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Insurance businessman parachute

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.
Columns

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

Businessman calculating and checking articles of agreemen
Columns

Volatility affects all your client’s assets, including their business

A client scenario shows the importance of inquiring about assets you don’t administer

Businessman with yellow insurance umbrella looking over city
Columns

Investors must remain steadfast amid volatility and rate hikes

Here’s how advisors can prepare portfolios

Entrance to Financial Services Regulatory Authority of Ontario
Letters to the Editor

Letter: Ontario’s title protection framework is long overdue

Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke

  • By: Huston Loke
  • September 23, 2022 September 23, 2022
  • 10:22
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts
Letters to the Editor

Letter: Policy implementation shouldn’t be a partisan issue

Cited risks from collaboration with industry are unfounded, writes Paul Bourque

Hand holding a light bulb
Columns

Reconsidering retirement as a value proposition

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
Filling out Canadian tax documents
Columns

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

Canada, provinces, map, red
Columns

Replacing Canada’s most important number

Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

  • By: Jack Rando
  • August 9, 2022 August 9, 2022
  • 09:25
client meeting
Columns

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

push off cliff
Letters to the Editor

Letter: Investors pay the price for rules that should never have existed

The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko

Power of attorney text concept isolated over white background
Columns

Who has the power?

Understanding power of attorney versus trusted contact person

businessman searching with binoculars
Columns

The outlook for 2022’s second half

Economies brace for slower economic growth

Guardian Capital acquires majority of Ontario investment counselling firm

CEO Ken Rae sells his stake but stays on as key leader

Pharmacare a promise Trudeau might come to regret

The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma

Starting the decade off right

Editorial

  • By: IE Staff
  • January 17, 2020 January 14, 2020
  • 00:02

How to distinguish yourself during estate administration

Jump the credibility curve with executors and beneficiaries

Avoid the transfer-out train

Safeguard your business by knowing your client’s PoA and executor

Conservative victory looking more realistic

Column: Liberals finally get their wedge issues, but they may not be enough to save Trudeau

Letter: Lament over modernization task force is misplaced

Disappointment rests on a mistaken presumption, writes Ian Russell

Letter: Greatest climate-related risk is government and regulatory interference

Humans can continue to adapt to the historically modest changes recently seen in our climate, writes David McGruer

Letter: An investor’s perspective on the regulatory treadmill

In most instances, the industry has only itself to blame for the protracted and costly nature of policymaking in this country, writes Harvey Naglie