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Top Stories in Insight

Shot of bear figuring standing on financial paper
Columns

Adjusting to life after Goldilocks

Position your clients for the next economic cycle

Columns

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.
Columns

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00
Columns

Volatility affects all your client’s assets, including their business

A client scenario shows the importance of inquiring about assets you don’t administer

Columns

Investors must remain steadfast amid volatility and rate hikes

Here’s how advisors can prepare portfolios

  • By: Steve Locke
  • October 21, 2022 October 21, 2022
  • 15:00
Entrance to Financial Services Regulatory Authority of Ontario
Letters to the Editor

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
Letters to the Editor

Letter: Policy implementation shouldn’t be a partisan issue

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

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Columns

Reconsidering retirement as a value proposition

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
Filling out Canadian tax documents
Columns

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

Columns

Replacing Canada’s most important number

Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

  • By: Jack Rando
  • August 9, 2022 August 9, 2022
  • 09:25
client meeting
Columns

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

push off cliff
Letters to the Editor

Letter: Investors pay the price for rules that should never have existed

The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko

Columns

Who has the power?

Understanding power of attorney versus trusted contact person

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

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

Help your client sell their beneficial interest in an estate

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

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

High valuations and market concentration are headwinds for future returns

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 

Letter: A case for rethinking investor education

Behavioural design is no silver bullet, writes Harvey Naglie