Help clients get value from tax prep services
Amid automatic tax filing, a proactive approach is required
- By: Michael Kulbak
- August 23, 2023 August 23, 2023
- 15:00
Top Stories in Insight
Rate hikes may soon end, but caution still warranted
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
- By: Steve Locke
- August 21, 2023 August 21, 2023
- 15:00
Alternative investments are rewriting the rules of risk management
Consider these three implications for client portfolios
- By: Michael Nairne
- July 13, 2023 July 13, 2023
- 15:00
What if stock and bond correlations are here to stay?
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
- By: Robert Wilson
- July 5, 2023 October 7, 2024
- 15:00
New retirement realities call for new portfolio strategies
Reconstruction should focus on client needs, risk mitigation
- By: Luc Lafleur
- June 20, 2023 June 19, 2023
- 06:00
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
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
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: Who will pay for CIRO’s data breach?
If CIRO caves to industry pressure to use restricted funds for the data breach, the self-regulatory model must be reconsidered
- By: Ken Kivenko
- March 2, 2026 March 2, 2026
- 13:01
Opinion: Who will pay for CIRO’s data breach?
It’s a $100-million question without clear answers
- By: Barb Amsden
- February 24, 2026 February 24, 2026
- 13:21
Re: Blue Owl ‘quake’ is not what it seems
This is a structural mismatch the industry has been slow to confront and that some commentators appear eager to deflect
- By: Harvey Naglie
- February 24, 2026 February 24, 2026
- 09:16