When is the latest I can sell an asset prior to June 25?

Waiting until the last minute is a bad idea, tax experts say

By Melissa Shin |May 17, 2024

4 min read

Cap gains hike will hit estate-planning trusts hard

Capital gains not flowed out to beneficiaries are “trapped” in the trust at death

By Rudy Mezzetta |May 17, 2024

4 min read

A playbook for bond investors

With rate cuts priced in, plus potential for stickier inflation, portfolio manager shares his fixed-income strategy

By Maddie Johnson |May 17, 2024

2 min read

Trusted contact restores communication after clients defrauded

Advisor shares experience plus tips for naming TCPs

By Michelle Schriver |May 15, 2024

4 min read

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

Industry Insights

Net Zero: Seizing the opportunities of an economy in transition

How adopting emission reduction targets can benefit investors

Do your diligence when switching firms

Having a personal brand can help you retain clients during a transition

By Noushin Ziafati |May 13, 2024

4 min read

Cardinal Point teams with Gavin Hockey Wealth Specialists

Combined firm will serve about 200 current and retired pro hockey players

By Jonathan Got |May 16, 2024

2 min read

Principal residence exemption: choosing which home to claim

Homeowners must now consider the proposed higher capital gains inclusion rate

By Rudy Mezzetta |May 7, 2024

4 min read

Shift to T+1 poses short-term risk: Moody’s

Ultimately, reduced settlement cycle will pay off for overall financial system

By James Langton |May 13, 2024

2 min read

Pair charged in ‘crypto king’ scheme

Joint investigation by OSC and Durham police results in fraud charges

By James Langton |May 16, 2024

2 min read

Liberal tax promise tracker, post-2024 budget edition

Feds won’t change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government

By Melissa Shin |May 14, 2024

5 min read