Mark Burgess

Mark has been the managing editor of Advisor.ca since 2017. He has been covering business and politics for more than a decade. Email him at markb@newcom.ca.

Products

Product news: AQR strategy comes to Canada

Plus, NEI partners with Picton Mahoney on alt fund

By Mark Burgess |January 30, 2024

1 min read

Market Insights

After the turmoil, balanced portfolios appear to be back on track

The equity portion may not be as strong, but bonds are contributing again

By Mark Burgess |January 24, 2024

1 min read

Products

Product roundup: ETFs from Invesco, Purpose chase AI theme

Plus, the income products keep coming

By Mark Burgess |January 18, 2024

1 min read

Industry

Use of alternative data grows, with increased interest in AI: report

While more investors said they're using alternative sources, the costs of such data may be coming down

By Mark Burgess |January 17, 2024

1 min read

Products

Product roundup: Guardian gets in on target-maturity bond funds

Plus, Evolve exiting the metaverse

By Mark Burgess |January 16, 2024

1 min read

Products

Strong finish for ETFs in 2023 as fixed income leads annual flows

Dominant cash funds faced headwinds late in the year, reports say

By Mark Burgess |January 4, 2024

1 min read

Economy

Economy dancing around edge of recession going into 2024

Soft landings are in sight for Canada and the U.S., according to outlook reports from Scotiabank and BMO

By Mark Burgess |December 18, 2023

1 min read

Products

Product news: CIBC, Franklin Templeton expand private offerings

Plus, Horizons to shutter its bull and bear marijuana ETFs

By Mark Burgess |December 15, 2023

1 min read

Market Insights

Easy profits may be over for corporate Canada, CIBC warns

Earnings expectations will need to account for a changing environment

By Mark Burgess |December 14, 2023

1 min read

Market Insights

Private markets face challenge of deteriorating economy in 2024

High rates continue to affect private equity valuations, while private credit faces default risk

By Mark Burgess |December 12, 2023

1 min read

Products

Product news: Desjardins brings first ALDAs to market

Deferred annuities were first introduced in 2019 federal budget

By Mark Burgess |December 6, 2023

1 min read

Products

ETF investors move to equities as stocks rally

Almost $4.9 billion flowed into Canadian ETFs last month, according to National Bank

By Mark Burgess |December 5, 2023

1 min read

Tax News

AMT changes left out of legislation

Feds may be reviewing elements after pushback related to charitable giving

By Mark Burgess |November 30, 2023

1 min read

Regulation

Firms adjust ESG disclosure, communication following scrutiny: report

Firms are reporting increased compliance costs as they respond to ESG guidance and regulatory "sweeps"

By Mark Burgess |November 29, 2023

1 min read

Tax News

Changes to dividend deduction could impact financial products: report

The Liberals are moving ahead with a measure for financial institutions proposed in the 2023 budget

By Mark Burgess |November 28, 2023

1 min read

Products

Product news: Wealthsimple launches private equity fund

Plus, new ETFs from Mackenzie

By Mark Burgess |November 22, 2023

1 min read

Tax News

Feds sweeten tax incentive for employee ownership trusts

The first $10 million in capital gains realized on the sale of a business would be exempted under proposed change

By Mark Burgess |November 21, 2023

1 min read

Life

Product news: Manulife offering annuities again

High rates and demand led the firm to re-enter the market five years after exiting

By Mark Burgess |November 20, 2023

1 min read

Products

Product news: CIBC structured notes allow investors to bet on housing market

Plus, balanced funds go private and an AI-branded ETF

By Mark Burgess |November 17, 2023

1 min read

Industry

Wealth management division buoys Canaccord through another tough quarter

Inflation forcing some clients to withdraw assets to meet needs

By Mark Burgess |November 15, 2023

1 min read

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Planning and Advice

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Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Mark Rosen

Investments

Advisors should be wary of conflicts when reviewing stock ratings

December 15, 2023|3 min read

Some energy firms are quietly separating their ESG businesses

September 15, 2023|3 min read