Invalid wills: How far is too far?
Ontario courts have the power to validate unsigned, unwitnessed documents as wills, raising risks for executors
- By: Rudy Mezzetta
- March 11, 2024 March 7, 2024
- 00:09
Latest news in Comment & Insight
As SRO reform progresses, there should be value for investors
Editorial: The rule book rewrite shouldn’t simply be an exercise in slimming down the volume of regulations
- By: IE Staff
- February 12, 2024 February 15, 2024
- 00:08
How top tax rates have risen over the past decade
Eight provinces have top combined tax rates exceeding 50%
- By: Rudy Mezzetta
- February 12, 2024 February 13, 2024
- 00:02
Despite progress, OBSI’s dream of binding resolution remains deferred
Editorial: While the CSA’s proposal is a good first step, that’s all it is
- By: IE Staff
- December 11, 2023 December 7, 2023
- 00:10
Facing high probate tax, Nova Scotians can’t use dual wills to escape
Province tops Canada with 1.7% probate tax on the value of an estate
- By: Rudy Mezzetta
- December 11, 2023 December 13, 2023
- 00:07
Manitoba and B.C. target “unexplained” wealth
Orders compel people to disclose how they acquired suspicious assets
- By: Rudy Mezzetta
- November 13, 2023 November 15, 2023
- 00:13
Glorianne Stromberg’s legacy
Editorial: Stromberg fought the good fight, and Canada’s retail investors are dramatically better off as a result
- By: IE Staff
- November 13, 2023 November 9, 2023
- 00:11
Regulators must step up for harmed investors
Editorial: The CSA has yet to deliver on its promised proposal to give OBSI binding authority
- By: IE Staff
- October 16, 2023 November 10, 2023
- 00:04
Enforcement money should be spent on investors
Editorial: The OSC should be doing more to return money to harmed investors
- By: IE Staff
- September 18, 2023 September 14, 2023
- 00:05
Alberta delivers big tax break to small donors
New 60% rate for donations below $200 takes effect this year
- By: Rudy Mezzetta
- September 18, 2023 September 14, 2023
- 00:01
Crackdown on empty accolades a win for clients and advisors alike
Editorial: With their warning, the regulators acknowledged that pay-to-play awards are not harmless puffery
- By: IE Staff
- August 28, 2023 August 24, 2023
- 00:09
Gift or loan? Court case shows importance of documenting intentions
Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift
- By: Rudy Mezzetta
- August 28, 2023 August 29, 2023
- 00:06
For investor restitution, it all comes back to OBSI
Editorial: regulators need to empower OBSI to help harmed investors
- By: IE Staff
- June 2, 2023 May 31, 2023
- 10:20
B.C. case examines what happens when spouse outlives children
Wills should consider various scenarios for the sequence of death among beneficiaries
- By: Rudy Mezzetta
- June 2, 2023 May 31, 2023
- 10:19
Quebec advisor wins expense deduction case
Revenue agency initially denied expenses for sponsorship of cycling team
- By: Rudy Mezzetta
- May 8, 2023 May 5, 2023
- 00:01
Total cost reporting will be worth the wait
Editorial: Giving firms ample time to make the necessary system changes is worth the frustration
- By: IE Staff
- May 1, 2023 May 5, 2023
- 06:00
Banking crisis highlights fragile confidence of global system
Editorial: lessons learned must not be forgotten when financial sector rules are being crafted and risk-friendly reforms are touted
- By: IE Staff
- April 11, 2023 April 6, 2023
- 00:03
Quebec pilot project offers automatic tax filing for simple returns
Ottawa to follow la belle province in offering pre-filled returns
- By: Rudy Mezzetta
- April 11, 2023 April 6, 2023
- 00:02
Past time for action on retail bank shelves
Editorial: Investors are no better off today than they were at this time last year
- By: IE Staff
- March 13, 2023 March 10, 2023
- 00:02
Alberta and Saskatchewan seek to take over tax collection from the CRA
Western provinces look to assert autonomy with revenue agencies
- By: Rudy Mezzetta
- March 13, 2023 March 10, 2023
- 00:01
Restitution proposal a promising start for new SRO
Editorial: Returning money to harmed investors could be a big win for the new SRO
- By: IE Staff
- February 13, 2023 February 10, 2023
- 00:02
Nova Scotia’s bracket creep stings taxpayers
Inflation is pushing more people into higher brackets
- By: Rudy Mezzetta
- February 13, 2023 February 10, 2023
- 00:01
Advisors can make good in bad markets
Editorial: By helping clients cope with financial stress, advisors can deliver genuine value
- By: IE Staff
- December 12, 2022 December 12, 2022
- 00:11
Hurricane’s economic storm still battering the East Coast
While the cost of Hurricane Fiona could reach $4 billion, provincial and federal governments offer help
- By: donalee Moulton
- December 12, 2022 December 12, 2022
- 00:10
Regulators must stand firm on binding authority for OBSI
Editorial: The idea that OBSI is biased against the industry doesn’t fit with the facts