Federal Budget 2017 – Impacts for your clients
Keep on top of all the latest tax changes in this year's federal budget with noted tax expert Jamie Golombek.
- By: Jamie Golombek
- March 23, 2017 November 9, 2019
- 11:00
Top Stories in In Depth
Middle class remains the key focus for Ottawa
The federal government is putting significant efforts behind training Canadians for the jobs of the future
- By: Pablo Fuchs
- March 22, 2017 November 9, 2019
- 18:40
Some boutique tax credits to be eliminated
Budget 2017 puts the public transit tax credit, the deduction on employee home-relocation loans and others on the chopping block
- By: Megan Harman
- March 22, 2017 November 9, 2019
- 18:20
Budget 2017: Five boutique tax credits eliminated
Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on five boutique tax credits eliminated in the 2017 federal budget.
- By: Debbie Pearl-Weinberg
- March 22, 2017 November 9, 2019
- 17:40
Budget 2017: Changes to tax structures on private corporations
Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on 2017 federal budget changes to the tax structures on private corporations.…
- By: Debbie Pearl-Weinberg
- March 22, 2017 November 9, 2019
- 17:30
Feds to extend rules governing mutual fund mergers
The proposed rules will also apply to segregated funds
- By: Rudy Mezzetta
- March 22, 2017 November 9, 2019
- 17:20
Budget proposes clarification of “factual control”
The proposed amendments to the Income Tax Act aim to address the decision in a recent court case that may have limited the scope of…
- By: Rudy Mezzetta
- March 22, 2017 November 9, 2019
- 17:15
Budget targets tax treatment of derivatives
The government is proposing a rule targeting so-called “straddle” transactions, as well as allowing mark-to-market elections when derivatives are held on an income account
- By: Rudy Mezzetta
- March 22, 2017 November 9, 2019
- 17:10
Ottawa proposes to extend anti-avoidance rules to RESPs and RDSPs
The proposal would improve the consistency of the tax rules governing registered plans and won’t affect the vast majority of RESP and RDSP holders, the…
- By: Rudy Mezzetta
- March 22, 2017 November 9, 2019
- 17:05
Ottawa aims to step up fight against tax evasion, money laundering
The budget announced plans for a new national strategy to improve access to information for law enforcement about the people behind corporations and other legal…
- By: James Langton
- March 22, 2017 November 9, 2019
- 16:50
Feds to invest up to $400 million in “late-stage” venture capital
The new Venture Capital Catalyst Initiative could also generate as much as $1.5 billion in total new funding, depending on the extent of private sector…
- By: James Langton
- March 22, 2017 November 9, 2019
- 16:45
Budgetary deficits remain as expected
But while the national debt is expected to rise during the next few years, the debt/GDP ratio is expected to decline slightly during this time
- By: Catherine Harris
- March 22, 2017 November 9, 2019
- 16:40
Feds eliminate Canada Savings Bonds program
CSBs represents $5 billion of total federal market debt vs more than $50 billion during their height in the 1980s
- By: Pablo Fuchs
- March 22, 2017 November 9, 2019
- 16:35
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