Audit process generates mixed views
There are conflicting opinions about regulators' auditors and the approach they take during the auditing process
- By: Ahmad Hathout
- March 27, 2016 November 11, 2019
- 23:00
Top Stories in In Depth
Regulators’ responses getting better?
Although regulators usually provide quick responses to registrants, the replies are too cautious in the content they provide
- By: Fiona Collie
- March 27, 2016 November 11, 2019
- 23:00
Regulators’ approach needs improving
COs and company executives indicated that regulators could take steps to make their policies clearer and more flexible
- By: Megan Harman
- March 27, 2016 November 11, 2019
- 23:00
Costs of regulatory burden take their toll
Fewer resources or smaller compliance departments are making the regulatory burden more onerous for smaller firms
- By: Ahmad Hathout
- March 27, 2016 November 11, 2019
- 23:00
Budget 2016: Personal tax changes
Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, discusses the main changes to personal taxes. He spoke from the budget lock-up in…
- By: Jamie Golombek
- March 23, 2016 November 9, 2019
- 06:00
Ottawa aims to make post-secondary education more affordable
This year’s budget proposes several changes to student loan and student grant programs
- By: Tessie Sanci
- March 22, 2016 November 9, 2019
- 17:00
Feds to invest in boosting the middle class
Ottawa aims to spend on infrastructure and expanding the innovation economy
- By: Pablo Fuchs
- March 22, 2016 November 9, 2019
- 16:55
Feds target life insurance tax loopholes for HNW clients
Budget 2016 proposes changes to ensure the capital dividend account rules for private corporations, and the adjusted cost base rules for partnership interests, apply as…
- By: Megan Harman
- March 22, 2016 November 9, 2019
- 16:50
Feds to allow incorporated professionals continued access to small business tax rate
However, the small business tax rate will remain at 10.5% in 2017, but not drop to 10% as the previous Conservatives had promised
- By: Tessie Sanci
- March 22, 2016 November 9, 2019
- 16:45
Feds to end tax-planning opportunity associated with linked notes
Feds to end tax-planning opportunity associated with linked notes
- By: Rudy Mezzetta
- March 22, 2016 November 9, 2019
- 16:35
Feds reverse tax change to donation of private company shares and real estate
The decision to eliminate the proposed change introduced under the Conservatives may reduce wealthy individuals’ gifts to charities
- By: Rudy Mezzetta
- March 22, 2016 November 9, 2019
- 16:30
Liberals reintroduce LSVCC tax credit
Budget 2016 proposes to restore the credit to 15% for share purchases of provincially registered LSVCCs for 2016 and subsequent taxation years
- By: Megan Harman
- March 22, 2016 November 9, 2019
- 16:25
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