CLHIA welcomes budget opportunities
Association reviewing tax policy changes to annuities, loan arrangements
- By: Megan Harman
- March 22, 2013 March 22, 2013
- 10:00
Top Stories in In Depth
Crackdown on conversion contracts
The 2013 federal budget appears to be cracking down on conversion contracts, which convert what would otherwise be considered income into capital gains. Jamie Golombek,…
- By: Jamie Golombek
- March 21, 2013 January 21, 2018
- 17:50
Key changes for 10-8s and leveraged annuities
Tax benefits from leveraged life insurance arrangements to be reduced
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 17:25
Budget measures likely to prevent special contracts that convert interest to capital gains
Changes will effect mutual funds that use these contracts to increase yields
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 17:20
Not too big to fail
Budget takes steps to secure banking system
- By: James Langton
- March 21, 2013 March 21, 2013
- 17:00
Change to the dividend tax credit proposed
The feds want to ensure the corporate and personal tax systems are more fully integrated
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 16:50
Cracking down on international tax cheats
Federal budget proposes a program that rewards whistleblowers
- By: James Langton
- March 21, 2013 March 21, 2013
- 16:45
Key changes coming in reporting of foreign property
Changes will extend time for reassessment and form T1135
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 16:40
IIAC applauds budget for improving competitiveness
Public finances “firmly under control”, association says
- By: IE Staff
- March 21, 2013 March 21, 2013
- 16:15
Temporary charity tax credit introduced
Program would provide an additional 25% tax credit on a first-time charitable donation
- By: Fiona Collie
- March 21, 2013 March 21, 2013
- 16:00
Little clarity on national regulator
Government hopes to reach agreement with provinces, but remains vague on details
- By: James Langton
- March 21, 2013 March 21, 2013
- 15:55
Ottawa urges provinces on allowing access to RDSPs
Provincial legislation is still needed from some major provinces to allow RDSPs to be opened under a temporary measure
- By: Fiona Collie
- March 21, 2013 March 21, 2013
- 15:50
Dividend tax credit change for small business
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management discusses budget 2013 the dividend tax credit rates that will impact…
- By: Jamie Golombek
- March 21, 2013 January 21, 2018
- 15:50
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