Section
Taxation
16 posts
When the Asset Stays but the Tax Bill Arrives
Using permanent life insurance for estate liquidity in Canada
What the new Section 338 tariffs mean for the U.S. and Canada
by BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy, Russell Investments Key takeaways Trade talks between Canada…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
What investors should know about Canada’s new budget
by BeiChen Lin, Russell Investments Key takeaways Canada’s 2025 budget shows an expected total deficit of nearly $80…
Making Sense of Canada's 2025 Federal Budget
Here’s a breakdown of what Ottawa’s 2025 Federal Budget1 means in plain English — for families, individuals, and…
What Today’s Investors Are Really Thinking—and Why Advisors Matter More Than Ever
After a couple of years of blockbuster returns and a stock market that seemed to do no wrong,…
"Impossible but Inevitable": What the 'One Big Beautiful Bill' Means for Markets and Foreign Investment
In the latest episode of The Open Outcry1, BMO Global Asset Management's Head of ETF & Alternatives Strategy,…
Quick Thoughts: Why are equity markets sinking?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute US policy uncertainties have rattled…
Canada at the Crossroads: How the Trade War is Reshaping the 2025 Election
It is said that history does not repeat itself, but it often rhymes. With the looming shadow of…
The hidden costs of investing: The tax iceberg
by Derek Hart, Russell Investments Executive summary: Most investors are aware of certain taxes on their investments, such…
The View From Canada
by Carl Tannenbaum, Chief Economist, Northern Trust Risks to the global outlook are ever-present and ever-changing. Editor’s Note:…
Wesbury: Replacing Taxes with Tariffs
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Fiscal Madness
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
GS: What if? S&P 500 outcomes if inflation, interest rates, and tax reform deviate from our base-case forecast
by David Kostin, and team, Goldman Sachs Halfway through the year, the S&P 500 stands just 1% below…
Webcast Replay – Federal Budget 2018: What you need to know
Watch now! Yesterday, Fidelity Investment Canada's tax and retirement experts, Peter Bowen and Marlena Pospiech conducted a live…
Taxes are a Bigger Issue than Fees
by Cullen Roche, Pragmatic Capitalism I really liked this post by Morgan Housel on the Hierarchy of Investor…