The voice of experience
Daryl Charanduk shares tips that keep clients and regulators satisfied
- By: Jade Hemeon
- October 14, 2014 November 7, 2019
- 23:00
Top Stories in In Depth
Rethinking testamentary trusts
The federal government is curbing the use of testamentary trusts as tax-saving vehicles for affluent families. However, there still are many uses for these trusts.…
- By: Jim Middlemiss
- October 14, 2014 November 6, 2019
- 23:00
Avoiding penalties
Those who fail to comply with CRM2 could face discipline
- By: Jim Middlemiss
- October 14, 2014 November 7, 2019
- 23:00
Tax credits for kids
There are various federal tax credits and deductions available for clients who are raising families
- By: Fiona Collie
- October 14, 2014 November 6, 2019
- 23:00
Is CRM3 on the horizon?
With many financial products not subject to CRM2, some experts say the new rules may be extended
- By: Megan Harman
- October 14, 2014 November 7, 2019
- 23:00
CRA clarifies rules on settlements
The tax treatment of a settlement involving investment losses depends on whether the payment replaces ordinary income, covers personal injury or is considered a windfall
- By: Jim Middlemiss
- October 14, 2014 July 17, 2020
- 23:00
Connecting the regulatory dots
Sort out the difference between Fund Facts and CRM2
- By: Jim Middlemiss
- October 14, 2014 November 7, 2019
- 23:00
Provinces hold back on tax increases
Although half of the provinces in Canada made no changes to their taxation regimes, the other half took a different approach by either increasing or…
- By: Catherine Harris
- October 14, 2014 November 6, 2019
- 23:00
Getting in shape
Everyone, from client-facing advisors to ceos, needs to get the necessary training to be ready for CRM2
- By: Dwarka Lakhan
- October 14, 2014 November 7, 2019
- 23:00
The global hunt for taxes
After the U.S. started an aggressive campaign to corner its offshore tax cheats, many other nations followed suit. Now, there are fewer and fewer safe…
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Minding the gap
Organizational change isn't easy. But CRM2, in particular, requires an approach that is seamless
- By: Dwarka Lakhan
- October 14, 2014 November 7, 2019
- 23:00
Check medical expenses closely
The list of costs your clients can claim can change from year to year - and vary among provinces. Clients who test the limits with…
- By: Fiona Collie
- October 14, 2014 November 6, 2019
- 23:00
Using tech to tame CRM2
The new rules require a lot of number crunching and record-keeping. A variety of digital tools are now available
- By: Ann MacAulay
- October 14, 2014 November 7, 2019
- 23:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 February 24, 2026
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02