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.

Tax News

AMT changes left out of legislation

Feds may be reviewing elements after pushback related to charitable giving

By Mark Burgess | November 30, 2023

3 min read

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

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