Mark Burgess

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.

Regulation

Firms adjust ESG disclosure, communication following scrutiny: report

Firms are reporting increased compliance costs as they respond to ESG guidance and regulatory "sweeps"

By Mark Burgess | November 29, 2023

2 min read

Tax News

Changes to dividend deduction could impact financial products: report

The Liberals are moving ahead with a measure for financial institutions proposed in the 2023 budget

By Mark Burgess | November 28, 2023

2 min read

Products

Product news: Wealthsimple launches private equity fund

Plus, new ETFs from Mackenzie

By Mark Burgess | November 22, 2023

2 min read

Tax News

Feds sweeten tax incentive for employee ownership trusts

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

Product news: Manulife offering annuities again

High rates and demand led the firm to re-enter the market five years after exiting

By Mark Burgess | November 20, 2023

2 min read

Products

Product news: CIBC structured notes allow investors to bet on housing market

Plus, balanced funds go private and an AI-branded ETF

By Mark Burgess | November 17, 2023

6 min read

Industry

Wealth management division buoys Canaccord through another tough quarter

Inflation forcing some clients to withdraw assets to meet needs

By Mark Burgess | November 15, 2023

2 min read

Economic Indicators

‘Hard truths’ about predictions heading into outlook season

Manulife's Frances Donald warns that the current environment has made forecasting very difficult

By Mark Burgess | November 14, 2023

4 min read

Industry News

Sustainable funds in Canada suffer first quarter of outflows in more than 3 years

Passive funds drove the redemptions, while active flows remained positive

By Mark Burgess | November 13, 2023

2 min read

Industry

Investors betting on peak rates buy up bond ETFs: report

As yields surged last month, investors moved into longer-duration bond funds, National Bank says

By Mark Burgess | November 3, 2023

2 min read

Regulation

Organizations team up on ESG definitions to fight greenwashing

The CFA Institute, GSIA and PRI hope their new resource will be adopted by industry and regulators

By Mark Burgess | November 1, 2023

2 min read

1 2 3 … 44 Next →

More Columnists

Ben Felix

Columnists

What is a safe withdrawal rate in retirement?

November 28, 2023|4 min read

Coreen Sol

Why less is more when it comes to investment decisions

October 25, 2023|3 min read

Sam Sivarajan

How our five brains affect financial advice

October 23, 2023|3 min read

Should advisors be afraid of AI?

September 11, 2023|3 min read

Catherine Hung

Tax & Estate

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Bare trusts: Is your client prepared for increased tax filings?

July 31, 2023|5 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Investments

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read

Beware the Canadian corporate champion

June 20, 2023|3 min read