 2022
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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
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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