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Feds target life insurance tax loopholes for HNW clients

Budget 2016 proposes changes to ensure the capital dividend account rules for private corporations, and the adjusted cost base rules for partnership interests, apply as…

Feds to allow incorporated professionals continued access to small business tax rate

However, the small business tax rate will remain at 10.5% in 2017, but not drop to 10% as the previous Conservatives had promised

Feds to end tax-planning opportunity associated with linked notes

Feds to end tax-planning opportunity associated with linked notes

Feds reverse tax change to donation of private company shares and real estate

The decision to eliminate the proposed change introduced under the Conservatives may reduce wealthy individuals’ gifts to charities

Liberals reintroduce LSVCC tax credit

Budget 2016 proposes to restore the credit to 15% for share purchases of provincially registered LSVCCs for 2016 and subsequent taxation years

Feds to introduce bank “bail-in” regime

Change would be part of Ottawa’s plan to renew financial services legislation and modernize consumer protection

Feds launch consultation on tax proposals

Liberals kill tax benefits of corporate-class mutual funds

A move from one class to another within the corporate structure will be considered to be a disposition and subject to capital gains taxes

Infrastructure spending a major focus for new Liberal government

The government has committed to a 10-year infrastructure plan focusing on public transit, green infrastructure and social infrastructure that will be paid for by increasing…

Government debt to rise as deficit balloons

The Liberal government is projecting a deficit of $29.4 billion in fiscal 2017, much higher than the $10 billion originally envisioned

Feds launch consultation on tax proposals

Feds to overhaul financial benefits for middle-class families

The Liberal government is touting the introduction of the Canada Child Benefit as “the most significant social policy innovation in a generation”

Liberals back off on change to stock options

Feedback from small firms led to the change of heart

Seniors to benefit from key budget changes

Ottawa is proposing an increase to the GIS top-up benefit and additional support for senior couples living apart for reasons beyond their control

Budget 2016: Small business tax changes

Budget 2016: Small business tax changes

Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights several tax changes in the 2016 federal budget that will impact small businesses.…

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.