Section
Taxation
15 posts
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…
November 7, 2025
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…
November 5, 2025
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,…
July 13, 2025
"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,…
June 21, 2025
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…
March 17, 2025
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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…
March 16, 2025
Lowering the Impact of 2024 Capital Gains taxes
CE Webinar - IIROC: 0.5 (PD) Cycle 10 - Joseph Micallef of KPMG examines the use of Flow-Through investments to help investors offset 2024 capital gains.
September 5, 2024
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…
August 25, 2024
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:…
July 28, 2024
Wesbury: Replacing Taxes with Tariffs
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
June 17, 2024
Fiscal Madness
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
September 5, 2023
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…
June 28, 2021
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…
March 1, 2018
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…
July 14, 2015
IceCap Asset Management: 'Super Taxes' And Why Elvis Has Left The Building
It’s no secret by now that governments in Europe, Japan and America have spent and borrowed beyond their…
November 6, 2013