Opinion: Post-retirement planning is the ultimate gift of love and security
How and why to help your clients prepare for their passing
- By: Greg Barnsdale
- October 27, 2025 October 26, 2025
- 01:57
Top Stories in Insight
Opinion: To fortify the loonie, we must digitize it
Canadians need to build a new financial architecture, not simply adopt a blueprint designed by others
- By: Daniel Ordibehesht
- October 23, 2025 October 22, 2025
- 01:03
Opinion: Smarter supervision, not less regulation, is the path forward
Re: Reducing regulation could help advisors serve mass market clients: C.D. Howe
- By: Harvey Naglie
- October 9, 2025 October 9, 2025
- 11:56
Opinion: Life insurance industry’s neglect of orphan policyholders poses long-term risks
Sector should enlist AI plus human expertise to avoid losing Canadians’ trust
- By: Rhona Konnelly
- September 25, 2025 November 3, 2025
- 14:32
Opinion: Don’t bet on it
Twenty years of investing versus two decades of betting — sports gambling is costing young Canadians dearly
- By: Ian Bragg
- September 18, 2025 September 18, 2025
- 09:09
Letter: Plain language, not oversimplification
Don't supply investors with more readable materials, equip them with actionable insights and comparable data at the point of decision-making
- By: Harvey Naglie
- September 16, 2025 September 16, 2025
- 10:07
Opinion: Adding the value of small managers
An argument for doing business with smaller asset management firms, and how to get from here to there
- By: Kevin Foley
- August 21, 2025 August 21, 2025
- 11:24
Beyond the bill
Why the energy transition still matters
- By: John Cook
- August 8, 2025 August 8, 2025
- 12:59
Opinion: Reframing the orphan client reality
A response to the July 31, 2025 Investment Executive article: “FSRA’s MGA Licensing proposal draws praise — and suggestions for improvement”
- By: Rhona Konnelly
- August 6, 2025 August 6, 2025
- 11:45
Opinion: Advocating for orphan clients
A response to Rhona Konnelly’s letter to the editor: “Reframing the orphan client reality”
- By: Harold Geller
- August 6, 2025 August 6, 2025
- 11:45
Opinion: CRA can improve its administration of bare trusts and the Canada child benefit
Two report summaries from the Office of the Taxpayers’ Ombudsperson
- By: François Boileau
- August 5, 2025 August 5, 2025
- 15:42
Opinion: Beyond binding authority — improving Canada’s complaint-handling system
Binding authority represents progress, but system-wide reform is still needed
- By: Harvey Naglie
- August 5, 2025 August 5, 2025
- 05:44
Opinion: Clients who act as executors or powers of attorney need training
The argument for a personal fiduciary certificate program
- By: Mark O’Farrell and Barb Amsden
- July 29, 2025 July 28, 2025
- 04:12
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
Guardian Capital acquires majority of Ontario investment counselling firm
CEO Ken Rae sells his stake but stays on as key leader
- By: Greg Meckbach
- June 28, 2022 June 28, 2022
- 10:02
Pharmacare a promise Trudeau might come to regret
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
- By: Gord McIntosh
- June 16, 2021 August 17, 2021
- 17:22
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
Re: Who will pay for CIRO’s data breach?
If CIRO caves to industry pressure to use restricted funds for the data breach, the self-regulatory model must be reconsidered
- By: Ken Kivenko
- March 2, 2026 March 2, 2026
- 13:01
Opinion: Who will pay for CIRO’s data breach?
It’s a $100-million question without clear answers
- By: Barb Amsden
- February 24, 2026 February 24, 2026
- 13:21
Re: Blue Owl ‘quake’ is not what it seems
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect
- By: Harvey Naglie
- February 24, 2026 February 24, 2026
- 09:16