Shift your paradigm to after-tax portfolio management
Implement these five steps to better serve affluent clients
- By: Michael Nairne
- June 7, 2023 June 7, 2023
- 15:00
Top Stories in Insight
Investors can remain confident despite new-age banking crisis
Reassure clients to keep them focused on their long-term objectives
- By: Lesley Marks
- May 1, 2023 May 1, 2023
- 15:12
The prudent investor rule unpacked
Help clients consider an investment policy statement in their wills
- By: Michael Kulbak
- April 12, 2023 April 12, 2023
- 15:00
Investing as monetary policy tightens
Help clients ride out the storm with well-structured portfolios
- By: Steve Locke
- April 5, 2023 April 5, 2023
- 15:00
Help clients navigate retirement uncertainty
Leverage these tips to address planning and income needs
- By: Ron Hanson
- March 14, 2023 March 14, 2023
- 15:00
The estate role you need to know about
Safeguard your client’s assets with an appointed monitor
- By: Michael Kulbak
- February 15, 2023 February 15, 2023
- 15:00
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
Adjusting to life after Goldilocks
Position your clients for the next economic cycle
- By: Lesley Marks
- December 14, 2022 December 14, 2022
- 16:00
Columns
Leverage an insurance policy’s negative ACB
A client scenario illustrates the tax advantages for business owners
- By: Steve Meldrum
- December 7, 2022 January 3, 2023
- 15:00
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
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
- By: Michael Kulbak
- October 25, 2022 October 25, 2022
- 15:00
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
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
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
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