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CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

By Michelle Schriver |April 18, 2024

4 min read

Regulation

CIRO seeks stiffer enforcement sanctions

SRO proposes doubling maximum fines, toughening suspensions

By James Langton |April 18, 2024

2 min read

Tax News

Feds fix AMT regime

Individuals can claim 80% of donation tax credit, up from previously proposed 50%

By Rudy Mezzetta |April 16, 2024

2 min read

Tax News

Capital gains inclusion rate raised to 66.6% for high earners

Higher new rate applies on gains above $250,000 for individuals, and all gains realized in corps and trusts, as of June 25

By Rudy Mezzetta |April 16, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Partner Reports

How One Advisor Doubled His Book in Six Years

Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.

Tax News

Feds clarify requirements for EOT tax exemption on capital gains

Budget 2024 provided details on how exiting business owners can qualify

By Michelle Schriver |April 16, 2024

4 min read

Tax News

Registered plans could see changes in allowed investments

Qualified investments review could lead to lower costs for investors but also restrictions

By Melissa Shin |April 17, 2024

3 min read

Tax News

Entrepreneurs to get tax break on capital gains inclusion

Feds propose Canadian Entrepreneurs’ Incentive

By Michelle Schriver |April 16, 2024

2 min read

Industry

Court resurrects fiduciary duty claim against investment advisors

Decision should be a ‘wake-up call’ to advisors: lawyer

By Michael McKiernan |April 18, 2024

4 min read

Regulation

Former rep banned for selling fake investment

Retirees were duped for almost a decade, SRO finds

By James Langton |April 18, 2024

3 min read

Regulation

FSRA disciplinary disclosure faces legal challenge

Ontario court allows bid for judicial review of enforcement practices

By James Langton |April 18, 2024

3 min read

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Doug Carroll

Tax & Estate

Shuttle strategies to boost tax-sheltered plans

April 9, 2024|4 min read

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Investments

Handling corporate proxy fights

March 14, 2024|3 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

What’s happening with Emerge ETFs?

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Businessman looking through a magnifying glass at documents.

ETF Exchange traded fund Trading Investment Business finance concept on virtual screen.

OSC still overseeing Emerge Canada

By Melissa Shin |April 16, 2024

What we’ve learned from the Emerge ETFs saga

By Melissa Shin |March 25, 2024

How to improve confidence in ETFs

By Melissa Shin |March 25, 2024

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What Advisors Need to Know About Budget 2024

HNW clients should plan now for the greater capital gains inclusion rate.

Featuring Jamie Golombek|April 17, 2024

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Preparing Portfolios for Potential Volatility

Private equity, 60/40 allocation can help address market uncertainty.

Featuring David Wong|April 8, 2024

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Opportunities in Corporate Bonds

Investors can take advantage of higher yields, inverted curve, portfolio manager says.

Featuring Pablo Martinez|March 28, 2024

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Private Credit Resilience Provides Opportunity for Yield

Non-cyclicals, longer-term investing are a winning combo, portfolio manager says.

Featuring Mitchell Goldstein|March 25, 2024

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Maximize opportunities: Insurance lending as a key to growing your business

Thursday, April 25, 2024 at 1:00 pm ET

Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

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What’s happening with Emerge ETFs?

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