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
Top Stories in In Depth
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
Most provinces standing pat
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…
- By: Catherine Harris
- October 12, 2018 November 9, 2019
- 00:08
Key yearend tax tips
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…
- By: Curtis Panke
- October 12, 2018 November 9, 2019
- 00:07
Balancing risk in a time of flat yield curves
Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk
- By: Andrew Allentuck
- October 10, 2018 November 9, 2019
- 09:30
Offering advisor alpha to clients
If you’ve shifted to passive investing, here are ideas to create advisory value for clients
- By: Michelle Schriver
- October 9, 2018 November 9, 2019
- 14:00
Attractive opportunities for income-focused investors
Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets
- By: Dwarka Lakhan
- October 9, 2018 November 9, 2019
- 09:00
How ETF investors are unique — and why it matters to advisors
Find out what research presented at the ETF Summit reveals
- By: Michelle Schriver
- October 4, 2018 November 9, 2019
- 13:45
How ETFs fit into a hybrid advice model
Experts describe how they use the funds
- By: Mark Burgess
- October 3, 2018 November 9, 2019
- 15:45
What is safety worth to fixed-income investors?
Bond investors are giving up a lot of yield by taking on government bonds to avoid the potential default in corporate bonds
- By: Andrew Allentuck
- October 3, 2018 November 9, 2019
- 08:45
Higher returns over the long haul
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
- By: Dwarka Lakhan
- October 2, 2018 May 31, 2023
- 10:00
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 10, 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