Advisors and fund managers are ready for T+1

Any time you shorten a settlement cycle, you reduce risk, CCMA head says

By Melissa Shin |May 21, 2024

6 min read

Cap gains hike will hit estate-planning trusts hard

Capital gains not flowed out to beneficiaries are “trapped” in the trust at death

By Rudy Mezzetta |May 17, 2024

4 min read

Freeland says capital gains proposal will be tabled before summer break

The government says that even if a bill has not yet passed, the change will take effect on June 25

By Nojoud Al Mallees, The Canadian Press |May 21, 2024

2 min read

Trusted contact restores communication after clients defrauded

Advisor shares experience plus tips for naming TCPs

By Michelle Schriver |May 15, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Industry Insights

Net Zero: Seizing the opportunities of an economy in transition

How adopting emission reduction targets can benefit investors

Do your diligence when switching firms

Having a personal brand can help you retain clients during a transition

By Noushin Ziafati |May 13, 2024

4 min read

Principal residence exemption: choosing which home to claim

Homeowners must now consider the proposed higher capital gains inclusion rate

By Rudy Mezzetta |May 7, 2024

4 min read

Shift to T+1 poses short-term risk: Moody’s

Ultimately, reduced settlement cycle will pay off for overall financial system

By James Langton |May 13, 2024

2 min read

Liberal tax promise tracker, post-2024 budget edition

Feds won’t change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government

By Melissa Shin |May 14, 2024

5 min read

A playbook for bond investors

With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy

By Maddie Johnson |May 17, 2024

2 min read

Boosting bank competition without sacrificing safety

Open banking, fintech can enhance innovation, DBRS Morningstar says

By James Langton |May 21, 2024

2 min read