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2021 Canadian tax form

Understand these less familiar estate-related tax returns

Optional returns may reduce or eliminate your client’s taxes

digital investing

How AI will accelerate the energy transition

Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities

  • By: John Cook
  • May 15, 2024 May 15, 2024
  • 16:00

Proposed increase to capital gains tax requires action

Here are seven steps for advisors

Canada Parliament Building and clock tower at night

Bare trust debacle makes fools of the law-abiding

Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public

  • By: IE Staff
  • March 29, 2024 March 29, 2024
  • 12:38
Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

Central banks walking a tightrope

Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession

usinessman pole vaulting over a huge tax problem

Unlocking tax alpha in client portfolios

These five strategies enhance tax efficiency in non-registered accounts

portfolio construction

How your clients can benefit from the transition in private equity

The time is ripe for investors to add these funds to their portfolios


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

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

Planning for cash flow after death

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

Strategies to protect clients’ retirement income

Advisors can help reduce inflation’s impact

  • By: Luc Lafleur
  • November 27, 2023 November 23, 2023
  • 15:00

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

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