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Liberal tax promise tracker, post-2024 budget edition

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

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

Steve Hawkins hires Evermore founder as LongPoint COO

LongPoint will focus on white labelling and also plans to launch its own passive ETFs

By Melissa Shin |May 10, 2024

4 min read

Economic Indicators

Housing is a tale of two markets

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

By Maddie Johnson |May 13, 2024

2 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.

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

CI reports retail fund outflows of $1.3 billion in Q1

Firm posts $154.4-million loss as investors exit balanced funds, cash-like products

By Rudy Mezzetta |May 10, 2024

3 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

Julie Martini moves to Ontario Chamber of Commerce

And Richardson Wealth snags a $500M team from TD

By Katie Keir |May 10, 2024

2 min read

Fintrac hits Binance with $6M fine

Firm sanctioned over reporting, registration failures

By James Langton |May 9, 2024

1 min read

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

Planning and Advice

Client meetings: in person or virtual?

Clients did not have the same preferences for in-person meetings as planners

By Jonathan Got |May 8, 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 →

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

Doubleline

Market Opportunities Amid Improving Economic Growth

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

Featuring Michael Sager|April 22, 2024

From

Webinar

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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.

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