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- Indexed articles, last 90 days
- 12
- Latest publication
- Oct 1, 2026
- Outlet visibility, for The Globe and Mail
- Top 10K sites
- Earliest in this view
- Jul 9, 2026
Latest articles
Canada Life merges IPC and Quadrus as part of wider integration plan (opens the original)
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Canada Life is amalgamating mutual fund dealers IPC Investment Corp. and Quadrus Investment Services Ltd. into one platform called IPC Wealth Inc., with plans to merge that new platform with its investment securities business by late next year. Blaine Shewchuk, executive vice-president of wealth and advice for Canada Life, says the merger is part of a three-phase integration. “We’re going to get our feet beneath us [...] with this amalgamation, but that’s our plan,” he says. In July, the company
How wealth management firms, advisors are preparing to charge GST on trailer fees (opens the original)
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Mutual fund dealers have been working hard behind the scenes to get internal systems ready to charge GST on trailing commissions before the Canada Revenue Agency begins enforcing its new policy on Jan. 1, 2028. Earlier this year, the CRA said trailing commissions would be subject to GST/HST, reversing its long-standing position. Initially, the agency said the change would take effect on July 1, but later extended the deadline by 18 months. Tariq Nasir, direct tax partner at EY Canada in Toronto,
Court ruling shows complexity of financial planning around EI parental benefits (opens the original)
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A parent’s decision about how much parental leave to take after having a child will depend on a variety of factors, including the possibility of having to return to work earlier than expected. A Federal Court of Appeal decision released last month shows how a life event can put Employment Insurance parental benefits at risk. In Canada (Attorney General) v. Emamifar, a woman applied for EI maternity and parental benefits starting in October, 2019. She indicated she expected to return to work 18 m
What happens to an RESP when a family moves abroad? (opens the original)
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Canadian families moving abroad may wonder if it makes sense to keep their child’s registered education savings plan (RESP) in place or to wind it up before they leave. The decision depends on various factors, including whether the move is temporary or permanent and how the account might be taxed in their destination country. For example, not all countries recognize RESPs as tax-deferred accounts, says Sara Kinnear, director of tax and estate planning at IG Wealth Management Inc. in Winnipeg, so
Unindexed tax benefits are making life less affordable. Here’s what Ottawa could do (opens the original)
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If Ottawa wants to help Canadians with the rising cost of living, it should consider indexing benefit, credit and deduction amounts in the Income Tax Act that have been frozen for years or even decades. The Society of Trust and Estate Practitioners (STEP Canada) recommended adjusting about 200 such amounts in its submission to the Department of Finance ahead of the 2026 federal budget. Indexing tax measures to inflation that are currently set at fixed amounts or thresholds, “would be an easy way
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For The Globe and Mail, the outlet · Measured Aug 1, 2026
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