Home | Advisor.ca

Your Business

How to give negative feedback to your team

Open line of communication with staff could prevent issues down the line

By Noushin Ziafati |April 22, 2024

4 min read

Tax News

Bare trusts still must file a UHT return

April 30 deadline looms for 2022 and 2023 UHT returns

By Rudy Mezzetta |April 19, 2024

3 min read

Tax News

Budget softens mandatory tax disclosure regime

While financial advisors are still subject to the rules, the budget change could undermine lawyers Charter challenge of the regime

By Michael McKiernan |April 23, 2024

3 min read

Market Insights

Fund sales slip in March, but assets rise: IFIC

ETFs outperform mutual funds in both net sales, asset gains

By James Langton |April 23, 2024

2 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

How One Advisor Doubled His Book in Six Years

Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.

Industry

CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read

Tax News

Underused housing tax to generate $694 million: PBO

PBO said the costs to administer the UHT could “significantly reduce” revenue generated

By Rudy Mezzetta |April 19, 2024

3 min read

Regulation

Nature, workforce risks next on ISSB’s agenda

Standards setter defines its policy direction beyond climate disclosures

By James Langton |April 23, 2024

2 min read

Tax News

Federal budget 2024: What you need to know

All of Advisor.ca’s 2024 federal budget coverage in one place

By Staff |April 16, 2024

1 min read

Policy

Equifax testing use of rent data for credit scores

Policy could be a double-edged sword for renters, advocates warn

By The Canadian Press |April 23, 2024

2 min read

U.S. election outcome looms large for Canada

Risk of a trade war, inflation, higher interest rates accompanies U.S. vote

By James Langton |April 23, 2024

2 min read

Featured Columnists

View all

Kevin Wark

Insurance

Income splitting revisited

April 15, 2024|4 min read

Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

April 9, 2024|4 min read

Mark Rosen

Investments

Handling corporate proxy fights

March 14, 2024|3 min read

What’s happening with Emerge ETFs?

Businessman reading document contract papers with magnifying glass at office desk, close up with selective focus

Businessman looking through a magnifying glass at documents.

ETF Exchange traded fund Trading Investment Business finance concept on virtual screen.

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

How to improve confidence in ETFs

By Melissa Shin |March 25, 2024

All Podcasts →

Market Opportunities Amid Improving Economic Growth

Balanced portfolio delivers over long term, multi-asset manager says.

Featuring Michael Sager|April 22, 2024

From

What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek|April 17, 2024

From

Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

From

Opportunities in Corporate Bonds

Investors can take advantage of higher yields, inverted curve, portfolio manager says.

Featuring Pablo Martinez|March 28, 2024

From

Webinar

All webinars →

A man and a woman studying an iPad in professional setting

Maximize opportunities: Insurance lending as a key to growing your business

Thursday, April 25, 2024 at 1:00 pm ET

Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

Trending

Featured Columnists

Kevin Wark

Doug Carroll

Mark Rosen

What’s happening with Emerge ETFs?

From

From

From

From

Thursday, April 25, 2024 at 1:00 pm ET

Sponsored by