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Philip Petursson

IG’s new investment strategist has a plan for inflation

Philip Petursson says central banks are behind the curve as he helps advisors position portfolios

hazards

Hazards to watch for this decade

How to prepare for the biggest potential risks to your client’s portfolios

outlook 2022

Regulatory issues to watch in 2022

Several major initiatives could launch this year

Top tax rates to know for 2022

We list the top marginal tax rates in Canada for 2022

  • By: IE Staff
  • January 24, 2022 January 21, 2022
  • 00:04
shopping

After the acquisition spree

CI’s CEO says firm is still in the early stage of its new strategy

growth-chart-rise

Dividend hikes punctuate successful quarter for financial services firms

Only two of 42 companies reported losses in Investment Executive's Profit Survey

target group

OSC targets shrinking shelves, tied selling

Ontario government has demanded action

black hole

What to do when bonds have negative real yields

Ideas on how to solve this portfolio dilemma

David Barr

A private equity approach to public markets

David Barr is Investment Executive’s Mutual Fund Manager of the Year

handing a folded heart from one hand to another

No better time for in-kind donations

Surging markets and charities in need create a planning opportunity

2022 outlook

2022 outlook mixed amid renewed pandemic uncertainty

Economic growth for the next few years looks healthy, if bumpy

OSC efforts undermined by lobbying and politics, says audit

Report casts doubt on regulator’s independence

under the microscope

OBSI under the microscope, again

Little action has been taken since previous review in 2016

woman jumping ship and leaving

Sun Life clients get access to independent life agents

Move sparks discussion about captive model and compensation

Laura Paglia

A steady hand at the IIAC helm

Amid “lightning fast” industry transformation, Laura Paglia looks to deal with issues such as technology, regulation and ESG

  • By: Katie Keir
  • November 22, 2021 November 22, 2021
  • 00:05
megaphone

Proposed prospectus exemption raises alarm

CSA proposal could lead to more pump-and-dump schemes

group collaboration

Broad support for new SRO

But stakeholders say board representation for financial advisors and smaller players is inadequate

Jonathan Lin

From cold calling to top honours

Jonathan Lin, this year’s IIAC Top Under 40 Award winner, began by phoning members of professional associations

  • By: Leah Golob
  • November 1, 2021 November 2, 2021
  • 00:12
locked account

Manitoba hands over-65s the keys to their LIRAs

Only Saskatchewan takes a more liberal approach to locked-in accounts

map of the 2021 top marginal tax rates in Canada

High-income earners need specialized advice

As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial

Justin Trudeau and Chrystia Freeland

Liberals’ tax proposal tracker

Find out the status of the proposals and promises that matter to your clients

2021 year ending, 2022 coming soon

Year-end tax tips

Dec. 31 is a significant deadline for many tax strategies

Queen's park, Ontario

New Ontario securities law to reset regulatory balance

“Platform” legislation would grant the OSC broader rule-making power

time's up

Landmark transparency deadline looms for trustees

New rule changes will pierce the privacy enjoyed by trusts that hold family cottages and other assets

tax penalty

Client education key to TFSA compliance

Investors who make honest mistakes can receive harsh penalties from the CRA