Latest columns in Inside Track
ETFs
Mary Hagerman
Celebrating 10 years of ETF-based portfolio returns
Why one portfolio manager believes ETFs have revolutionized the investment landscape
- September 10, 2024 September 16, 2024
- 13:00
Why holding index funds within a life insurance policy can be tax-efficient
Permanent insurance also has a host of other tax benefits
- June 11, 2024 June 6, 2024
- 13:00
My secret weapon for better portfolio management
Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice
- March 12, 2024 March 13, 2024
- 13:00
Reasons to be cautious when investing in AI
Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully
- December 12, 2023 November 27, 2023
- 13:00
Tax Matters
Jamie Golombek
Another reminder to help clients understand their TFSA room
Taxpayer penalized for overcontribution after relying on My Account information
- July 25, 2024 July 25, 2024
- 16:00
Considering capital gains post–June 25
Advisors should speak to clients annually about crystallization
- June 25, 2024 June 25, 2024
- 16:00
Ensure your client reports all RRSP contributions
In one case, failure to report resulted in an overcontribution penalty
- April 10, 2024 April 10, 2024
- 16:05
As RRSP deadline approaches, a reminder about tax-free growth
A hypothetical scenario compares dividend investing inside and outside this registered account
- February 21, 2024 February 21, 2024
- 15:00
Responsible Investing
Dustyn Lanz
Investor stewardship and proxy voting: A new era of transparency
Public database of proxy voting records aims to better align asset managers and owners
- July 22, 2024 July 22, 2024
- 16:00
5 actions for fund managers to overcome ESG pain points
Evolving expectations leave some managers struggling
- October 16, 2023 October 16, 2023
- 15:00
Will Canada import America’s anti-ESG campaign?
Opinion: The backlash has limited prospects for four reasons
- July 26, 2023 July 26, 2023
- 15:00
Understanding Canada’s proposed climate finance taxonomy
The goal is to create a common language for the issuance of financial instruments
- April 19, 2023 April 19, 2023
- 16:10
Industry Perspectives
Ian Russell
Opinion: Tax reform needed to lift gloom in corporate sector
Federal budget did little to invigorate sluggish investment spending
- April 4, 2023 April 4, 2023
- 15:00
Does growth in self-managed accounts defy need for advice?
Tech, profound shocks have changed investor behaviour
- January 16, 2023 January 16, 2023
- 15:00
Creating policy to improve business spending, productivity
A new approach is needed to replace failed government programs
- November 21, 2022 November 21, 2022
- 15:00
For fair and balanced regulation, displace expert committees
Regulators require internal compliance expertise
- September 26, 2022 September 26, 2022
- 15:00
Investment Funds
Paul Bourque
Reducing regulatory burden: An ongoing priority
Regulatory efficiency saves costs and ultimately benefits investors
- January 25, 2023 January 25, 2023
- 15:00
Financial advice and the resilient investor
Advisors play an important role in enhancing resiliency
- November 23, 2022 November 23, 2022
- 15:00
Investment funds and the move to T+1
The best solution to the complex transition may be flexibility
- September 12, 2022 September 12, 2022
- 15:00
Successful rule implementation requires industry collaboration
The delivery of policy shouldn’t be a last step
- July 18, 2022 July 18, 2022
- 15:00
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