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5 guidelines for investing in private credit

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

Filing a tax document online
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Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully
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Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

stock portfolio allocation
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Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down
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What if stock and bond correlations are here to stay?

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

new direction
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New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way
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Shift your paradigm to after-tax portfolio management

Implement these five steps to better serve affluent clients

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Investors can remain confident despite new-age banking crisis

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

client meeting
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The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

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Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios

confused man
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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
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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
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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

Editorial

  • 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