Rules tightened on employee profit sharing plans
Proposed change intended to close loophole exploited by some employers
- By: Rudy Mezzetta
- March 29, 2012 March 29, 2012
- 15:00
Top Stories in In Depth
Government to close loopholes on RCAs
Some retirement compensation arrangements have been used for unintended tax benefits
- By: Rudy Mezzetta
- March 29, 2012 March 29, 2012
- 15:00
Retirement plans could alter for many, with changes to OAS and GIS
The new time lines will be phased in over several years, giving advisors and clients time to adjust. There are also additional options for those…
- By: Megan Harman
- March 29, 2012 March 29, 2012
- 15:00
Feds target public sector employees
Job cuts, reduced travel, lower compensation and pension reform are expected to generate annual savings of $5.2 billion
- By: James Langton
- March 29, 2012 March 29, 2012
- 15:00
“Modest” cuts the highlight of federal budget
The feds are also moving forward with a plan to increase the age of eligibility for OAS and GIS to 67 by 2023
- By: Tracy LeMay
- March 29, 2012 March 29, 2012
- 15:00
Ottawa stands pat on national regulator, OBSI
But the feds are taking a few steps to improve access to capital for financial services firms
- By: James Langton
- March 29, 2012 March 29, 2012
- 15:00
Changes to employment insurance to assist small business
Continued relief for small businesses that hire and limits to increases in EI premiums, are aimed at boosting employment
- By: James Langton
- March 29, 2012 March 29, 2012
- 15:00
Budget documents and speech
Dept. of Finance publications
- By: IE Staff
- March 29, 2012 March 29, 2012
- 13:50
Wildman: Take time to connect with the client
Libby Wildman, owner, Wildman & Associates Wealth Management, says there’s a huge opportunity in the insurance business right now because the average age of an…
- By: Jim Ruta, Libby Wildman
- March 28, 2012 October 30, 2019
- 06:00
Three skill sets for successful new advisors
Terry McCullough, professor and coordinator of financial services programs at George Brown College in Toronto, describes the three “must have” skill sets that young advisors…
- By: Terry McCullough
- March 27, 2012 December 15, 2017
- 05:00
Six partners use team approach to serve clients better
Christopher Annett, partner and vice president, business development for Century Group Financial Solutions Inc. in Waterloo, Ont. describes how the firm’s six partners use their…
- By: Dan Richards, Christopher Annett
- March 26, 2012 October 30, 2019
- 06:10
Define your client niche to achieve success
Libby Wildman, owner, Wildman & Associates Wealth Management, says that to be a top insurance performer you must be strategic about targeting the specific qualities…
- By: Jim Ruta, Libby Wildman
- March 22, 2012 October 30, 2019
- 07:00
Five tips for rookies
Successful advisors recommend narrowing your focus, building a brand
- By: Megan Harman
- March 22, 2012 March 22, 2012
- 06:30
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