Investment Tax

Tax-loss selling: Superficial loss and identical property rules

iStockphoto By: Wilmot George | April 26, 2023 | 17:31 Help clients realize a capital loss while maintaining market exposure Many clients (and their tax preparers) are working diligently to file their tax returns. As part of that process, many are...
Read More
Investment

Purpose launches private asset platform for advisors along with three funds

iStock.com / useng  | By: Mark Burgess |  April 4, 2023 | 15:10 The company is the latest to offer private investments catering to retail investors Toronto-based Purpose Investments has launched three private funds and an accompanying platform for advisors...
Read More
Economy

Inflation in Canada continues to slow, reaffirming BOC’s rate pause

© wildpixel / Thinkstock | By: The Canadian Press | March 21, 2023 | 13:38 The 5.2% reading in February marked the largest deceleration since April 2020 Canada’s annual inflation rate continued to slow last month, reaffirming the central bank’s decision...
Read More
Investment

Ontario Teachers’ post 4% annual return as private assets provide boost

© Utima / 123RF Stock Photo | By: Mark Burgess | March 14, 2023 | 15:40 Recent portfolio changes addressed the challenges presented by high inflation, managers said The Ontario Teachers’ Pension Plan Board rode investments in private equity, infrastructure and credit...
Read More
Economy

Another U.S. hiring surge: 311,000 jobs despite Fed rate

iStock/PeopleImages |  By: Christopher Rugaber, The Associated Press | March 10, 2023, | 11:17 February unemployment rate rose to 3.6% America’s employers added a substantial 311,000 jobs in February, fewer than January’s huge gain but enough to keep pressure on the...
Read More
Business Economy

Montreal hotel occupancy almost doubled in 2022: report

Frédéric Tomesco Published Mar 10, 2023  •   3 minute read “This should be a good year,” the local hotel association says. Occupancy at Montreal hotels surged nearly 89 percent in 2022, the best showing among Canada’s six biggest cities, according...
Read More
Economy

Canadians making fewer trips for groceries as inflation pinches

© Steve Debenport / iStockphoto | By: The Canadian Press | March 9, 2023 | 13:25 Consumers still spend about the same amount per trip, an RBC report says Canadians are on average making fewer grocery store runs as food inflation...
Read More
Economy

Bank of Canada holds key rate for first time in a year, leaves door open to hikes

© Piotr Pawinski / 123RF Stock Photo  |   By: Nojoud Al Mallees, The Canadian Press | March 8, 2023, | 10:36   The economy has generally moved in the right direction for the bank as it aims to slow activity The...
Read More
Economy

Powell: Rate hikes could accelerate if economy stays strong

iStock/Bet_Noire By: Christopher Rugaber, The Associated Press  | March 7, 2023, | 11:04 Getting inflation back to 2% “has a long way to go,” Fed chair tells senators while analysts raise the spectre of a half-point hike The U.S. Federal Reserve...
Read More
Economy

U.S. recession now expected to start later than predicted

© David Crockett / 123RF Stock Photo A third of economists expect a recession to begin in the April-June quarter By: Christopher Rugaber, The Associated Press February 27, 2023, 13:03 A majority of the nation’s business economists expect a U.S....
Read More
Insurance

Return-to-work strategies, open communication help alleviate employee stress, anxiety

By: Cassandra Rose While the World Health Organization defines stress as any type of change that causes physical, emotional or psychological strain, simply put, it’s the body’s response to anything that requires attention or action, according to Sherry Hnatyshyn-Webster, Carepath...
Read More
Insurance

Supporting employees with chronic, complex conditions helps manage benefits costs

By: Cassandra Rose When it comes to chronic conditions, there’s a difference in understanding and appreciating — “and this difference goes a long way in helping employers navigate their disability claims and accommodations,” said Yvonne Murphy, director of disability claims and...
Read More
Economy

Market Outlook – February 2023

Click here to download "the Market outlook February 2023"
Read More
Economy Investment

How are pension funds and other institutional investors approaching investments in 2023?

By: Blake Wolfe February 10, 2023 08:55 Amid the unprecedented events of the last three years, the Colleges of Applied Arts and Technology pension plan has remained on course with its investment strategies, according to Asif Haque, the plan’s chief investment...
Read More
Investment

Institutional investors to maintain private allocations despite challenges: survey

© ivook / 123RF Stock Photo | By: Mark Burgess | February 7, 2023 | 11:24 Many are changing due diligence or narrowing their investment universe   Despite fears about inflation, interest rates and lofty valuations, two-thirds of institutional investors say...
Read More
Insurance

Joint last-to-die policies and liquidity challenges

fizkes © Piotr Pawinski / 123RF Stock Photo  |  By: Pierre Ghorbanian  | January 30, 2023 | 11:46 Consider how to best leverage the special death benefit Life insurance can be a critical part of an estate plan. Yet, even clients...
Read More
Investment

Institutional investors considering geopolitical risk, and inflation in portfolio construction

By: Sadie Janes January 27, 2023, 09:00 In the wake of Russia’s invasion of Ukraine, institutional investors are increasingly factoring geopolitical risks into portfolio construction, according to John Bai, senior vice-president and chief investment officer at NEI Investments, during a 2023...
Read More
Economy

Don’t Blame Covid, Blame the Baby Boomers! by Tommy Baltzis

Laval, Québec – The latest edition of Olympia Trust’s “Educate & Explore” online magazine shared an opinion piece from our CEO, Tommy Baltzis, on the state of the industry. Tommy explores the various factors affecting economic stability today and what...
Read More
Economy

Market Outlook – June 2022

Click here to download, "Market outlook June 2022"
Read More
Insurance

Transition to biosimilar drugs in Quebec

As of April 2022, the RAMQ will no longer reimburse claims for the purchase of biological drugs for which there is a corresponding biosimilar drug(1) for all insureds, with some medical exceptions. Most insurers are welcoming this new measure that...
Read More
1 2