Home In Depth Page 47

Top Stories in In Depth

Regulators propose dramatic expansion of KYP requirements

Regulators propose dramatic expansion of KYP requirements

In part five of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…

Regulators propose restrictions on titles and designations

Regulators propose restrictions on titles and designations

In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…

What’s new for 2016 yearend tax planning

There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31

Significant changes to principal residence exemption

Significant changes to principal residence exemption

In part one of a three-part series about year-end tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…

Advisors falling short on providing Canadians tax-planning advice

Replay: Yearend Tax Planning 2016

Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips

Taking advantage of the CCB

The new Canada child benefit, introduced this past summer, replaces the Canada child tax benefit and the universal child care benefit. The CCB can be…

Corporate-class funds are changing

Investors will no longer be able to switch from one fund to another within these structures without potential tax liability, but tax strategies such as…

  • By: Jade Hemeon
  • October 12, 2016 November 9, 2019
  • 23:00

Real estate flips and the CRA

Skyrocketing home prices in Vancouver and Toronto are attracting the attention of the CRA, which is boosting its surveillance of the higher-value transactions to look…

Assessing the real cost of tax credits

While the Harper government was a strong proponent of tax credits, many experts suggest that these credits cost Canada more than they are worth because…

A trimmer, more efficient tax system?

Numerous changes are in the works to make the tax code more coherent while making the pursuit of tax evaders and closing the so-called "tax…

Insurance exemption deadline looms

While tax exemptions that apply to some permanent life insurance policies will be tightened up next year, advisors insist insurance will remain a valuable tax-planning…

Staying ahead of the changes

As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies…

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.