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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

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

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

Couple getting financial retirement advice from consultant at home

Planning for cash flow after death

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

Wrestling inflation

Strategies to protect clients’ retirement income

Advisors can help reduce inflation’s impact

  • By: Luc Lafleur
  • November 27, 2023 November 23, 2023
  • 15:00
Entrance to Financial Services Regulatory Authority of Ontario

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

Elevated inflation risk requires portfolio modifications

Here are six ways to manage the challenge

Hand with chalk is drawing Risk and reward balance scale on the chalkboard

5 guidelines for investing in private credit

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

Filing a tax document online

Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully

Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

stock portfolio allocation

Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down

What if stock and bond correlations are here to stay?

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

new direction

New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way

Shift your paradigm to after-tax portfolio management

Implement these five steps to better serve affluent clients

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Investors can remain confident despite new-age banking crisis

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

client meeting

The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios