Observing the limits of your tax expertise
The complexities of tax law mean that advisors must step carefully in this area or risk liability. Consider having a network of experts in place…
- By: Geoff Kirbyson
- October 11, 2012 November 6, 2019
- 23:00
Top Stories in In Depth
Client confusion persists
Many holders of TFSAs get caught overcontributing because they don't understand the rules. More education by financial advisors, institutions and the CRA is needed
- By: Geoff Kirbyson
- October 11, 2012 November 6, 2019
- 23:00
Taxation: The hunt for cash
Tough balancing act for governments looking for revenue
- By: Rudy Mezzetta
- October 11, 2012 October 19, 2019
- 23:00
Watch out for residence of trusts
Following a series of recent, significant judgments, it has become crucial to know where your clients' trusts are actually managed. Failure to stay on top…
- By: Jim Middlemiss
- October 11, 2012 November 6, 2019
- 23:00
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
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
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