Strategies to protect clients’ retirement income
Advisors can help reduce inflation’s impact
- By: Luc Lafleur
- November 27, 2023 November 23, 2023
- 15:00
Top Stories in Insight
Strengthening oversight and accountability of the life insurance sector
New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents
- By: Huston Loke
- November 14, 2023 November 14, 2023
- 15:00
Elevated inflation risk requires portfolio modifications
Here are six ways to manage the challenge
- By: Michael Nairne
- November 1, 2023 November 1, 2023
- 15:00
Help clients get value from tax prep services
Amid automatic tax filing, a proactive approach is required
- By: Michael Kulbak
- August 23, 2023 August 23, 2023
- 15:00
Rate hikes may soon end, but caution still warranted
Balanced portfolios favouring bonds will help investors ride out economic uncertainty
- By: Steve Locke
- August 21, 2023 August 21, 2023
- 15:00
Alternative investments are rewriting the rules of risk management
Consider these three implications for client portfolios
- By: Michael Nairne
- July 13, 2023 July 13, 2023
- 15:00
What if stock and bond correlations are here to stay?
Column: Reconsider the assumption that government bonds outperform during equity sell-offs
- By: Robert Wilson
- July 5, 2023 October 7, 2024
- 15:00
New retirement realities call for new portfolio strategies
Reconstruction should focus on client needs, risk mitigation
- By: Luc Lafleur
- June 20, 2023 June 19, 2023
- 06:00
Shift your paradigm to after-tax portfolio management
Implement these five steps to better serve affluent clients
- By: Michael Nairne
- June 7, 2023 June 7, 2023
- 15:00
Investors can remain confident despite new-age banking crisis
Reassure clients to keep them focused on their long-term objectives
- By: Lesley Marks
- May 1, 2023 May 1, 2023
- 15:12
The prudent investor rule unpacked
Help clients consider an investment policy statement in their wills
- By: Michael Kulbak
- April 12, 2023 April 12, 2023
- 15:00
Investing as monetary policy tightens
Help clients ride out the storm with well-structured portfolios
- By: Steve Locke
- April 5, 2023 April 5, 2023
- 15:00
Bare trust debacle makes fools of the law-abiding
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
- By: IE Staff
- March 29, 2024 March 29, 2024
- 12:38
Guardian Capital acquires majority of Ontario investment counselling firm
CEO Ken Rae sells his stake but stays on as key leader
- By: Greg Meckbach
- June 28, 2022 June 28, 2022
- 10:02
Pharmacare a promise Trudeau might come to regret
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
- By: Gord McIntosh
- June 16, 2021 August 17, 2021
- 17:22
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- December 4, 2025 December 9, 2025
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- December 1, 2025 December 4, 2025
- 09:06
Letter: A déjà vu moment for bank sales practices
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
- By: Harvey Naglie
- December 5, 2024 December 5, 2024
- 17:21
Letter: OSC’s proposed disgorgement provisions are unfair and inadequate
A better solution is to start a compensation fund, writes lawyer Joseph Groia
- By: Joseph Groia, with Sabrina Heaman
- December 3, 2024 December 3, 2024
- 13:15
Letter: A case for rethinking investor education
Behavioural design is no silver bullet, writes Harvey Naglie
- By: Harvey Naglie
- November 18, 2024 November 18, 2024
- 11:28