The Bridging Finance case
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
- December 7, 2022
Latest Special Reports
Special Report on Retirement 2022
As inflation continues to affect retirees' portfolios, you'll need a strategy for maximizing retirement income. This Special Report on Retirement helps you plan for adjustments…
- November 20, 2022
Special Report on Taxes 2022
This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into…
- October 30, 2022
Debt in a time of rising rates
In June, the Bank of Canada raised rates for the second time this year, putting the benchmark interest rate at 1.5%. How will rising rates…
- June 17, 2022
Special Report on Retirement 2021
With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year's Special Report on Retirement provides insights on inflation-proofing portfolios, managing…
- November 22, 2021
Special Report on Taxes 2021
The re-election of a minority Liberal government creates tax-planning opportunities and challenges for clients during another tumultuous year.
- October 31, 2021
Tracking Ontario’s estate law reform
The Covid-19 pandemic accelerated the pace of change, with permanent virtual will witnessing just one of the reforms that could be enacted.
- October 28, 2021
Canada Votes 2021
Canada’s 44th election takes place on Sept. 20, and Investment Executive is exploring the issues that matter to financial advisors and their clients. Here is…
- September 23, 2021
Diving into the disability tax credit
In this series, Investment Executive examines the challenges and opportunities associated with the federal disability tax credit and related support programs for eligible Canadians.
- September 19, 2021
Focus on ESG
Sustainable mutual funds and ETFs have become more popular over the past decade. As the market grows, so does the importance of understanding the full…
- April 18, 2021