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A window of opportunity

The rules governing how much tax-free cash a client can hold in a permanent life policy are changing. But advisors who act now may be…

Global hunt for tax evasion widens

Partly in response to the U.S.'s FATCA initiative to collect taxes from its citizens who live abroad, 60 other countries, including Canada, have signed on…

The unexplored potential of TFSAs

Often viewed as a simple savings account, tax-free savings accounts have new, higher limits and cumulative contribution room. But taxpayers who pile up large sums…

Lower taxes on donations

New rules proposed for proceeds from the sale of shares and real estate to be donated to charities

Most provinces hold the line on taxes

With most regions still fighting deficits and facing murky economic forecasts, provincial governments have imposed only minor increases in taxes - or none at all

Doing the “RRSP or TFSA” dance

Tax professionals recommend that clients make maximum contributions to their TFSAs- by making withdrawals from RRSP or RRIF assets if no other funding is available.…

Rethinking RRIF rates

Many financial advocates applaud lower mandatory withdrawals, and some want them abolished altogether. But government depends upon the annual tax revenue

Economist takes issues with NDP, Liberal stock option tax proposals

Proposal to tax stock options fully would not generate the expected revenue as the government would have to introduce a corporate tax deduction to avoid…

Political parties have philosophical differences on balanced budgets

Political parties have philosophical differences on balanced budgets

Update your Twitter toolbox

There’s no shortage of online social-media tools, and sifting through the available apps to find a tool that is right for you can be daunting.…

  • By: Leah Golob
  • October 6, 2015 November 16, 2019
  • 10:31
An advisor’s moment of truth

An advisor’s moment of truth

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why August’s plunging markets were an opportunity for advisors to demonstrate their value to…

Five ways to improve your Twitter presence

These free tools enhance the look of your tweets and the efficiency of your twitter strategy

  • By: Leah Golob
  • October 5, 2015 November 16, 2019
  • 09:30

Family and children benefits could change significantly

The Tories staked their ground on the Family Tax Cut, which they introduced last year. The Liberals and NDP would eliminate it, saying it benefits…

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.