Unexpected tax consequences when accessing real estate equity
Interest deductibility may be at stake
- June 18, 2021 June 18, 2021
- 14:18
Top stories
Frank Di Pietro
Court approves $100-million BMO class action settlement over FX fees
The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000
- June 18, 2021 June 18, 2021
- 17:11
Richardson Wealth strikes deal with Envestnet to provide UMA platform
The brokerage's investment in technology is a key part of its new growth strategy
- June 21, 2021 June 21, 2021
- 11:33
Most people who saved more last year saved nothing for retirement
Household savings may be up, but retirement savings are down, a survey suggests
- By: Staff
- June 17, 2021 June 17, 2021
- 11:30
TFSA holders on the hook for overcontribution tax — even if account is worthless
A quirk in the TFSA overcontribution waiver rules could lead to taxes owed on a zero-dollar account
- By: Rudy Mezzetta
- June 16, 2021 June 16, 2021
- 10:43
Bank buffer boost a sign of belief: DBRS
OSFI's decision to rebuild capital shows faith in banks' strength and the economic recovery
- By: James Langton
- June 18, 2021 June 18, 2021
- 12:27
Record rise in mortgage debt, StatsCan reports
Mortgage borrowing saw its largest month-over-month increase in April
- By: James Langton
- June 18, 2021 June 18, 2021
- 12:04
Preparing for inflation, whether it’s temporary or not
Investors should consider how rising prices could affect their portfolios
- By: Mark Burgess
- June 16, 2021 June 16, 2021
- 16:45
Franklin Templeton announces launch of several new funds
The firm has also lowered fees and changed the investment objectives of existing funds
- By: Staff
- June 18, 2021 June 18, 2021
- 11:49
ETF sales trail mutual funds in May
According to IFIC, mutual funds had net sales of $8.4 billion, while ETFs had $7.6 billion
- By: Staff
- June 17, 2021 June 17, 2021
- 15:44
Arrow Capital announces fund merger
The planned fund merger will take place on June 25
- By: Staff
- June 18, 2021 June 18, 2021
- 10:15
BCSC settles with Crystal Wealth fund manager
Rep violated suitability obligations by investing clients in funds with risky holdings
- By: James Langton
- June 17, 2021 June 17, 2021
- 15:27
AMF enforcement leads to $5.5M in fines, increased investor reimbursement
The Quebec regulator achieved its objectives despite the pandemic
- By: Michelle Schriver
- June 17, 2021 June 17, 2021
- 17:25
Canadian population growth resumed in Q1, RBC reports
Immigration reignited growth after the pandemic's "lost year"
- By: Staff
- June 17, 2021 June 17, 2021
- 17:06
EI filings surged alongside lockdowns: StatsCan
Ontario's latest stay-at-home orders met with jump in EI claims
- By: James Langton
- June 17, 2021 June 17, 2021
- 13:15
OSFI to raise domestic stability buffer for big banks
The amount of capital the banks must hold to cover unexpected losses will rise to 2.5%
- By: The Canadian Press
- June 17, 2021 June 17, 2021
- 10:04
How to redirect your printed copy of Advisor’s Edge
If you’re not going to the office, our team can help you
- By: Staff
- April 1, 2020 February 24, 2021
- 10:21
As housing prices soar, advisors are adjusting their strategies
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
ESG interest on the rise, but so is fear of greenwashing
The final day of the RIA conference focused on retail advisors
- By: Katie Keir and Rudy Mezzetta
- June 11, 2021 June 11, 2021
- 16:42
How do you measure the impact of an impact investment?
Choosing products that deliver real-world results is a challenge for the industry
- By: Greg Dalgetty
- June 11, 2021 June 11, 2021
- 09:03
Client-focused reforms and advisor compensation
New rules coming into effect June 30 require advisors to address material conflicts
- By: Michelle Schriver
- June 10, 2021 June 10, 2021
- 14:44
