Beyond the bill
Why the energy transition still matters
Latest news in Columns
3 reasons private assets are less volatile
Hint: it has nothing to do with how frequently these investments are priced
- By: Allan Seychuk
- May 26, 2025 May 26, 2025
- 11:34
How business owners can benefit from the capital dividend account
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
- By: Geoffrey Jones
- May 2, 2025 May 2, 2025
- 09:41
Opinion: Clients are more at risk than they realize
Investment products can have different risk and return characteristics depending on the business cycle — clients deserve more options
- By: John De Goey
- March 31, 2025 March 31, 2025
- 17:18
OneDigital in talks with ‘up to 50’ Canadian firms
Private-equity backed U.S. company plans to become "a $100-million organization in Canada"
- By: Kevin Press
- March 28, 2025 March 28, 2025
- 15:30
The onus is on advisory firms to support private market investments
"The dealer has a responsibility to make sure advisors have the right knowledge, education and training," says Harbourfront Wealth CIO
- By: Kevin Press
- March 21, 2025 March 21, 2025
- 19:50
Opinion: An investor perspective on Ontario Long-Term Funds
Retail investors with modest portfolios do not require these risky funds for diversification purposes
- By: Ken Kivenko
- March 21, 2025 March 21, 2025
- 16:43
Anxious clients struggle with changes ‘hour to hour’
This Niagara-on-the-Lake advisor is having to talk clients out of reducing too much risk
- By: Kevin Press
- March 14, 2025 March 20, 2025
- 17:30
What investors can expect in 2025
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
- By: Lesley Marks
- December 11, 2024 December 11, 2024
- 10:00
Help your client sell their beneficial interest in an estate
Here’s your helpful guide to advising clients on a complex estate sales process
- By: Michael Kulbak
- November 18, 2024 November 18, 2024
- 16:00
It’s time to re-evaluate U.S. equities allocation
High valuations and market concentration are headwinds for future returns
- By: Michael Nairne
- November 13, 2024 November 18, 2024
- 16:00
Enhancing portfolio construction with factor investing
The strategy provides a low-cost method to pursue superior returns over the long run
- By: Michael Nairne
- September 23, 2024 September 23, 2024
- 16:00
In both estate administration and angling, it pays to prepare for the unexpected
Financial advisors can address property challenges, encourage clarity in wills
- By: Michael Kulbak
- August 20, 2024 August 15, 2024
- 16:00
Investable themes for 2024’s second half
Capitalize on opportunities in bonds, the energy transition and innovation
- By: Lesley Marks
- June 26, 2024 June 26, 2024
- 16:00
Understand these less familiar estate-related tax returns
Optional returns may reduce or eliminate your client’s taxes
- By: Michael Kulbak
- June 12, 2024 June 12, 2024
- 11:44
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
- By: Michael Nairne
- May 8, 2024 May 9, 2024
- 15:22
Central banks walking a tightrope
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
- By: Steve Locke
- March 28, 2024 March 28, 2024
- 15:00
Unlocking tax alpha in client portfolios
These five strategies enhance tax efficiency in non-registered accounts
- By: Robert Wilson
- March 20, 2024 March 20, 2024
- 15:00
How your clients can benefit from the transition in private equity
The time is ripe for investors to add these funds to their portfolios
- By: Allan Seychuk
- March 6, 2024 March 6, 2024
- 16:15
Balance your client’s inheritances with hotchpot and release clauses
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
- By: Michael Kulbak
- February 28, 2024 February 28, 2024
- 15:00
Building a better Canadian equities portfolio
Market changes and research support a momentum strategy
- By: Michael Nairne
- January 31, 2024 January 31, 2024
- 16:00
Don’t forget about RESPs when planning for your client’s estate
Advisors can help clients avoid potential complications
- By: R. Paul Thorne
- January 10, 2024 January 10, 2024
- 15:48
Amid slower growth, investors can seize these opportunities in 2024
Drive returns for clients with fixed income, the energy transition and innovative companies
- By: Lesley Marks
- December 13, 2023 December 13, 2023
- 10:00
Make more for your client by losing less
Defensively constructed portfolios can outperform in the long run
- By: Robert Wilson
- December 13, 2023 December 12, 2023
- 10:00