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Advisor meeting clients at their home
Columns

Help your client sell their beneficial interest in an estate

Here’s your helpful guide to advising clients on a complex estate sales process

credit card concern
Letters to the Editor

Letter: A case for rethinking investor education

Behavioural design is no silver bullet, writes Harvey Naglie

Wall street
Columns

It’s time to re-evaluate U.S. equities allocation

High valuations and market concentration are headwinds for future returns

portfolio construction
Columns

Enhancing portfolio construction with factor investing

The strategy provides a low-cost method to pursue superior returns over the long run

Rock bass biting a lure
Columns

In both estate administration and angling, it pays to prepare for the unexpected

Financial advisors can address property challenges, encourage clarity in wills

businessman stock market
Columns

Investable themes for 2024’s second half

Capitalize on opportunities in bonds, the energy transition and innovation

2021 Canadian tax form
Columns

Understand these less familiar estate-related tax returns

Optional returns may reduce or eliminate your client’s taxes

digital investing
Columns

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
priority
Columns

Proposed increase to capital gains tax requires action

Here are seven steps for advisors

Editorials

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
Columns

Central banks walking a tightrope

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

Columns

Unlocking tax alpha in client portfolios

These five strategies enhance tax efficiency in non-registered accounts

portfolio construction
Columns

How your clients can benefit from the transition in private equity

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

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

Starting the decade off right

Editorial

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

3 reasons private assets are less volatile

Hint: it has nothing to do with how frequently these investments are priced

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

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

Opinion: Canada’s moment to raise the bar for investment advice

Moving past process — the case for outcomes-based oversight in Canada

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

Opinion: Canada needs balanced approach in face of global push to deregulate

Rush to cut red tape can't endanger basic goals of transparency, investor protection