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Advisors and fund managers are ready for T+1

Any time you shorten a settlement cycle, you reduce risk, CCMA head says

By Melissa Shin |May 21, 2024

6 min read

Tax

When is the latest I can sell an asset prior to June 25?

Waiting until the last minute is a bad idea, tax experts say

By Melissa Shin |May 17, 2024

4 min read

Tax Strategies

Cap gains hike will hit estate-planning trusts hard

Capital gains not flowed out to beneficiaries are “trapped” in the trust at death

By Rudy Mezzetta |May 17, 2024

4 min read

Planning and Advice

Trusted contact restores communication after clients defrauded

Advisor shares experience plus tips for naming TCPs

By Michelle Schriver |May 15, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Industry Insights

Net Zero: Seizing the opportunities of an economy in transition

How adopting emission reduction targets can benefit investors

Your Business

Do your diligence when switching firms

Having a personal brand can help you retain clients during a transition

By Noushin Ziafati |May 13, 2024

4 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

Shift to T+1 poses short-term risk: Moody’s

Ultimately, reduced settlement cycle will pay off for overall financial system

By James Langton |May 13, 2024

2 min read

Tax News

Liberal tax promise tracker, post-2024 budget edition

Feds won’t change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government

By Melissa Shin |May 14, 2024

5 min read

Market Insights

A playbook for bond investors

With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy

By Maddie Johnson |May 17, 2024

2 min read

Industry News

Boosting bank competition without sacrificing safety

Open banking, fintech can enhance innovation, DBRS Morningstar says

By James Langton |May 21, 2024

2 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.

Businessman reading document contract papers with magnifying glass at office desk, close up with selective focus

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 →

A Playbook for Bond Investors

With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy.

Featuring Adam Ditkofsky, CFA|May 17, 2024

From

Housing Is a Tale of Two Markets

Demand for detached homes versus condos diverges ahead of interest rate cuts, economist says.

Featuring Benjamin Tal|May 13, 2024

From

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

From

A Fixed-Income Strategy to Weather Any Landing

Position portfolios for uncertain economic outcome, portfolio manager says.

Featuring Jeffrey Mayberry|April 29, 2024

From

Webinar

All webinars →

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What is the future of ESG?

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

This virtual roundtable replay 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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Wednesday, May 8, 2024 at 1:00 pm ET

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