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
Top Stories in Insight
In both estate administration and angling, it pays to prepare for the unexpected
Financial advisors can address property challenges, encourage clarity in wills
- By: Michael Kulbak
- August 20, 2024 August 15, 2024
- 16:00
Investable themes for 2024’s second half
Capitalize on opportunities in bonds, the energy transition and innovation
- By: Lesley Marks
- June 26, 2024 June 26, 2024
- 16:00
Understand these less familiar estate-related tax returns
Optional returns may reduce or eliminate your client’s taxes
- By: Michael Kulbak
- June 12, 2024 June 12, 2024
- 11:44
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
- By: Michael Nairne
- May 8, 2024 May 9, 2024
- 15:22
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
- By: Steve Locke
- March 28, 2024 March 28, 2024
- 15:00
Columns
Unlocking tax alpha in client portfolios
These five strategies enhance tax efficiency in non-registered accounts
- By: Robert Wilson
- March 20, 2024 March 20, 2024
- 15:00
How your clients can benefit from the transition in private equity
The time is ripe for investors to add these funds to their portfolios
- By: Allan Seychuk
- March 6, 2024 March 6, 2024
- 16:15
Balance your client’s inheritances with hotchpot and release clauses
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
- By: Michael Kulbak
- February 28, 2024 February 28, 2024
- 15:00
Building a better Canadian equities portfolio
Market changes and research support a momentum strategy
- By: Michael Nairne
- January 31, 2024 January 31, 2024
- 16:00
Letters to the Editor
Letter: Misleading sales pitches impede investor decisions
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
- By: John De Goey
- January 29, 2024 January 29, 2024
- 10:02
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
Re: Implement the CPP Pension Delay Guarantee
On Bonnie-Jeanne MacDonald's idea for a money-back guarantee, designed to encourage Canadians to delay receiving CPP benefits
- December 29, 2025 December 29, 2025
- 14:10
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