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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
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5 guidelines for investing in private credit

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

Filing a tax document online
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Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully
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Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

stock portfolio allocation
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Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down
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What if stock and bond correlations are here to stay?

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

new direction
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New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way
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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
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Investors can remain confident despite new-age banking crisis

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

client meeting
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The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

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Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios

confused man
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Help clients navigate retirement uncertainty

Leverage these tips to address planning and income needs

  • By: Ron Hanson
  • March 14, 2023 March 14, 2023
  • 15:00
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The estate role you need to know about

Safeguard your client’s assets with an appointed monitor

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

Pharmacare a promise Trudeau might come to regret

The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma

Central banks walking a tightrope

Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession

Unlocking tax alpha in client portfolios

These five strategies enhance tax efficiency in non-registered accounts

How your clients can benefit from the transition in private equity

The time is ripe for investors to add these funds to their portfolios

Letter: Misleading sales pitches impede investor decisions

To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey

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

Letter: Policy implementation shouldn’t be a partisan issue

Cited risks from collaboration with industry are unfounded, writes Paul Bourque