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The onus is on advisory firms to support private market investments

"The dealer has a responsibility to make sure advisors have the right knowledge, education and training," says Harbourfront Wealth CIO

Ontario
Columns

Opinion: An investor perspective on Ontario Long-Term Funds

Retail investors with modest portfolios do not require these risky funds for diversification purposes

Telephone
Columns

Anxious clients struggle with changes ‘hour to hour’

This Niagara-on-the-Lake advisor is having to talk clients out of reducing too much risk

Boardroom talk
Letters to the Editor

Opinion: Canada needs balanced approach in face of global push to deregulate

Rush to cut red tape can't endanger basic goals of transparency, investor protection

Stock markets going up and down
Columns

What investors can expect in 2025

Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape

Modern bank towers in the late afternoon
Letters to the Editor

Letter: A déjà vu moment for bank sales practices

New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie

Pile of money
Letters to the Editor

Letter: OSC’s proposed disgorgement provisions are unfair and inadequate

A better solution is to start a compensation fund, writes lawyer Joseph Groia 

Advisor meeting clients at their home
Columns

Help your client sell their beneficial interest in an estate

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

credit card concern
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

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

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

Understand these less familiar estate-related tax returns

Optional returns may reduce or eliminate your client’s taxes

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

Proposed increase to capital gains tax requires action

Here are seven steps for advisors

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

 

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