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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

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

Planning and Advice

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

By Jonathan Got |May 14, 2024

4 min read

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 Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Industry Insights

Net Zero: Seizing the opportunities of an economy in transition

How adopting emission reduction targets can benefit investors

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

Regulation

Court rejects challenge to SEC’s ESG disclosure rule

States failed to establish standing to oppose the rule

By James Langton |May 14, 2024

2 min read

Industry

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

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

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

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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?

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

Market Opportunities Amid Improving Economic Growth

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

Featuring Michael Sager|April 22, 2024

From

Webinar

All webinars →

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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.

Trending

Featured Columnists

Coreen Sol

Kevin Wark

Doug Carroll

What’s happening with Emerge ETFs?

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

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