Taking control of paperwork
The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…
- By: Danny Bradbury
- October 13, 2017 November 9, 2019
- 00:50
Top Stories in In Depth
Beware of pitfalls when selling homes
New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for…
- By: Jim Middlemiss
- October 13, 2017 November 9, 2019
- 00:50
Audits on large TFSAs ramped up
Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should…
- By: Rudy Mezzetta
- October 13, 2017 November 9, 2019
- 00:50
Improvements looming at CRA
After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists…
- By: Dwarka Lakhan
- October 13, 2017 November 9, 2019
- 00:50
CRA may tighten key program
Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program…
- By: donalee Moulton
- October 13, 2017 November 9, 2019
- 00:50
Tax changes could affect insurance
The CRA's proposed amendments to the way corporations are taxed could have an impact on insurance sales and the use of insurance in corporate planning…
- By: Megan Harman
- October 13, 2017 November 9, 2019
- 00:50
Clamping down on income splitting
The Liberals' recent proposed tax changes for private corporations are part of a larger effort by the feds to eliminate opportunities for wealthier Canadians to…
- By: Rudy Mezzetta
- October 13, 2017 November 9, 2019
- 00:50
Slideshow: Gauging advisors’ relative productivity
Although productivity is becoming more critical, there are signs that the best-paid sales forces aren’t necessarily the most productive
- By: James Langton
- October 12, 2017 November 9, 2019
- 09:30
Advisors must embrace changing technology
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…
- By: Grant McIntyre
- October 11, 2017 November 9, 2019
- 14:00
Breaking down Ottawa’s proposed tax changes
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
- By: Kevin Wark
- October 9, 2017 November 9, 2019
- 18:00
Shareholder activism on the upswing: report
Shareholders are increasingly pushing back on excessive executive compensation
- By: James Langton
- September 28, 2017 November 9, 2019
- 11:40
Tackling longevity risk
Insurance products such as annuities can provide valuable peace of mind for retirees, but there are drawbacks to consider
- By: Jade Hemeon
- September 27, 2017 November 9, 2019
- 11:59
An alternative approach to minimizing risk
Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios
- By: Jade Hemeon
- September 26, 2017 November 9, 2019
- 17:20
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
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 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
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