Latest columns in Columnists
Tax & Estate Planning
Doug Carroll
Budgeting for 2021 CPP changes — and beyond
Will the pandemic lead to higher future premiums?
- November 13, 2020 November 13, 2020
- 11:53
A tax strategy about nothing
What Seinfeld can teach us about the value of staying the course
- July 2, 2020 July 8, 2020
- 14:30
How medical symptom checkers can shine a light on robo-advice
The limits of expert systems
- June 9, 2020 June 2, 2020
- 14:30
Emergency fund advice in a time of crisis
Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know
- April 1, 2020 April 1, 2020
- 14:30
Tax & Estate Planning
Curtis Davis
Tax planning in a unique year
CERB, combined with lower deductions, is a recipe for potential tax owing
- October 30, 2020 November 3, 2020
- 09:00
How to unlock a life income fund
If clients need liquidity, there are options
- June 11, 2020 June 5, 2020
- 12:00
Tax treatment of federal Covid-19 measures
RRIFs, CERB and working from home have tax implications
- April 14, 2020 April 15, 2020
- 13:37
Help clients calculate RRSP limits
Breaking down pension adjustments and other challenges
- February 20, 2020 February 24, 2020
- 11:03
Investments
Mark Yamada
The precariousness of low interest rates: Part 2
Why own bonds? It’s about the sign change
- October 30, 2020 November 3, 2020
- 09:00
Modern monetary theory and pandemic debt
Will MMT unlock economic potential or lead to global meltdown?
- August 14, 2020 August 14, 2020
- 14:30
The legacy of pandemic debt
Will massive government spending and central bank easing lead to inflation, deflation or both?
- June 12, 2020 June 22, 2020
- 09:00
Owning Canadian banks in 2020
How Covid-19 may affect loans, earnings and dividends
- April 20, 2020 April 20, 2020
- 12:17
Investments
Al and Mark Rosen
For investors, cash flows only tell half the story
Don’t fall prey to cash-is-king platitudes
- October 30, 2020 November 3, 2020
- 09:00
Fraud doesn’t take a holiday
Accounting chicanery to watch for ahead of earnings season
- April 23, 2020 May 12, 2020
- 13:24
Navigating cash takeover offers for shares
Take the money and run
- March 27, 2020 April 13, 2020
- 09:30
Could a ban on share buybacks really happen?
Examining policy options in a heated primary season
- February 7, 2020 February 6, 2020
- 09:30
News
Mark Burgess
What a K-shaped recovery means for your book
Demand for advice may be greater than ever, but your book doesn’t grow based on need
- October 28, 2020 November 3, 2020
- 09:59
Being an advisor in 2030
Reluctant predictions for the decade ahead
- November 29, 2019 November 27, 2019
- 12:00
Ignore climate risk at your peril
Advisors have every reason to boost sustainable investing knowledge
- September 20, 2019 September 26, 2019
- 15:00
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