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Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

Businessman calculating and checking articles of agreemen

Volatility affects all your client’s assets, including their business

A client scenario shows the importance of inquiring about assets you don’t administer

Entrance to Financial Services Regulatory Authority of Ontario

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
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Letter: Policy implementation shouldn’t be a partisan issue

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

Hand holding a light bulb

Reconsidering retirement as a value proposition

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
Filling out Canadian tax documents

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

Canada, provinces, map, red

Replacing Canada’s most important number

Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

  • By: Jack Rando
  • August 9, 2022 August 9, 2022
  • 09:25
client meeting

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

push off cliff

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

Power of attorney text concept isolated over white background

Who has the power?

Understanding power of attorney versus trusted contact person

businessman searching with binoculars

The outlook for 2022’s second half

Economies brace for slower economic growth

Handshake of businessmen - success, congratulation, greeting & business partner concepts

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

Securities law must be reviewed


  • By: IE Staff
  • November 15, 2019 November 14, 2019
  • 00:02

How to distinguish yourself during estate administration

Jump the credibility curve with executors and beneficiaries

Avoid the transfer-out train

Safeguard your business by knowing your client’s PoA and executor

Conservative victory looking more realistic

Column: Liberals finally get their wedge issues, but they may not be enough to save Trudeau

Letter: Lament over modernization task force is misplaced

Disappointment rests on a mistaken presumption, writes Ian Russell

Letter: Greatest climate-related risk is government and regulatory interference

Humans can continue to adapt to the historically modest changes recently seen in our climate, writes David McGruer

Letter: An investor’s perspective on the regulatory treadmill

In most instances, the industry has only itself to blame for the protracted and costly nature of policymaking in this country, writes Harvey Naglie