How AI will accelerate the energy transition
Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities
- By: John Cook
- May 15, 2024 May 15, 2024
- 16:00
Top Stories in Insight
Proposed increase to capital gains tax requires action
Here are seven steps for advisors
- By: Michael Nairne
- May 8, 2024 May 9, 2024
- 15:22
Editorials
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
Columns
Central banks walking a tightrope
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
- By: Steve Locke
- March 28, 2024 March 28, 2024
- 15:00
Columns
Unlocking tax alpha in client portfolios
These five strategies enhance tax efficiency in non-registered accounts
- By: Robert Wilson
- March 20, 2024 March 20, 2024
- 15:00
How your clients can benefit from the transition in private equity
The time is ripe for investors to add these funds to their portfolios
- By: Allan Seychuk
- March 6, 2024 March 6, 2024
- 16:15
Balance your client’s inheritances with hotchpot and release clauses
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
- By: Michael Kulbak
- February 28, 2024 February 28, 2024
- 15:00
Building a better Canadian equities portfolio
Market changes and research support a momentum strategy
- By: Michael Nairne
- January 31, 2024 January 31, 2024
- 16:00
Letters to the Editor
Letter: Misleading sales pitches impede investor decisions
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
- By: John De Goey
- January 29, 2024 January 29, 2024
- 10:02
Columns
Don’t forget about RESPs when planning for your client’s estate
Advisors can help clients avoid potential complications
- By: R. Paul Thorne
- January 10, 2024 January 10, 2024
- 15:48
Amid slower growth, investors can seize these opportunities in 2024
Drive returns for clients with fixed income, the energy transition and innovative companies
- By: Lesley Marks
- December 13, 2023 December 13, 2023
- 10:00
Columns
Make more for your client by losing less
Defensively constructed portfolios can outperform in the long run
- By: Robert Wilson
- December 13, 2023 December 12, 2023
- 10:00
Columns
Planning for cash flow after death
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
- By: Michael Kulbak
- December 8, 2023 December 8, 2023
- 15:35
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 10, 2025 December 10, 2025
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- December 4, 2025 December 9, 2025
- 12:25
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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