Acrimonious litigation
Several recent court cases suggest that the CRA is becoming much more aggressive and that the judicial system is stepping in to play a bigger…
- By: Patricia Chisholm
- October 14, 2013 November 6, 2019
- 23:00
Top Stories in In Depth
Yearend tax tips for your clients
Be sure to make your clients aware of the key tax-saving opportunities available to them. Point out the attractive tax measures that are new this…
- By: Clare O’Hara
- October 14, 2013 November 6, 2019
- 23:00
Feds release rules ending 10/8s
With these life insurance-backed, tax-friendly investing structures no longer permitted, clients need help with next steps
- By: Megan Harman
- October 14, 2013 November 6, 2019
- 23:00
Most provinces limit tax increases
Three provinces - British Columbia, Quebec and Nova Scotia - raised personal income tax rates for high-income individuals, while New Brunswick raised personal income tax…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
Higher taxes on estates likely
Income taxes on estates and other testamentary trusts are likely to rise, creating situations that many clients may not have expected. But tax planning opportunities…
- By: Rudy Mezzetta
- October 14, 2013 November 6, 2019
- 23:00
Feds focus on tax strategies
The federal government's most recent budget aims to eliminate the tax advantages of 10/8s and leveraged insurance contracts, as well as tax-efficient mutual funds that…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
Expatriation: Breaking up can be hard
An increasing number of Americans living abroad, including those living in Canada, are choosing to give up their U.S. citizenship in order to escape the…
- By: Rudy Mezzetta
- October 14, 2013 November 6, 2019
- 23:00
Advocacy groups target retirement
In this year's pre-budget submissions by members of the financial services industry, much of the focus is on group RRSPs and saving for long-term health-care…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
Income conversion gets more time
Fund unitholders will get more time to wind up special contracts that convert investment income to capital gains
- By: Jade Hemeon
- October 14, 2013 November 6, 2019
- 23:00
Prescribed-rate loans still useful
Interest on these loans, often used by affluent families to split income, recently doubled, although it remains low compared with most rates. These loans may…
- By: Dwarka Lakhan
- October 14, 2013 November 6, 2019
- 23:00
Dividends or salary for small-biz owners?
Changes announced in the spring budget mean the tax gap between dividends and wages for small businesses will narrow
- By: Dwarka Lakhan
- October 14, 2013 November 6, 2019
- 23:00
New charitable tax credit not so “super”
Tax specialists say the effort to encourage new donors will have limited application for most clients. The new "supercredit" applies only to those who have…
- By: Fiona Collie
- October 14, 2013 November 6, 2019
- 23:00
Your American clients and the IRS
The long arm of U.S. tax law will hit next summer when FATCA, the U.S. legislation that targets Americans with money in accounts held outside…
- By: Rudy Mezzetta
- October 14, 2013 November 6, 2019
- 23:00
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
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
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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
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
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