Home Columnists Page 3

Latest columns in Columnists

Tax & Estate Planning

Lea Koiv

Investment bubble causing financial crisis, overvalued stock market or money inflation concept, businessman investor pumping air into big floating balloon with US Dollar money sign ready to burst.

Consider inflation when deciding when to begin CPP

The higher the inflation rate, the bigger the benefit of waiting

  • June 28, 2022 June 22, 2022
  • 09:00

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

  • August 4, 2020 July 31, 2020
  • 06:00

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

  • December 15, 2017 September 9, 2018
  • 12:03

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

  • October 20, 2017 January 16, 2019
  • 00:00
investment

Do corporate spinoffs reward shareholders?

Creating value by shrinking

  • May 9, 2022 May 16, 2022
  • 10:00

When stock frauds go beyond gaming the numbers

Claims of novel technology are at the centre of many collapses

  • March 14, 2022 March 10, 2022
  • 10:00

Finding the tipping point of stock collapses

When does accounting become important?

  • February 4, 2022 February 3, 2022
  • 15:00

Heed the warning signs of stock market frauds

Use the fraud triangle to root out problem investments

  • November 2, 2021 November 2, 2021
  • 12:30
recruitment

The financial industry wants you — to mentor

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

  • March 14, 2022 March 10, 2022
  • 10:00

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

  • March 25, 2020 April 13, 2020
  • 16:50
Tax & Estate Planning

Jon Hreljac

American Dollar Symbol Standing On Wood Surface In Front Of A Graph

Buyer beware: Foreign income in a corporation

Help business-owner clients manage foreign dividend investments

  • January 28, 2022 January 28, 2022
  • 12:27
Market Insights

Jim Otar

Piggy bank lifted up into sky by inflated balloon

Inflation lessons from history

It’s time to stress-test client portfolios

  • December 17, 2021 December 17, 2021
  • 11:17

How sustainable is the CPP?

A panoramic view of the next 75 years

  • May 14, 2021 May 14, 2021
  • 13:58

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

  • July 16, 2020 August 13, 2020
  • 13:15

How long until my portfolio recovers from March’s sell-off?

Using historical returns to forecast a recovery

  • June 12, 2020 June 22, 2020
  • 09:00