We need to stop talking about independence
Editorial: Independence has become a loaded term, with no consensus around what it really means
- By: IE Staff
- February 7, 2025 February 7, 2025
- 15:04
Latest news in Comment & Insight
Quebec to drop withdrawal limit for LIFs in 2025
Move will give clients more flexibility for retirement income and tax planning
- By: Rudy Mezzetta
- November 11, 2024 November 8, 2024
- 00:10
Poor track record on financial literacy demands a new approach
Editorial: FCAC should ramp up its emphasis on behavioural design
- By: IE Staff
- November 11, 2024 November 8, 2024
- 00:10
B.C. files four unexplained wealth orders so far
Two provinces fight crime with expanded civil forfeiture powers
- By: Rudy Mezzetta
- October 15, 2024 October 14, 2024
- 00:10
In the hands of bureaucrats, investor advocacy risks losing some of its fire
Editorial: Output of regulators’ advisory panels has been disappointing
- By: IE Staff
- October 15, 2024 October 14, 2024
- 00:10
Fraudsters can now escape penalties through bankruptcy. That’s absurd
Editorial: Fortunately, the court laid out a solution to the consequences of its decision
- By: IE Staff
- September 13, 2024 September 12, 2024
- 00:05
Capital gains tax hike results in rate inversion for some Canadians
Top earners in four jurisdictions may face a higher tax rate on capital gains than on eligible dividends
- By: Rudy Mezzetta
- September 9, 2024 September 11, 2024
- 13:55
Uncooperative co-executor passed over by court
Case illustrates the risks of appointing multiple executors
- By: Michael McKiernan
- June 5, 2024 June 4, 2024
- 09:01
Where Saskatchewan leads, other provinces must follow
Editorial: More political will must be exercised to get reforms across the finish line
- By: IE Staff
- June 5, 2024 June 4, 2024
- 09:00
The fight over CRM2 was worth $7.6 billion
Editorial: Improved transparency affected both investor and industry behaviour
- By: IE Staff
- May 13, 2024 May 9, 2024
- 00:04
Provinces nibble at the margins of marginal rates
Nova Scotia to begin indexing, P.E.I. cuts taxes and Alberta plans for a new bracket
- By: Melissa Shin
- May 13, 2024 May 9, 2024
- 00:02
Regulators must stand firm on binding authority for OBSI
Editorial: The idea that OBSI is biased against the industry doesn’t fit with the facts
- By: IE Staff
- March 11, 2024 March 11, 2024
- 00:15
Invalid wills: How far is too far?
Ontario courts have the power to validate unsigned, unwitnessed documents as wills, raising risks for executors
- By: Rudy Mezzetta
- March 11, 2024 March 7, 2024
- 00:09
As SRO reform progresses, there should be value for investors
Editorial: The rule book rewrite shouldn’t simply be an exercise in slimming down the volume of regulations
- By: IE Staff
- February 12, 2024 February 15, 2024
- 00:08
How top tax rates have risen over the past decade
Eight provinces have top combined tax rates exceeding 50%
- By: Rudy Mezzetta
- February 12, 2024 February 13, 2024
- 00:02
Despite progress, OBSI’s dream of binding resolution remains deferred
Editorial: While the CSA’s proposal is a good first step, that’s all it is
- By: IE Staff
- December 11, 2023 December 7, 2023
- 00:10
Facing high probate tax, Nova Scotians can’t use dual wills to escape
Province tops Canada with 1.7% probate tax on the value of an estate
- By: Rudy Mezzetta
- December 11, 2023 December 13, 2023
- 00:07
Manitoba and B.C. target “unexplained” wealth
Orders compel people to disclose how they acquired suspicious assets
- By: Rudy Mezzetta
- November 13, 2023 November 15, 2023
- 00:13
Glorianne Stromberg’s legacy
Editorial: Stromberg fought the good fight, and Canada’s retail investors are dramatically better off as a result
- By: IE Staff
- November 13, 2023 November 9, 2023
- 00:11
Regulators must step up for harmed investors
Editorial: The CSA has yet to deliver on its promised proposal to give OBSI binding authority
- By: IE Staff
- October 16, 2023 November 10, 2023
- 00:04
Enforcement money should be spent on investors
Editorial: The OSC should be doing more to return money to harmed investors
- By: IE Staff
- September 18, 2023 September 14, 2023
- 00:05
Alberta delivers big tax break to small donors
New 60% rate for donations below $200 takes effect this year
- By: Rudy Mezzetta
- September 18, 2023 September 14, 2023
- 00:01
Crackdown on empty accolades a win for clients and advisors alike
Editorial: With their warning, the regulators acknowledged that pay-to-play awards are not harmless puffery
- By: IE Staff
- August 28, 2023 August 24, 2023
- 00:09
Gift or loan? Court case shows importance of documenting intentions
Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift
- By: Rudy Mezzetta
- August 28, 2023 August 29, 2023
- 00:06
Canada must modernize financial legislation
Opinion: Failure to adapt risks leaving the nation behind