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Couple getting financial retirement advice from consultant at home

Planning for cash flow after death

In a client scenario, an advisor fails to plan for an estate’s tax liabilities

Wrestling inflation

Strategies to protect clients’ retirement income

Advisors can help reduce inflation’s impact

  • By: Luc Lafleur
  • November 27, 2023 November 23, 2023
  • 15:00
Entrance to Financial Services Regulatory Authority of Ontario

Strengthening oversight and accountability of the life insurance sector

New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents

  • By: Huston Loke
  • November 14, 2023 November 14, 2023
  • 15:00

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

5 guidelines for investing in private credit

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

Filing a tax document online

Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully

Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

stock portfolio allocation

Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down

What if stock and bond correlations are here to stay?

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

new direction

New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way

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

Investors can remain confident despite new-age banking crisis

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

client meeting

The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

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

Understand these less familiar estate-related tax returns

Optional returns may reduce or eliminate your client’s taxes

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

Proposed increase to capital gains tax requires action

Here are seven steps for advisors

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