Feds eliminate graduated rates on testamentary trusts
Proposed changes are largely in line with those the government proposed in a consultation paper it released in June 2013
- By: Rudy Mezzetta
- February 11, 2014 October 21, 2019
- 17:10
Top Stories in In Depth
Ottawa eliminates exemption on non-resident trusts
The feds are removing a widely promoted incentive program for wealthy immigrants, which will result in savings of $110 million over the next five fiscal…
- By: Rudy Mezzetta
- February 11, 2014 October 21, 2019
- 17:05
Employers to get some relief from source deduction burdens
Changes are geared to company size and level of withholdings
- By: Rudy Mezzetta
- February 11, 2014 October 21, 2019
- 17:05
The road to surplus
Flaherty predicts $2.9-billion deficit — or a balanced budget — this year
- By: Catherine Harris
- February 11, 2014 October 21, 2019
- 17:00
Enhanced financial protections for consumers coming
New safeguards include improved deposit insurance and additional protections for seniors
- By: James Langton
- February 11, 2014 October 21, 2019
- 16:55
Flaherty promises balanced budget in 2015
The feds are focused on keeping taxes low, closing loopholes and job creation, the latter of which is the government’s top priority
- By: Tracy LeMay
- February 11, 2014 October 21, 2019
- 16:50
Feds stand pat on national regulator
Although Ottawa warned that it would introduce legislation for a co-operative securities regulator, it has not included such a measure in this year’s budget
- By: James Langton
- February 11, 2014 October 21, 2019
- 16:45
Boosts for venture capital financing
An additional $40 million for incubators, and a revamp of the immigrant investor program
- By: James Langton
- February 11, 2014 October 21, 2019
- 16:45
Helping people with special needs
Proposed initiatives to help disabled find employment
- By: Fiona Collie
- February 11, 2014 October 21, 2019
- 16:35
Financial services regulations to be updated in several areas
Promises include more consultation, fostering of bank competition and relief for compliance burdens
- By: James Langton
- February 11, 2014 October 21, 2019
- 16:30
Budget 2014: Elimination of immigrant trusts
Jamie Golombek, managing director, tax and estate planning, CIBC Private Wealth Management, reports that Budget 2014 proposes an immediate end to the 60-month exemption on…
- By: Jamie Golombek
- February 11, 2014 October 21, 2019
- 16:25
Branding 4: Spreading the word
Share your message across all digital platforms
- By: Tessie Sanci
- February 10, 2014 November 16, 2019
- 12:41
Use the three pillars of insurance to boost sales
Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses how life insurance protects clients from three risks in life: living too long; dying too…
- By: Jim Ruta
- February 9, 2014 October 30, 2019
- 11:25
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 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 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