Mutual funds and segregated funds: 5 points to note for tax season (and beyond)
Many Canadians have mutual fund and/or segregated fund investments that impact what they owe in income tax. While, at a high level, these investments are...
Category : Segregated Funds
ESG Funds: 2025 Closes With Continued Outflows Amid Persistent Headwinds
by George
The global universe of sustainable mutual funds and exchange-traded funds recorded an estimated $27 billion in net outflows in the fourth quarter of 2025, compared with...
Top Canadian Index Funds of 2026
by George
Index funds are investments that follow the performance of a benchmark index. In Canada, the best index funds offer less volatility than stocks and...
Canada Life Wins 38 FundGrade A+ Awards for Mutual and Segregated Funds
by George
Easter Sale – 70% Off TipRanks The latest announcement is out from Great-West Lifeco ( (TSE:GWO) ). Canada Life and Canada Life Investment Management Ltd....
Canada’s investment fund industry set new records in 2025: SIMA
by George
ETF sales activity was stronger than ever in 2025, while net sales of mutual funds doubled from the previous year, according to the latest data...
Illinois pursues abortion coverage for people with little or no insura…
by George
SPRINGFIELD — Gov. JB Pritzker and Democrats have added a new abortion access measure to their agenda that would allow people with limited or no...
2025 FundGrade A+ Award winners announced
by George
Lower deduction of investment counsel fees hits trusts with AMT Many trusts may need to amend 2024, 2025 tax returns Adjudicator in OSC vs. Purpose...
How can segregated funds help address client longevity issues?
by George
“Traditionally, as we get older we reduce risk, typically going from equities to lower risk assets like bonds or even cash. While that reduces market...
Ontario government effects amended laws, regulations, fees
by George
The six designated areas are the united counties of Stormont, Dundas and Glengarry, the county of Essex, the city of Hamilton, the municipality of Chatham-Kent,...
Luminus reports 43.4% stake in Battalion Oil | BATL SEC Filing
by George
CUSIP Number(s): 07134L107 1 Name of reporting person LUMINUS MANAGEMENT, LLC 2 Check the appropriate box if a member of a Group (See Instructions) (a)...