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Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

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Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15
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Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

outlook 2022

Regulatory issues to watch in 2022

Several major initiatives could launch this year

Compliance Legal Rule Compliancy Conformity Concept

Top priority for regulators should be SRO reform

Editorial: Now, they need to ensure it’s done right.

  • By: IE Staff
  • January 24, 2022 January 24, 2022
  • 00:05
Toronto real estate

Crypto and real estate provide portfolio hedges

Clients with windfalls need to diversify and mitigate risk

Background of numbers seamless pattern calculations

Knowing your practice means understanding the numbers

In order to assess the value of your business, you must look beyond AUM, revenue and expenses

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A win/win proposition

Clients don’t have to give up returns to embrace RI

  • By: Leah Golob
  • January 6, 2020 October 29, 2019
  • 00:01
wind turbines farm on green field

Making an impact

Once a misunderstood niche area of RI, impact investing is attracting attention and assets

  • By: Katie Keir
  • December 16, 2019 November 18, 2019
  • 00:01
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Lifting the veil on RI screening

There is wide variation when it comes to how managers choose RI investments

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The ABCs of ESG

Environmental, social and governance issues are the three pillars of responsible investing

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What is responsible investing, anyway?

Learn the background behind a concept that is much more than a passing trend

  • By: Leah Golob
  • November 4, 2019 November 9, 2019
  • 00:02

Why attend our ETF Summit

This event is now available for complimentary viewing across Canada via our Virtual Conference

checking stock market data on a mobile device

Convergence takes hold

Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy

  • By: Rudy Luukko
  • November 27, 2018 November 9, 2019
  • 10:00
Man facing stock exchange, financial chart overlay

A reality check for your clients

The projections for mutual fund returns in the next several years are modest at best

  • By: Rudy Luukko
  • November 20, 2018 November 9, 2019
  • 06:00
Businessman looking forward with binoculars cloudy background and graphs, charts around

Regulators’ attention to mutual funds persists

The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face

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Limiting the risk of investing in emerging markets

Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies

the canadian parliament and library during the fall

Little leeway for feds in next budget

Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…

Income splitting in the age of TOSI

Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…

Changes coming for RDSPs?

Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders

Coming clean on foreign property

The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties

Changes to VDP raise questions

The CRA revised its voluntary disclosure program, which may deter some taxpayers from coming forward. Applications to the program are down significantly since the changes…

Running a business through a TFSA?

The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…

New trust rules coming

Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…

Most provinces standing pat

With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…