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Investable themes for 2024’s second half

Capitalize on opportunities in bonds, the energy transition and innovation

2021 Canadian tax form
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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
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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

balance
Columns

Balance your client’s inheritances with hotchpot and release clauses

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

portfolio construction
Columns

Building a better Canadian equities portfolio

Market changes and research support a momentum strategy

Letters to the Editor

Letter: Misleading sales pitches impede investor decisions

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

Columns

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

Advisors can help clients avoid potential complications

Advisor tracking stocks
Columns

Amid slower growth, investors can seize these opportunities in 2024

Drive returns for clients with fixed income, the energy transition and innovative companies

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

OneDigital in talks with ‘up to 50’ Canadian firms

Private-equity backed U.S. company plans to become "a $100-million organization in Canada"

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

Opinion: An investor perspective on Ontario Long-Term Funds

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

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

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

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

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