News and resources for Canada's top financial advisors
Est. 1998
News
Mark has been the managing editor of Advisor.ca since 2017. He has been covering business and politics for more than a decade. Email him at markb@newcom.ca.
Products
Deferred annuities were first introduced in 2019 federal budget
By Mark Burgess | December 6, 2023
4 min read
Almost $4.9 billion flowed into Canadian ETFs last month, according to National Bank
By Mark Burgess | December 5, 2023
2 min read
Tax News
Feds may be reviewing elements after pushback related to charitable giving
By Mark Burgess | November 30, 2023
3 min read
Regulation
Firms are reporting increased compliance costs as they respond to ESG guidance and regulatory "sweeps"
By Mark Burgess | November 29, 2023
The Liberals are moving ahead with a measure for financial institutions proposed in the 2023 budget
By Mark Burgess | November 28, 2023
Plus, new ETFs from Mackenzie
By Mark Burgess | November 22, 2023
The first $10 million in capital gains realized on the sale of a business would be exempted under proposed change
By Mark Burgess | November 21, 2023
1 min read
Life
High rates and demand led the firm to re-enter the market five years after exiting
By Mark Burgess | November 20, 2023
Plus, balanced funds go private and an AI-branded ETF
By Mark Burgess | November 17, 2023
6 min read
Industry
Inflation forcing some clients to withdraw assets to meet needs
By Mark Burgess | November 15, 2023
Economic Indicators
Manulife's Frances Donald warns that the current environment has made forecasting very difficult
By Mark Burgess | November 14, 2023
Planning and Advice
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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