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Technology

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

3 min read

Policy

Capital gains changes not in proposed budget bill

The changes are expected to come in a separate piece of legislation

By Nojoud Al Mallees, The Canadian Press and Staff |April 30, 2024

2 min read

Market Insights

A fixed-income strategy to weather any landing

Position portfolios for uncertain economic outcome, portfolio manager says

By Staff |April 29, 2024

3 min read

Tax Strategies

Don’t rush to sell assets due to higher inclusion rate, experts say

Determining how long the client was going to hold the asset is an important factor in the decision

By Rudy Mezzetta |April 30, 2024

5 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

How Structured Notes Entered the Mutual Fund World

After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.

Products

Emerge ETFs unitholder calls for greater oversight

Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds

By Melissa Shin |April 29, 2024

6 min read

Your Business

Firing a team member: when and how

Ask yourself some key questions before letting someone go, experts say

By Noushin Ziafati |April 26, 2024

5 min read

Tax News

CRA releases FHSA return for taxes owing

FHSA holders may trigger tax when they overcontribute or hold non-qualified investments

By Rudy Mezzetta |April 26, 2024

3 min read

Economic Indicators

Fed’s new challenge: Spend-happy consumers

Work-from-home trend, wealthy retirees drive shifts in U.S. consumer patterns

By James Langton |April 29, 2024

2 min read

Tax News

CRA to charge 9% interest on overdue tax in Q3

Prescribed rate to dip as inflation eases

By Rudy Mezzetta |April 24, 2024

2 min read

Tax News

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Economic Indicators

Canadians’ outlook on retirement is declining, report finds

Having a financial plan and consulting an advisor, however, can help

By Noushin Ziafati |April 30, 2024

2 min read

Featured Columnists

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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

Mark Rosen

Investments

Handling corporate proxy fights

March 14, 2024|3 min read

What’s happening with Emerge ETFs?

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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 →

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

Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

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What’s happening with Emerge ETFs?

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