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Advisors and fund managers are ready for T+1

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

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

Freeland says capital gains proposal will be tabled before summer break

The government says that even if a bill has not yet passed, the change will take effect on June 25

By Nojoud Al Mallees, The Canadian Press |May 21, 2024

2 min read

Market Insights

Mortgage performance still strong: Fitch

Robust job market is keeping delinquencies low for now

By James Langton |May 21, 2024

1 min read

Is 65 the new 45?

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Energizing the Future: Skyline Clean Energy Fund’s Role in Canada’s Renewable Revolution

Partner Reports

Energizing the Future: Skyline Clean Energy Fund’s Role in Canada’s Renewable Revolution

Learn about Skyline Clean Energy Fund, an equity growth fund offering investors access to renewable infrastructure assets backed by long-term government contracts. Skyline Clean Energy Fund is helping Canada transition to clean energy, while simultaneously providing investors with historically stable returns.

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

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

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

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

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

Coreen Sol

Strategy for consistent performance is often most difficult one to adopt

May 7, 2024|4 min read

Kevin Wark

Income splitting revisited

April 15, 2024|4 min read

Doug Carroll

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

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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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