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Planning and Advice

Realizing capital gains for CCPCs before June 25

Business owner’s compensation is one of several factors to consider

By Benjamin Felix and Mark Soth |May 8, 2024

5 min read

Industry

Steve Hawkins hires Evermore founder as LongPoint COO

LongPoint will focus on white labelling and also plans to launch its own passive ETFs

By Melissa Shin |May 10, 2024

3 min read

Tax Strategies

Principal residence exemption: choosing which home to claim

Homeowners must now consider the proposed higher capital gains inclusion rate

By Rudy Mezzetta |May 7, 2024

4 min read

Industry

CI reports retail fund outflows of $1.3 billion in Q1

Firm posts $154.4-million loss as investors exit balanced funds, cash-like products

By Rudy Mezzetta |May 10, 2024

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

Why investors should consider buffer ETFs

Find out why buffer ETFs can provide a solution in various market conditions.

Industry

Julie Martini moves to Ontario Chamber of Commerce

And Richardson Wealth snags a $500M team from TD

By Katie Keir |May 10, 2024

2 min read

Regulation

Fintrac hits Binance with $6M fine

Firm sanctioned over reporting, registration failures

By James Langton |May 9, 2024

1 min read

Tax News

Tax group asks feds to allow deemed sales ahead of capital gains change

Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says

By Rudy Mezzetta |May 6, 2024

3 min read

Regulation

Climate investment taxonomy would prevent greenwashing, confusion: experts

Government is working to launch taxonomy “as soon as possible,” Freeland says

By Noushin Ziafati |May 9, 2024

3 min read

Planning and Advice

Client meetings: in person or virtual?

Clients did not have the same preferences for in-person meetings as planners

By Jonathan Got |May 8, 2024

2 min read

Economic Indicators

Employment strength raises doubts about June rate cut

The April employment gain was the largest monthly increase since January 2023

By Nojoud Al Mallees, The Canadian Press |May 10, 2024

3 min read

Featured Columnists

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Coreen Sol

Strategy for consistent performance is often most difficult one to adopt

May 7, 2024|4 min read

Kevin Wark

Insurance

Income splitting revisited

April 15, 2024|4 min read

Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

April 9, 2024|4 min read

What’s happening with Emerge ETFs?

A man inspects digital file with a magnifying glass.

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Businessman looking through a magnifying glass at documents.

Emerge ETFs unitholder calls for greater oversight

By Melissa Shin |April 29, 2024

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

All Podcasts →

Bull Energy Market Has Room to Run

Amid net-zero transition, oil won’t go out with a whimper, portfolio manager says.

Featuring Daniel Greenspan|May 6, 2024

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A Fixed-Income Strategy to Weather Any Landing

Position portfolios for uncertain economic outcome, portfolio manager says.

Featuring Jeffrey Mayberry|April 29, 2024

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Market Opportunities Amid Improving Economic Growth

Balanced portfolio delivers over long term, multi-asset manager says.

Featuring Michael Sager|April 22, 2024

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What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek|April 17, 2024

From

Webinar

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What is the future of ESG?

Wednesday, May 8, 2024 at 1:00 pm ET

This virtual roundtable will discuss how ESG will adapt for the future and what investment products and themes could emerge.

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Featured Columnists

Coreen Sol

Kevin Wark

Doug Carroll

What’s happening with Emerge ETFs?

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