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Columns

Hold leadership accountable for failures in ethics

Industry leaders create the culture that influences advisor behaviour

  • By: Rod Burylo
  • January 11, 2023 January 11, 2023
  • 15:00
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Columns

Adjusting to life after Goldilocks

Position your clients for the next economic cycle

Insurance businessman parachute
Columns

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.
Columns

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00
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Columns

Volatility affects all your client’s assets, including their business

A client scenario shows the importance of inquiring about assets you don’t administer

Businessman with yellow insurance umbrella looking over city
Columns

Investors must remain steadfast amid volatility and rate hikes

Here’s how advisors can prepare portfolios

  • By: Steve Locke
  • October 21, 2022 October 21, 2022
  • 15:00
Entrance to Financial Services Regulatory Authority of Ontario
Letters to the Editor

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
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts
Letters to the Editor

Letter: Policy implementation shouldn’t be a partisan issue

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

Hand holding a light bulb
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
Filling out Canadian tax documents
Columns

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

Canada, provinces, map, red
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
client meeting
Columns

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

push off cliff
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

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: Lament over modernization task force is misplaced

Disappointment rests on a mistaken presumption, writes Ian Russell

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