Melissa Shin Auhtor Headshot Image

Melissa Shin

Melissa worked with Advisor.ca from 2011 to 2024, most recently as the editorial director.

CIRO fines Stifel Nicolaus $475K for failing to protect confidential info CIRO fines Stifel Nicolaus $475K for failing to protect confidential info

Regulation

CIRO fines Stifel Nicolaus $475K for failing to protect confidential info

Info was used to enter into short sale transactions without Stifel's knowledge

By Melissa Shin |August 23, 2024

1 min read

Troubling quirk in capital gains rules addressed in draft legislation Troubling quirk in capital gains rules addressed in draft legislation

Tax News

Troubling quirk in capital gains rules addressed in draft legislation

Clarifications concerning the capital dividend account are welcomed by tax practitioners

By Melissa Shin  and  Rudy Mezzetta |August 14, 2024

3 min read

Feds could outlaw large bank mergers Feds could outlaw large bank mergers

Industry News

Feds could outlaw large bank mergers

Government releases consultation paper that also covers external security threats, AI risks

By Melissa Shin  and  James Langton |August 13, 2024

4 min read

Court orders Emerge Capital Management to repay employees who lent it money Court orders Emerge Capital Management to repay employees who lent it money

Industry

Court orders Emerge Capital Management to repay employees who lent it money

Cheques for partial repayment to Emerge Canada employees bounced: court documents

By Melissa Shin |August 13, 2024

4 min read

Industry groups want looser rules for qualified investments Industry groups want looser rules for qualified investments

Tax News

Industry groups want looser rules for qualified investments

IIAC and PMAC call for simpler requirements for investments held in TFSAs, RRSPs and more

By Melissa Shin  and  Rudy Mezzetta |July 17, 2024

5 min read

Little-known tax election could help investors holding worthless shares Little-known tax election could help investors holding worthless shares

Tax Strategies

Little-known tax election could help investors holding worthless shares

With this year's increase to the capital gains inclusion rate, claiming all available capital losses becomes more important

By Melissa Shin |July 15, 2024

5 min read

AI is tech sector’s ‘biggest catalyst’ for innovation: Cathie Wood AI is tech sector’s ‘biggest catalyst’ for innovation: Cathie Wood

Market Insights

AI is tech sector’s ‘biggest catalyst’ for innovation: Cathie Wood

Famed investor also acknowledges her strategies are volatile and require rebalancing

By Tara Deschamps, The Canadian Press  and  Melissa Shin |July 12, 2024

4 min read

Clients are aging. Are their financial plans ready? Clients are aging. Are their financial plans ready?

Planning and Advice

Clients are aging. Are their financial plans ready?

Policy recommendations to improve aging at home are welcome, but proactive planning still required

By Melissa Shin |July 10, 2024

4 min read

Liberal tax promise tracker, post–capital gains edition Liberal tax promise tracker, post–capital gains edition

Tax News

Liberal tax promise tracker, post–capital gains edition

A look at the status of major tax proposals from the Trudeau government

By Melissa Shin |July 9, 2024

5 min read

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