Tax checklist for clients, 2012
Even though the deadline for filing income taxes is months away, now is the time to look at ways to minimize taxes for your clients…
- By: Fiona Collie
- October 11, 2012 November 6, 2019
- 23:00
Top Stories in In Depth
Some TFSAs in auditors’ crosshairs
A small percentage of professional investors may be subject to significant tax penalties if they abuse their accounts in tax-avoidance schemes. Most clients, according to…
- By: Dwarka Lakhan
- October 11, 2012 November 6, 2019
- 23:00
Most provinces stay the course
Tax increases are minimal and some provinces have even managed to provide tax breaks
- By: Catherine Harris
- October 11, 2012 November 6, 2019
- 23:00
The feds try to balance the books
This year's deficit-fighting federal budget delays public pension eligibility and closes various tax loopholes to help get public spending under control. But there were some…
- By: Catherine Harris
- October 11, 2012 November 6, 2019
- 23:00
Promoting saving and investment
The pre-budget submissions from groups in the financial services industry argue for more incentives aimed at promoting saving and wealth generation, especially in investment vehicles…
- By: Catherine Harris
- October 11, 2012 November 6, 2019
- 23:00
Using personal holding companies
These structures may have fewer tax advantages than they did in the past, but they can still be useful to shelter wealth
- By: Jade Hemeon
- October 11, 2012 November 6, 2019
- 23:00
The game is changing for life policies
The federal budget announced changes in the benchmark test for tax-free investments, which may create opportunities for insurance advisors and their clients looking for ways…
- By: Dwarka Lakhan
- October 11, 2012 November 6, 2019
- 23:00
Non-profits under scrutiny
The Canada Revenue Agency is in the third and final year of a review of non-profit organizations to "measure tax at risk" in the sector.…
- By: Clare O’Hara
- October 11, 2012 November 6, 2019
- 23:00
Increasing the incentive to save
Jack Mintz, Director and Palmer Chair of the School of Public Policy at the University of Calgary, discusses household wealth, indebtedness and Canadians’ ability to…
- By: Jack Mintz
- October 11, 2012 December 15, 2017
- 14:20
Transparent fee model raises revenues
In segment 6 of The Advisors' Study, Daryl Diamond, Author, Educator, Retirement Income Specialist, explains how Diamond Planning Retirement Ltd. uses a fully transparent fee…
- By: Jim Ruta, Daryl Diamond
- October 11, 2012 October 30, 2019
- 06:00
Advice and the success of the Canadian fund industry
Glen Gowland, incoming chairman of the Investment Funds Institute of Canada, discusses key themes from the 2012 IFIC annual leadership conference in Toronto.
- By: Glen Gowland
- October 9, 2012 December 15, 2017
- 14:30
Do your clients really know their retirement goals?
Do your clients really know their retirement goals?Jerry Brown, senior retirement & financial planner, Assante Financial Management Ltd., builds his business around retirement life Pplanning. People may…
- By: Dan Richards, Jerry Brown
- October 8, 2012 October 30, 2019
- 14:00
Modi on meeting IIROC guidelines on social media
Silu Modi, VP, digital marketing, Macquarie Private Wealth, explains how to design a leading-edge social media program that successfully addresses IIROC compliance guidelines. He discusses…
- By: Silu Modi
- October 5, 2012 December 15, 2017
- 09:00
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 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