Widening the choices
Alternative investments can provide needed growth, but advisors need to look under the hood
- By: Fiona Collie
- October 15, 2018 November 9, 2019
- 00:26
Top Stories in In Depth
Settling up with the CRA
Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance
- By: Rudy Mezzetta
- October 15, 2018 November 9, 2019
- 00:25
Looking past the premiums
Permanent life insurance can be good value for wealthy clients who can afford the upfront costs
- By: Grant McIntyre
- October 15, 2018 November 9, 2019
- 00:24
Focus on planning
A tech-savvy advisor to HNW clients says the industry needs to change
- By: Leah Golob
- October 15, 2018 November 9, 2019
- 00:23
Tips from top HNW advisors
Be prepared for the worst — and focus on the client
- By: Dan Richards
- October 15, 2018 November 9, 2019
- 00:22
Little leeway for feds in next budget
Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:16
Handling passive-investment rules
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:15
Income splitting in the age of TOSI
Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:14
Changes coming for RDSPs?
Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders
- By: Fiona Collie
- October 12, 2018 November 9, 2019
- 00:13
Coming clean on foreign property
The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties
- By: Dwarka Lakhan
- October 12, 2018 November 9, 2019
- 00:12
Changes to VDP raise questions
The CRA revised its voluntary disclosure program, which may deter some taxpayers from coming forward. Applications to the program are down significantly since the changes…
- By: Fiona Collie
- October 12, 2018 November 9, 2019
- 00:11
Running a business through a TFSA?
The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…
- By: Dwarka Lakhan
- October 12, 2018 November 9, 2019
- 00:10
New trust rules coming
Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…
- By: donalee Moulton
- October 12, 2018 November 9, 2019
- 00:09
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