Changes coming to passive investment rules?
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
- By: Kevin Wark
- October 13, 2017 November 9, 2019
- 13:55
Top Stories in In Depth
Gearing up for yearend
There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…
- By: Jim Middlemiss
- October 13, 2017 November 9, 2019
- 12:01
U.S. tax reforms and your clients
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially…
- By: Dwarka Lakhan
- October 13, 2017 November 9, 2019
- 00:50
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
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
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