Products 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 Trending Industry Insights Is 65 the new 45? Canadians today are facing the longest retirements ever. 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. 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 Industry Cardinal Point teams with Gavin Hockey Wealth Specialists Combined firm will serve about 200 current and retired pro hockey players By Jonathan Got |May 16, 2024 2 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 Featured Columnists View all → → 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? 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 → 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. Sponsored by Watch now and earn CE credits We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy. I agree Read More