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
Top Stories in In Depth
New measures target financial services sector stability
The federal government will propose legislation to formally designate the CDIC as the resolution authority for banks and to reinforce OSFI’s authority
- By: James Langton
- March 22, 2017 November 9, 2019
- 16:25
Feds clarify, expand notable tax credits
Budget 2017 proposes to replace the three existing caregiver credits with a single, new, non-refundable Canada caregiver credit to make the system less complex
- By: Megan Harman
- March 22, 2017 November 9, 2019
- 16:20
Professionals will no longer be able to use billed-based accounting
Doctors, accountants, lawyers and others will now be required to include the value of work in progress when filing their income taxes
- By: Rudy Mezzetta
- March 22, 2017 November 9, 2019
- 16:15
Ottawa targeting life insurers’ tax practices
The federal budget proposes new rules to ensure that Canadian life insurers are paying the appropriate taxes in Canada and not shifting their income to…
- By: Megan Harman
- March 22, 2017 November 9, 2019
- 16:10
Budget 2017: Changes to RESPs and RDSPs
Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, explains changes to tax and investment strategies allowed in RESPs and RDSPs. Weinberg…
- By: Debbie Pearl-Weinberg
- March 22, 2017 November 9, 2019
- 16:00
Spending initiatives are constrained in Budget 2017
The budget includes plans to spend $9.2 billion over the next five years on health care, indigenous peoples, veterans, safety and security and international measures
- By: Catherine Harris
- March 22, 2017 November 9, 2019
- 15:45
Cash strapped federal budget likely more policy document than spending plan
The budget comes at a time when Ottawa has very little room to introduce new spending
- By: Joanna Smith
- March 22, 2017 November 9, 2019
- 06:30
Three things advisors need to know to survive an audit
Ellen Bessner and Dan Richards discuss how advisors should respond when they are audited by a regulator (Part 8 of 8)
- By: Dan Richards, Ellen Bessner
- March 20, 2017 November 9, 2019
- 06:00
Expert Committee’s final report recommends new rules for advisors, financial planners
The report makes several recommendations dealing with titles and credentials that are likely to have a significant impact on many in the investment industry
- By: Patricia Chisholm
- March 17, 2017 November 9, 2019
- 14:30
How to handle client complaints
Ellen Bessner and Dan Richards discuss the steps you need to take right away if a client makes a complaint that may involve a lawsuit…
- By: Dan Richards, Ellen Bessner
- March 12, 2017 November 9, 2019
- 10:00
Regulatory changes that endanger your licences
Ellen Bessner and Dan Richards explain that an issue with one regulator is increasingly requiring advisors to respond to several regulatory bodies (Part 6 of…
- By: Dan Richards, Ellen Bessner
- March 3, 2017 November 9, 2019
- 16:00
Advisors: Get to know your newcomers
Many recent immigrants have preferences for certain goals, such as education and a home. And while they can quickly become major clients, they also vet…
- By: Tessie Sanci
- March 1, 2017 November 9, 2019
- 00:50
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