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Tax & Estate

Income splitting revisited

Options to address attribution rules include planning with life insurance

By Kevin Wark |April 15, 2024

4 min read

Industry

Title protection harmonization faces bumpy road

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

By Michelle Schriver |April 12, 2024

3 min read

Industry

Industry moves this week

Notable news comes from banking, and a new leader joins Sterling Mutuals

By Katie Keir |April 15, 2024

2 min read

Tax News

Feds boost home buyers plan withdrawal limit to $60,000

Expanded HBP, combined with FHSA, could help first-time buyers build down payment faster

By Rudy Mezzetta |April 11, 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.

Policy

Fed rate cut unlikely in June, Moody’s says

U.S. inflation surprise clouds rate cut picture, rating agency suggests

By James Langton |April 15, 2024

2 min read

Tax

What is a qualifying home under FHSA rules?

A broad range of residential property counts

By Rudy Mezzetta |April 11, 2024

5 min read

Policy

Feds propose loan program for secondary suites

Homeowners could soon access up to $40,000 in low-interest loans

By Staff |April 15, 2024

2 min read

Your Business

Partnering like a pro

In this new column, we look at how two professionals benefit from working together — and what you can learn

By Melissa Shin |April 9, 2024

6 min read

Products

Private markets becoming more accessible, but due diligence needed

Compared to public markets, private markets have less transparency and offer less liquidity

By Jonathan Got |April 12, 2024

3 min read

Tax News

Feds to propose funding for CRA real estate audits in budget

Ottawa said it is targeting tax fraud in the housing sector

By Rudy Mezzetta |April 12, 2024

3 min read

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Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

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Handling corporate proxy fights

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Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

What’s happening with Emerge ETFs?

Businessman looking through a magnifying glass at documents.

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

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

Emerge ETFs financials show $2.5 million in receivables due from manager

By Melissa Shin and Mark Burgess |April 14, 2023

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Preparing Portfolios for Potential Volatility

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

Featuring David Wong|April 8, 2024

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Opportunities in Corporate Bonds

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

Featuring Pablo Martinez|March 28, 2024

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Private Credit Resilience Provides Opportunity for Yield

Non-cyclicals, longer-term investing are a winning combo, portfolio manager says.

Featuring Mitchell Goldstein|March 25, 2024

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Developments to Watch in ESG Investing

Get set for a dynamic year ahead, portfolio manager says.

Featuring Aaron White|March 18, 2024

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Webinar

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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.

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Doug Carroll

Mark Rosen

Sam Sivarajan

What’s happening with Emerge ETFs?

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

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