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“What are my options?”

Alternative investments may hold answers when clients seek both returns and stability

  • By: Jade Hemeon
  • October 15, 2017 November 9, 2019
  • 00:05

Kids in a candy store

A sudden influx of cash needs careful management and planning

All in the family

Estate planning is a top priority for business owners

Front row seats

Advisors who specialize in serving the affluent share their insights

  • By: IE Staff
  • October 15, 2017 November 9, 2019
  • 00:02

Diversity, liquidity and safety

Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely

  • By: Jade Hemeon
  • October 15, 2017 August 22, 2022
  • 00:01
Changes coming to passive investment rules?

Changes coming to passive investment rules?

Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work

  • By: Kevin Wark
  • October 13, 2017 November 9, 2019
  • 13:55

Gearing up for yearend

There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…

U.S. tax reforms and your clients

Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially…

Taking control of paperwork

The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…

Beware of pitfalls when selling homes

New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for…

Audits on large TFSAs ramped up

Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should…

Improvements looming at CRA

After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists…

CRA may tighten key program

Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program…

The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

Have You Thought About What Season Your Practice is in?

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

CPPIB spending $690M for minority stake in software firm Regnology

The firm makes software focused on regulatory reporting solutions for financial institutions

Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way

Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.

Private REITs Offer Stability in Uncertain Political Environments

How private REITs can reduce portfolio volatility in times of public market turbulence.

Why the Definition of Independence Matters in the Canadian Securities Industry

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

Designed Securities’ AI readiness – how progress and quick pivots are leading them forward

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

Brokerage Report Card 2024 main chart

How investment advisors rated their firms’ support offerings and tools

  • By: IE Staff
  • June 5, 2024 June 4, 2024
  • 09:16

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Can investing choices open doors to opportunity?

The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.

Can investing choices improve quality of life?

The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.

Can investing choices create a more inclusive economy?

The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.