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
Top Stories in Insight
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
The onus is on advisory firms to support private market investments
"The dealer has a responsibility to make sure advisors have the right knowledge, education and training," says Harbourfront Wealth CIO
- By: Kevin Press
- March 21, 2025 March 21, 2025
- 19:50
Opinion: An investor perspective on Ontario Long-Term Funds
Retail investors with modest portfolios do not require these risky funds for diversification purposes
- By: Ken Kivenko
- March 21, 2025 March 21, 2025
- 16:43
Anxious clients struggle with changes ‘hour to hour’
This Niagara-on-the-Lake advisor is having to talk clients out of reducing too much risk
- By: Kevin Press
- March 14, 2025 March 20, 2025
- 17:30
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
- By: Stéphane Rousseau and associates
- March 14, 2025 April 10, 2025
- 15:24
What investors can expect in 2025
Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
- By: Lesley Marks
- December 11, 2024 December 11, 2024
- 10:00
Letter: A déjà vu moment for bank sales practices
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
- By: Harvey Naglie
- December 5, 2024 December 5, 2024
- 17:21
Letter: OSC’s proposed disgorgement provisions are unfair and inadequate
A better solution is to start a compensation fund, writes lawyer Joseph Groia
- By: Joseph Groia, with Sabrina Heaman
- December 3, 2024 December 3, 2024
- 13:15
Help your client sell their beneficial interest in an estate
Here’s your helpful guide to advising clients on a complex estate sales process
- By: Michael Kulbak
- November 18, 2024 November 18, 2024
- 16:00
Letter: A case for rethinking investor education
Behavioural design is no silver bullet, writes Harvey Naglie
- By: Harvey Naglie
- November 18, 2024 November 18, 2024
- 11:28
It’s time to re-evaluate U.S. equities allocation
High valuations and market concentration are headwinds for future returns
- By: Michael Nairne
- November 13, 2024 November 18, 2024
- 16:00
Enhancing portfolio construction with factor investing
The strategy provides a low-cost method to pursue superior returns over the long run
- By: Michael Nairne
- September 23, 2024 September 23, 2024
- 16:00
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
Beyond the bill
Why the energy transition still matters
- By: John Cook
- August 8, 2025 August 8, 2025
- 12:59
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
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: 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
Opinion: We can close Canada’s widening financial literacy gap
Financial education must be continuous, inclusive and grounded in reading, writing and numeracy — throughout life
- By: Mélanie Valcin
- November 21, 2025 November 21, 2025
- 01:36