These five strategies enhance tax efficiency in non-registered accounts
The time is ripe for investors to add these funds to their portfolios
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
Market changes and research support a momentum strategy
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
Advisors can help clients avoid potential complications
Drive returns for clients with fixed income, the energy transition and innovative companies
Defensively constructed portfolios can outperform in the long run
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Advisors can help reduce inflation’s impact
New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents
Here are six ways to manage the challenge
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
CEO Ken Rae sells his stake but stays on as key leader
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
Why the energy transition still matters
Hint: it has nothing to do with how frequently these investments are priced
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
If CIRO caves to industry pressure to use restricted funds for the data breach, the self-regulatory model must be reconsidered
It’s a $100-million question without clear answers
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect