In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.
Cyrille Giraud’s focus on compliance and ethics in his role as an internal auditor with Peak Financial Group tie in with his desire to see…
Several tax strategies result in greater savings when executed near the beginning or the end of a calendar year. These tips can help you to…
The AMF's Julien Reid is driven by a commitment to the protection of policyholders and customers
The shift to digital filing means your clients will be searching for software applications that meet their particular needs. There are plenty of packages out…
Mistakes on income tax returns are common, as are objections to CRA assessments. You can help your clients prevent and fix errors and omissions in…
Many taxpayers miss the full range of medical expenses they can claim, expenses that can reduce their tax bill significantly. But the CRA often challenges…
Estate executors now will be required to file a new form estimating the value of an estate - with supporting documention. Failure to file or…
The rules governing how much tax-free cash a client can hold in a permanent life policy are changing. But advisors who act now may be…
Partly in response to the U.S.'s FATCA initiative to collect taxes from its citizens who live abroad, 60 other countries, including Canada, have signed on…
Often viewed as a simple savings account, tax-free savings accounts have new, higher limits and cumulative contribution room. But taxpayers who pile up large sums…
New rules proposed for proceeds from the sale of shares and real estate to be donated to charities
With most regions still fighting deficits and facing murky economic forecasts, provincial governments have imposed only minor increases in taxes - or none at all
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
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…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds