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
Top Stories in Insight
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
Letter: Government policy needs to make downsizing palatable
Re: Seniors rarely downsize — here’s why that’s hurting first-time homebuyers
- By: Bev Kennedy
- July 28, 2025 July 28, 2025
- 13:15
Letter: It’s about more than access to training
Re: No more dealer’s choice as IFSE shuts its doors
- By: Michel Mailloux
- July 18, 2025 July 17, 2025
- 05:45
Opinion: Canada’s moment to raise the bar for investment advice
Moving past process — the case for outcomes-based oversight in Canada
- By: Harvey Naglie
- July 16, 2025 July 16, 2025
- 09:20
Opinion: Ontario’s title protection regime represents progress, but risks remain
Ontario's broad definition of financial advisor could lead investors to misunderstand their advisor's primary role and capabilities
- By: Harvey Naglie
- June 12, 2025 June 12, 2025
- 09:34
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
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
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
Re: Implement the CPP Pension Delay Guarantee
On Bonnie-Jeanne MacDonald's idea for a money-back guarantee, designed to encourage Canadians to delay receiving CPP benefits
- December 29, 2025 December 29, 2025
- 14:10
Opinion: 10 trends reshaping Canada’s investment advisory landscape
AI, private banking, the shift from independence and more
- By: Michael Konopaski
- December 17, 2025 December 17, 2025
- 08:54
Letter: Canada’s financial literacy gap
Re: We can close Canada’s widening financial literacy gap
- By: Harvey Naglie
- November 24, 2025 November 24, 2025
- 14:52