A yearend tax checklist
The close of the calendar year is a significant date for many tax-planning issues, such as charitable giving and RESPs. This list will help ensure…
- By: Olivia Li
- October 18, 2011 November 6, 2019
- 13:50
Top Stories in In Depth
Few tax breaks from the provinces
Most provinces are still labouring to reduce the deficits they ran up following the 2008 financial crisis and have little to offer taxpayers in the…
- By: Catherine Harris
- October 18, 2011 November 6, 2019
- 12:56
Industry weighs in on PRPPs, red tape
In their annual pre-budget submissions to the federal government, financial industry associations made suggestions about the proposed pooled registered pension plan scheme, streamlining financial regulations…
- By: Catherine Harris
- October 18, 2011 November 6, 2019
- 12:30
Budget 2011 focuses on individual tax credits
The politics of the most recent federal budget created a range of small credits, although greater complexity may result
- By: Catherine Harris
- October 18, 2011 November 6, 2019
- 12:22
Time is ripe for spousal loans
Historically low interest rates and slumping stock prices make this a good time to consider a spousal loan as an income-splitting strategy in situations in…
- By: Jade Hemeon
- October 18, 2011 November 6, 2019
- 12:07
Reporting foreign exchange
The institutions issuing tax slips often do the necessary conversions, but your clients may be left with the task
- By: Dwarka Lakhan
- October 18, 2011 November 6, 2019
- 11:52
Budget changes could hit IPPs
Two changes, intended to eliminate certain inconsistencies between the tax benefits of individual pension plans and other retirement vehicles, could make IPPs far less attractive
- By: Dwarka Lakhan
- October 18, 2011 November 6, 2019
- 11:33
Days numbered for current EPSPs?
The federal government is looking for ways to end what many tax experts say is inappropriate use of employee profit-sharing plans to avoid payroll deductions…
- By: Dwarka Lakhan
- October 18, 2011 November 6, 2019
- 11:21
Eldercare gets several supports
Federal assistance for the care of the elderly by their family members comes in many forms. Planning for it is essential
- By: Geoff Kirbyson
- October 18, 2011 November 6, 2019
- 10:49
A vital lifeline for the disabled
The relatively new RDSP still is not widely used, but families that employ this registered program to shelter savings from taxes can reap significant benefits…
- By: Geoff Kirbyson
- October 18, 2011 November 6, 2019
- 10:26
All the help they can get
When disability strikes, there is much emotion to deal with and many tasks to perform. Advisors can help families and disabled individuals in this difficult…
- By: Megan Harman
- October 18, 2011 November 6, 2019
- 10:19
Targeting TFSA overcontributions
For many Canadians, the tax-free savings account remains unfamiliar and not yet fully understood.
- By: Rudy Mezzetta
- October 18, 2011 November 6, 2019
- 10:13
CRA steps up oversight of the wealthy
As in many countries, the most experienced tax auditors are delving into the affairs of Canada’s richest taxpayers
- By: James Langton
- October 18, 2011 November 6, 2019
- 10:07
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