Home | Advisor.ca

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

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

Regulation

Former fund rep sanctioned for exceeding registration

Fund rep could fill out basic information, but not KYC info, on investment dealer accounts

By James Langton |May 7, 2024

2 min read

Industry

Second bill on open banking expected in the fall

Screen scraping would be phased out over time

By Jonathan Got |May 7, 2024

2 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Expert Advice

Are buffer ETFs suitable for your clients?

Learn how buffer ETFs can benefit investors by integrating risk management into their investment portfolios.

Regulation

OSC wants to see better advice from banks

The regulator also wants to toughen enforcement and focus more on DIY investors

By James Langton |May 3, 2024

3 min read

Market Insights

Bull energy market has room to run

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

By Maddie Johnson |May 6, 2024

3 min read

Your Business

Ethics, compliance factors to consider in referral arrangements

Ensure the professionals you partner with can deliver on their value propositions, industry vet says

By Noushin Ziafati |May 1, 2024

3 min read

Your Business

How to determine if it’s time to staff up

The ideal team size is different for every business, but clues are everywhere

By Allan Janssen |May 1, 2024

4 min read

Investments

ESG discussions with clients lacking, research suggests

Secret shopper exercise highlights the need to align client goals with appropriate investments

By Noushin Ziafati |May 6, 2024

2 min read

Industry

Green bond issuance rebounds in Q1: Moody’s

New issue activity on track to meet US$950 billion full-year forecast

By James Langton |May 6, 2024

2 min read

Featured Columnists

View all

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?

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 →

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

Market Opportunities Amid Improving Economic Growth

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

Featuring Michael Sager|April 22, 2024

From

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

All webinars →

Glowing keyhole surrounded by yellow and green dots.

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.

Trending

Featured Columnists

Kevin Wark

Doug Carroll

Mark Rosen

What’s happening with Emerge ETFs?

From

From

From

From

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

Sponsored by