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Stock markets going up and down

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

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

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

Central banks walking a tightrope

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

Unlocking tax alpha in client portfolios

These five strategies enhance tax efficiency in non-registered accounts

How your clients can benefit from the transition in private equity

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

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