Feds may adopt a financial consumer code
Ottawa to determine whether a comprehensive guide or principles are needed
- By: Fiona Collie
- March 21, 2013 March 21, 2013
- 15:45
Top Stories in In Depth
New measures to help boost venture capital
There will be another $60 million for incubators, but gradual elimination of the tax credit for labour-sponsored venture capital corporations
- By: James Langton
- March 21, 2013 March 21, 2013
- 15:40
Good news for small business owners
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management discusses breaking good news for small business owners in the 2013…
- By: Jamie Golombek
- March 21, 2013 January 21, 2018
- 15:35
Spending remains a challenge for feds
New expenditures include a focus on certain key sectors
- By: Catherine Harris
- March 21, 2013 March 21, 2013
- 15:35
New tax rates on charitable giving
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management discusses breaking news about tax rates for charitable giving in the…
- By: Jamie Golombek
- March 21, 2013 January 21, 2018
- 15:30
Budget surplus not expected until 2016
Lower than expected growth may mean that this target will be hard to hit
- By: Catherine Harris
- March 21, 2013 March 21, 2013
- 15:30
Tax shelters under tighter scrutiny
Feds could demand 50% of disputed amounts
- By: James Langton
- March 21, 2013 March 21, 2013
- 15:25
Lifetime capital gains exemption limit to increase
The government is proposing to raise the limit for small businesses by $50,000
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 15:20
Flaherty delivers stingy budget
This year’s federal budget contains the smallest increase in discretionary spending in 20 years
- By: Tracy LeMay
- March 21, 2013 March 21, 2013
- 15:15
Budget 2013 documents and speech
Dept. of Finance publications
- By: IE Staff
- March 21, 2013 March 21, 2013
- 14:35
Can I just sell life insurance?
In part 10, Jim Ruta answers the question: Can I just sell life insurance products, or do I have to be a full financial planner?…
- By: Jim Ruta, Paula Virany
- March 20, 2013 October 30, 2019
- 05:00
Make the most of your client feedback
Improve relationships with clients and COIs
- By: Brent Jolly
- March 19, 2013 October 30, 2019
- 10:00
Get better client feedback
The quality of the data you gather depends on the questions you ask
- By: Brent Jolly
- March 18, 2013 October 30, 2019
- 10:45
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