Reconsidering retirement as a value proposition
As clients evolve, so must advisory services
- By: Rod Burylo
- September 7, 2022 September 7, 2022
- 09:41
Top Stories in Insight
Tax slip error has significant fallout for client
Proactive collaboration is critical for resolution, client well-being
- By: Michael Kulbak
- September 1, 2022 September 1, 2022
- 15:00
Columns
Replacing Canada’s most important number
Opinion: Interest rate benchmark reform requires careful execution and strong collaboration
- By: Jack Rando
- August 9, 2022 August 9, 2022
- 09:25
Help your client navigate the new retirement reality
Advisors play an essential role in improving client confidence
- By: Ron Hanson
- July 22, 2022 July 22, 2022
- 14:35
Letter: Investors pay the price for rules that should never have existed
The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko
- By: Ken Kivenko
- July 19, 2022 July 19, 2022
- 12:02
Columns
Who has the power?
Understanding power of attorney versus trusted contact person
- By: Michael Kulbak
- July 5, 2022 July 5, 2022
- 15:00
Columns
The outlook for 2022’s second half
Economies brace for slower economic growth
- By: Lesley Marks
- June 28, 2022 June 28, 2022
- 15:00
Industry News
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
Letter: Lament over modernization task force is misplaced
Disappointment rests on a mistaken presumption, writes Ian Russell
- By: Ian Russell
- June 7, 2022 June 7, 2022
- 10:36
Letter: Greatest climate-related risk is government and regulatory interference
Humans can continue to adapt to the historically modest changes recently seen in our climate, writes David McGruer
- By: David McGruer
- April 19, 2022 April 20, 2022
- 10:32
How to distinguish yourself during estate administration
Jump the credibility curve with executors and beneficiaries
- By: Michael Kulbak
- April 13, 2022 April 13, 2022
- 15:00
Industry News
Avoid the transfer-out train
Safeguard your business by knowing your client’s PoA and executor
- By: Michael Kulbak
- February 4, 2022 February 23, 2022
- 15:00
Letter: An investor’s perspective on the regulatory treadmill
In most instances, the industry has only itself to blame for the protracted and costly nature of policymaking in this country, writes Harvey Naglie
- By: Harvey Naglie
- February 2, 2022 February 2, 2022
- 16:50
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
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
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
Opinion: We can close Canada’s widening financial literacy gap
Financial education must be continuous, inclusive and grounded in reading, writing and numeracy — throughout life
- By: Mélanie Valcin
- November 21, 2025 November 21, 2025
- 01:36