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Advisor meeting clients at their home

Help your client sell their beneficial interest in an estate

Here’s your helpful guide to advising clients on a complex estate sales process

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Letters to the Editor

Letter: A case for rethinking investor education

Behavioural design is no silver bullet, writes Harvey Naglie

Wall street
Columns

It’s time to re-evaluate U.S. equities allocation

High valuations and market concentration are headwinds for future returns

portfolio construction
Columns

Enhancing portfolio construction with factor investing

The strategy provides a low-cost method to pursue superior returns over the long run

Rock bass biting a lure
Columns

In both estate administration and angling, it pays to prepare for the unexpected

Financial advisors can address property challenges, encourage clarity in wills

businessman stock market
Columns

Investable themes for 2024’s second half

Capitalize on opportunities in bonds, the energy transition and innovation

2021 Canadian tax form
Columns

Understand these less familiar estate-related tax returns

Optional returns may reduce or eliminate your client’s taxes

digital investing
Columns

How AI will accelerate the energy transition

Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities

  • By: John Cook
  • May 15, 2024 May 15, 2024
  • 16:00
priority
Columns

Proposed increase to capital gains tax requires action

Here are seven steps for advisors

Editorials

Bare trust debacle makes fools of the law-abiding

Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public

  • By: IE Staff
  • March 29, 2024 March 29, 2024
  • 12:38
Columns

Central banks walking a tightrope

Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession

Columns

Unlocking tax alpha in client portfolios

These five strategies enhance tax efficiency in non-registered accounts

portfolio construction
Columns

How your clients can benefit from the transition in private equity

The time is ripe for investors to add these funds to their portfolios

Guardian Capital acquires majority of Ontario investment counselling firm

CEO Ken Rae sells his stake but stays on as key leader

Pharmacare a promise Trudeau might come to regret

The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma

Starting the decade off right

Editorial

  • By: IE Staff
  • January 17, 2020 January 14, 2020
  • 00:02

Balance your client’s inheritances with hotchpot and release clauses

Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances

Building a better Canadian equities portfolio

Market changes and research support a momentum strategy

Don’t forget about RESPs when planning for your client’s estate

Advisors can help clients avoid potential complications

Letter: Misleading sales pitches impede investor decisions

To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey

Letter: Ontario’s title protection framework is long overdue

Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke

  • By: Huston Loke
  • September 23, 2022 September 23, 2022
  • 10:22

Letter: Policy implementation shouldn’t be a partisan issue

Cited risks from collaboration with industry are unfounded, writes Paul Bourque