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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

stock portfolio allocation

Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down

What if stock and bond correlations are here to stay?

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

new direction

New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way

Shift your paradigm to after-tax portfolio management

Implement these five steps to better serve affluent clients

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Investors can remain confident despite new-age banking crisis

Reassure clients to keep them focused on their long-term objectives

client meeting

The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios

confused man

Help clients navigate retirement uncertainty

Leverage these tips to address planning and income needs

  • By: Ron Hanson
  • March 14, 2023 March 14, 2023
  • 15:00

The estate role you need to know about

Safeguard your client’s assets with an appointed monitor

Leadership corporate hierarchy recruiter team leader employee selection new job

Hold leadership accountable for failures in ethics

Industry leaders create the culture that influences advisor behaviour

  • By: Rod Burylo
  • January 11, 2023 January 11, 2023
  • 15:00

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

Adjusting to life after Goldilocks

Position your clients for the next economic cycle

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00

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