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Help clients navigate retirement uncertainty

Leverage these tips to address planning and income needs

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
Shot of bear figuring standing on financial paper

Adjusting to life after Goldilocks

Position your clients for the next economic cycle

Insurance businessman parachute

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

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

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

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

Who has the power?

Understanding power of attorney versus trusted contact person

The outlook for 2022’s second half

Economies brace for slower economic growth

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

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