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Regulation

Regulators update warning on advisor awards

Participating in recognition programs at all could be a compliance issue

By Melissa Shin | December 8, 2023

2 min read

Tax News

Feds make two key changes to family business transfer rules

Bill C-59 addresses issues flagged in the draft legislation

By Rudy Mezzetta | December 7, 2023

2 min read

Regulation

Bridging faces $40M bill from receiver, counsel

Court asked to approve two years worth of fees in ongoing receivership

By James Langton | December 8, 2023

3 min read

Tax News

New penalty remains as GAAR legislation tabled

Officials have no room to distinguish between cases driven by aggressive tax planning and those involving legitimate uncertainty

By Michael McKiernan | December 8, 2023

3 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Industry Insights

Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

Regulation

OSFI maintains bank capital buffer

Regulator says vulnerabilities are high, but haven’t intensified in recent months

By James Langton | December 8, 2023

2 min read

Industry

Financial, economic conditions top industry worries

CSA publishes systemic risk survey summary

By James Langton | December 7, 2023

2 min read

Products

Product news: Desjardins brings first ALDAs to market

Deferred annuities were first introduced in 2019 federal budget

By Mark Burgess | December 6, 2023

4 min read

Tax News

Essential tax numbers: updated for 2024

Use this handy list of tax numbers as a quick reference

By Staff | December 1, 2023

3 min read

Industry

Industry moves this week

Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news

By Katie Keir | December 8, 2023

3 min read

Industry

Wellington-Altus focuses on growth with latest capital injection

Firm says $40-million investment from Cynosure will help attract top advisors

By Michelle Schriver | December 7, 2023

2 min read

Featured Columnists

View all

Inheriting U.S. individual retirement accounts

December 5, 2023|4 min read

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Tax Court case shows consequences of missing — or ignoring — CRA mail

October 31, 2023|3 min read

What’s happening with Emerge ETFs?

Law books and a wooden judge's gavel on a table

Emerge borrowed US$200,000 from employees as business tanked

By Melissa Shin|November 8, 2023

Emerge ETFs to be liquidated before end of year

By Melissa Shin|October 19, 2023

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

By Melissa Shin|April 14, 2023

All Podcasts →

Cautious Hope for Fixed Income Investors

Bonds are showing signs of stabilizing.

Featuring Jeffrey Mayberry|November 27, 2023

From

Canada Likely to See Rate Cuts Before U.S.

CIBC’s chief economist sees the Bank of Canada easing its policy in Q2 2024.

Featuring Avery Shenfeld|November 21, 2023

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Can Dividend Stocks Compete With Bonds?

Examining dividend sustainability is key.

Featuring Craig Jerusalim|November 13, 2023

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Year-End Tax Planning for 2023

Tax-loss selling, charitable giving and managing the new AMT.

Featuring Jamie Golombek|November 6, 2023

From

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The right way to draw income in retirement

Tuesday, November 28, 2023 at 1:00 pm ET

This virtual roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.

Regulators update warning on advisor awards

Feds make two key changes to family business transfer rules

Bridging faces $40M bill from receiver, counsel

New penalty remains as GAAR legislation tabled

Is 65 the new 45?

Understanding the advantages of net-zero ETFs

OSFI maintains bank capital buffer

Financial, economic conditions top industry worries

Product news: Desjardins brings first ALDAs to market

Essential tax numbers: updated for 2024

Industry moves this week

Wellington-Altus focuses on growth with latest capital injection

Featured Columnists

Curtis Davis

Inheriting U.S. individual retirement accounts

Ben Felix

What is a safe withdrawal rate in retirement?

Jamie Golombek

Tax Court case shows consequences of missing — or ignoring — CRA mail

What’s happening with Emerge ETFs?

Emerge borrowed US$200,000 from employees as business tanked

Emerge ETFs to be liquidated before end of year

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

Cautious Hope for Fixed Income Investors

From

Canada Likely to See Rate Cuts Before U.S.

From

Can Dividend Stocks Compete With Bonds?

From

Year-End Tax Planning for 2023

From

The right way to draw income in retirement

Tuesday, November 28, 2023 at 1:00 pm ET

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