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Balance your client’s inheritances with hotchpot and release clauses

Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances

portfolio construction

Building a better Canadian equities portfolio

Market changes and research support a momentum strategy

young woman with question mark on a gray background

Letter: Misleading sales pitches impede investor decisions

To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey

Don’t forget about RESPs when planning for your client’s estate

Advisors can help clients avoid potential complications

Advisor tracking stocks

Amid slower growth, investors can seize these opportunities in 2024

Drive returns for clients with fixed income, the energy transition and innovative companies

Stock market background design

Make more for your client by losing less

Defensively constructed portfolios can outperform in the long run

Couple getting financial retirement advice from consultant at home

Planning for cash flow after death

In a client scenario, an advisor fails to plan for an estate’s tax liabilities

Wrestling inflation

Strategies to protect clients’ retirement income

Advisors can help reduce inflation’s impact

  • By: Luc Lafleur
  • November 27, 2023 November 23, 2023
  • 15:00
Entrance to Financial Services Regulatory Authority of Ontario

Strengthening oversight and accountability of the life insurance sector

New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents

  • By: Huston Loke
  • November 14, 2023 November 14, 2023
  • 15:00

Elevated inflation risk requires portfolio modifications

Here are six ways to manage the challenge

Hand with chalk is drawing Risk and reward balance scale on the chalkboard

5 guidelines for investing in private credit

This unique, illiquid asset class demands a risk-conscious approach

Filing a tax document online

Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully

Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

Guardian Capital acquires majority of Ontario investment counselling firm

CEO Ken Rae sells his stake but stays on as key leader

Pharmacare a promise Trudeau might come to regret

The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma

Starting the decade off right


  • By: IE Staff
  • January 17, 2020 January 14, 2020
  • 00:02

Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

What if stock and bond correlations are here to stay?

Column: Reconsider the assumption that government bonds outperform during equity sell-offs

New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

Letter: Ontario’s title protection framework is long overdue

Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke

  • By: Huston Loke
  • September 23, 2022 September 23, 2022
  • 10:22

Letter: Policy implementation shouldn’t be a partisan issue

Cited risks from collaboration with industry are unfounded, writes Paul Bourque

Letter: Investors pay the price for rules that should never have existed

The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko