Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
These five strategies enhance tax efficiency in non-registered accounts
The time is ripe for investors to add these funds to their portfolios
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
Market changes and research support a momentum strategy
To be seen as professionals, advisors must be reasonable and transparent, writes John De Goey
Advisors can help clients avoid potential complications
Drive returns for clients with fixed income, the energy transition and innovative companies
Defensively constructed portfolios can outperform in the long run
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Advisors can help reduce inflation’s impact
New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents
CEO Ken Rae sells his stake but stays on as key leader
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
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Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape
Here’s your helpful guide to advising clients on a complex estate sales process
New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie
A better solution is to start a compensation fund, writes lawyer Joseph Groia
Behavioural design is no silver bullet, writes Harvey Naglie