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Mid-November 2022

News

Stubbornly high inflation limits the options

Voluntary structures lack governance and transparency, IOSCO charges

Challenging markets have led to lower assets, sales

Whether serving professionals who are moving across the U.S./Canada border or helping clients deal with a large inheritance, Shiraz Ahmed says listening to clients is…

ETF investors' tax bills for the 2022 tax year could be higher than under the previous formula

Building Your Business

In many cases, doing nothing is the best option

Financial advisors must look for flexibility in spending, taxation and government benefits

The rules are changing for older and vulnerable clients as the proportion of Canadians navigating retirement increases

When setting a retirement date, several factors must be considered, including clients’ goals, circumstances and worst-case scenarios

These annuities are designed to help clients reduce longevity risk. Pension experts call for wider availability

The proposed regime will allow the CRA to identify accounts that have grown significantly

Focus on Products

Funds that employ currency hedging have lagged this year

Comment & Insight

Editorial: Given the importance of shifting to more sustainable economic growth, regulators have a duty to make carbon markets work

Only 29% of eligible voters cast ballots in the municipal election