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
Amid automatic tax filing, a proactive approach is required
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
Consider these three implications for client portfolios
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
Reconstruction should focus on client needs, risk mitigation
Implement these five steps to better serve affluent clients
Reassure clients to keep them focused on their long-term objectives
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
Re: We can close Canada’s widening financial literacy gap
Financial education must be continuous, inclusive and grounded in reading, writing and numeracy — throughout life
AI should be built for consumer power, not pop quizzes