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Letters to the Editor

Letter: Policy implementation shouldn’t be a partisan issue

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

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Columns

Reconsidering retirement as a value proposition

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
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Columns

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

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Columns

Replacing Canada’s most important number

Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

  • By: Jack Rando
  • August 9, 2022 August 9, 2022
  • 09:25
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Columns

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

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Letters to the Editor

Letter: Investors pay the price for rules that should never have existed

The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko

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Columns

Who has the power?

Understanding power of attorney versus trusted contact person

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Columns

The outlook for 2022’s second half

Economies brace for slower economic growth

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Industry News

Guardian Capital acquires majority of Ontario investment counselling firm

CEO Ken Rae sells his stake but stays on as key leader

Ontario Legislative Building at Queens Park in Toronto Ontario
Letters to the Editor

Letter: Lament over modernization task force is misplaced

Disappointment rests on a mistaken presumption, writes Ian Russell

Canadian Parliament Building at Dusk
Letters to the Editor

Letter: Greatest climate-related risk is government and regulatory interference

Humans can continue to adapt to the historically modest changes recently seen in our climate, writes David McGruer

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Columns

How to distinguish yourself during estate administration

Jump the credibility curve with executors and beneficiaries

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Industry News

Avoid the transfer-out train

Safeguard your business by knowing your client’s PoA and executor

Pharmacare a promise Trudeau might come to regret

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

Starting the decade off right

Editorial

  • By: IE Staff
  • January 17, 2020 January 14, 2020
  • 00:02

Securities law must be reviewed

Editorial

  • By: IE Staff
  • November 15, 2019 November 14, 2019
  • 00:02

Shift your paradigm to after-tax portfolio management

Implement these five steps to better serve affluent clients

Investors can remain confident despite new-age banking crisis

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

The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

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: An investor’s perspective on the regulatory treadmill

In most instances, the industry has only itself to blame for the protracted and costly nature of policymaking in this country, writes Harvey Naglie

Letter: Time for a national voice for Main Street investors

An investor advisory council would allow retail investors to speak on their own behalf and promote active dialogue between regulators and investors, writes Ken Kivenko