CRM3 is the next evolution of investment cost transparency, arriving on Canadian statements in 2027. TMA’s chief compliance officer, Michael Baldoni, joins Keith Matthews to explain what the new report shows, what FER, MER, and TER actually mean, and what it means for your portfolio.
Fiduciary care or suitability? TMA’s chief compliance officer, Michael Baldoni, joins Keith Matthews to explain the two standards Canadian investment professionals work under, and the one question that reveals which one your advisor owes you.
Albert Labelle explains flow-through shares — a tax-smart way to shrink your bill and multiply your charitable giving, one of Canada’s best-kept secrets.
PearTree partner Albert Labelle breaks down flow-through shares — the tax credits, deductions, and philanthropic strategy behind them.
Geopolitical chaos, oil spikes and stocks still up double digits. A data-driven mid-year review of 2026 returns, the small cap rotation, and what history says about investing at all-time highs.