The long path to enhanced investor protection
Regulators finalize a regulatory initiative that’s been 15 years in the making
- By: James Langton
- April 9, 2013 December 19, 2017
- 06:00
Latest news in Special Reports
Playing it safe on social media
A less personal approach can raise your profile
- By: Brent Jolly
- April 8, 2013 November 16, 2019
- 10:45
Use social media to increase client retention and prospects
Tom Reimer, co-founder and managing partner, Accretive Advisors, explains why advisors should embrace social media. Advisors who don’t use social media risk losing clients to…
- By: Tom Reimer
- April 5, 2013 November 16, 2019
- 14:25
Business can be better in the “cloud”
Using cloud computing to store and access your documents has many benefits
- By: Brent Jolly
- April 4, 2013 October 30, 2019
- 11:05
Three tips for connecting with women clients
Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She…
- By: Bev Evans
- April 4, 2013 October 30, 2019
- 09:20
Equities as an inflation hedge
James Dutkiewicz of Sentry Investments explains when this strategy works best
- By: Fiona Collie
- April 3, 2013 April 3, 2013
- 15:20
Choose LinkedIn settings wisely, advisors told
Settings control what people see and how often they see it
- By: Fiona Collie
- April 3, 2013 November 16, 2019
- 11:00
Five steps to a successful partnership with clients
Bob Sewell, president and CEO of Bellwether Investment Management, based in Oakville, Ont., explains five steps to ensure a successful partnership with your clients. He…
- By: Dan Richards, Bob Sewell
- April 1, 2013 October 30, 2019
- 12:50
Three tips to turn a ‘No’ into a bonus for your business
In part 11, Jim Ruta answers the question: What do I take from a ‘No”? Expert performance coach Jim Ruta gives practical tips for making…
- By: Jim Ruta, Paula Virany
- March 27, 2013 October 30, 2019
- 15:00
Segment clients and maximize results with CRM software
Michael Andersen, vice president, investment advisor with Richardson GMP in Mississauga, explains how to approach client segmentation and the benefits of working with CRM software…
- By: Dan Richards, Michael Andersen
- March 25, 2013 October 30, 2019
- 14:20
CLHIA welcomes budget opportunities
Association reviewing tax policy changes to annuities, loan arrangements
- By: Megan Harman
- March 22, 2013 March 22, 2013
- 10:00
Crackdown on conversion contracts
The 2013 federal budget appears to be cracking down on conversion contracts, which convert what would otherwise be considered income into capital gains. Jamie Golombek,…
- By: Jamie Golombek
- March 21, 2013 January 21, 2018
- 17:50
Key changes for 10-8s and leveraged annuities
Tax benefits from leveraged life insurance arrangements to be reduced
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 17:25
Budget measures likely to prevent special contracts that convert interest to capital gains
Changes will effect mutual funds that use these contracts to increase yields
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 17:20
Not too big to fail
Budget takes steps to secure banking system
- By: James Langton
- March 21, 2013 March 21, 2013
- 17:00
Change to the dividend tax credit proposed
The feds want to ensure the corporate and personal tax systems are more fully integrated
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 16:50
Cracking down on international tax cheats
Federal budget proposes a program that rewards whistleblowers
- By: James Langton
- March 21, 2013 March 21, 2013
- 16:45
Key changes coming in reporting of foreign property
Changes will extend time for reassessment and form T1135
- By: Rudy Mezzetta
- March 21, 2013 March 21, 2013
- 16:40
IIAC applauds budget for improving competitiveness
Public finances “firmly under control”, association says
- By: IE Staff
- March 21, 2013 March 21, 2013
- 16:15
Temporary charity tax credit introduced
Program would provide an additional 25% tax credit on a first-time charitable donation
- By: Fiona Collie
- March 21, 2013 March 21, 2013
- 16:00
Little clarity on national regulator
Government hopes to reach agreement with provinces, but remains vague on details
- By: James Langton
- March 21, 2013 March 21, 2013
- 15:55
Ottawa urges provinces on allowing access to RDSPs
Provincial legislation is still needed from some major provinces to allow RDSPs to be opened under a temporary measure
- By: Fiona Collie
- March 21, 2013 March 21, 2013
- 15:50
Dividend tax credit change for small business
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management discusses budget 2013 the dividend tax credit rates that will impact…
- By: Jamie Golombek
- March 21, 2013 January 21, 2018
- 15:50
Feds may adopt a financial consumer code
Ottawa to determine whether a comprehensive guide or principles are needed
- By: Fiona Collie
- March 21, 2013 March 21, 2013
- 15:45
New measures to help boost venture capital
There will be another $60 million for incubators, but gradual elimination of the tax credit for labour-sponsored venture capital corporations
- By: James Langton
- March 21, 2013 March 21, 2013
- 15:40