With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…
There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…
Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets
Find out what research presented at the ETF Summit reveals
Experts describe how they use the funds
Bond investors are giving up a lot of yield by taking on government bonds to avoid the potential default in corporate bonds
In spite of their periodic ups and downs, emerging markets have trended higher over time, providing long-term investors with greater risk-adjusted returns than developed markets
Franklin Templeton Investments portfolio manager James Harper outlines his approach to value investing
Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging market increasingly attractive to investors
An active ETF invested in floating-rate corporate loans aims to mitigate interest rate risk while generating income.
Short-term interest rate tightening is likely to flatten the yield curve if not accompanied by expectations of higher future inflation
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…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
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…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds