Rudy Mezzetta @rudymezzetta
Financial reporter. I cover tax, trusts and estates, and the Cdn wealth management industry for Investment Executive @IE_Canada and @advisorca investmentexecutive.com Toronto Joined December 2014-
Tweets538
-
Followers656
-
Following500
-
Likes81
Tax practitioners say the federal government’s proposed new alternative minimum tax regime may discourage philanthropy by punishing people who make large charitable donations. buff.ly/3F04lgr
#EstatePlanning implications of the new #FHSA account. via @rudymezzetta @advisorca #cdntax loom.ly/3QZ7cgs
Yeah, I'm kind of a big deal today... ;-) Thanks @rudymezzetta for listening to my over-caffeinated response yesterday! investmentexecutive.com/news/industry-…
Institutional #investors willing to ditch holdings over poor #ESG. buff.ly/3o91qL3
Golombek’s year-end tax tips advisor.ca/news/economic/…
A primer on tax and #cryptocurrencies in #Canada. buff.ly/2Zwb94A
Real tips for managing #retirement spending. buff.ly/3xg5T1k
TFSA limit for 2022 released. buff.ly/3qPWRqr
Tax moves to watch as Parliament returns advisor.ca/tax/tax-news/t…
Just out! Our newest report: Key estate planning documents @cibc cibc.com/content/dam/ci…
“But that’s what the client wanted.” buff.ly/3oALUGM
Next week! Learn how to manage post-retirement portfolios during this #virtualroundtable, airing live November 23 at 1:00pm ET. Attend and earn #CEcredits. Register now to save your spot: buff.ly/3kfotkH #retirement #taxplanning
Rebalancing your client’s #portfolio may require a balancing act. buff.ly/3wE1vZv
Adjusting #portfolios for rising #inflation. buff.ly/3mWLUB5
CBC News has learned from multiple sources that the government is planning to prorogue Parliament, hold a cabinet retreat in September, and bring in a Speech from the Throne in October, followed by a budget or economic update. More to come.
Canadian Chamber of Commerce launches tax system review advisor.ca/tax/tax-news/c…
FSRA offers guidance on unlocking LIRAs and LIFs during Covid-19. ow.ly/z7l850zw0co
Digital assets and estate planning. ow.ly/PA0H50zcDIN
Pascal WealthTech @PascalWealthTec
853 Followers 1K Following Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth
Advocis @Advocis
6K Followers 773 Following The official account of Advocis, The Financial Advisors Association of Canada. 'Not for Ourselves Alone'.
Investment Executive @IE_Canada
13K Followers 872 Following Investment Executive is Canada's news source for financial professionals. @CFAToronto Publication of the Year, 2021
Matt Larkin @MLarkinHockey
31K Followers 1K Following Managing Editor & Senior Writer at Daily Faceoff. Big hair, big eyebrows, big love for the game. Read the article before you comment. Opinions are my own.
Elizabeth Naumovski, .. @enaumovski
1K Followers 1K Following Award winning Speaker & Host of EMPOWERED. with Elizabeth Naumovski #FinancialLiteracy #femaleempowerment @financetvshow https://t.co/1djfKCUAcn
CIRO / OCRI @CIRO_OCRI
4K Followers 155 Following
Martin Pelletier @MPelletierCIO
47K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
CALU Canada @CALUcanada
412 Followers 903 Following The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.
Julian Klymochko @JulianKlymochko
26K Followers 1K Following CEO and CIO @AccelerateFT | Powering Diversification with Leading Alternative Investment Solutions
Rita Trichur @RitaTrichur
6K Followers 3K Following Business Columnist at The Globe and Mail. Email me at [email protected]
Advocis Durham @AdvocisDurham
306 Followers 592 Following The #Durham chapter spans numerous communities and brings together a close knit community of advice professionals.
CutTheCrapInvesting @67Dodge
8K Followers 3K Following World's best Dad. Husband still in training. Chief Disruptor and investment coach @ Cut The Crap Investing
HeyAdvisor 🇨🇦 @hey_advisor
537 Followers 513 Following Helping Canadian financial advisors add value to their client relationships.
Chris Delaney - Inter.. @FEAdvisor
2K Followers 5K Following Author, Professional Speaker, Family Business Consultant & Podcaster — Helping Advisors and Clients conceptualize better farm, business & estate planning
OBSI / OSBI @Ombudsman_OBSI
9K Followers 594 Following The Ombudsman for Banking Services and Investments is Canada's trusted independent dispute-resolution service for banking services and investment complaints.
Clare O'Hara @OHaraClare
3K Followers 949 Following Financial reporter for the Globe and Mail, crafter, traveler and mother to the sweetest lil boys.
Kelley Keehn @KelleyKeehn
5K Followers 903 Following Helping employees claim their #wealth 📖 Author, Talk Money to Me 📺Money expert @TheMarilynShow @morningshowca @breakfasttv 💰Founder, Money Wise Workplaces
Kimber Bergan @kimbe_berg
0 Followers 1 Following
Pamula Carles @PamuCarl
30 Followers 5K Following
EileenWebster @DQw06eunJhc838
0 Followers 110 Following
Tushoreth @TushorethrwV
0 Followers 203 Following
Dara Duesenberg @DaraDuesenb
84 Followers 5K Following
Brigid Swiler @BrigiSwil
70 Followers 5K Following
Sherron Isaacsen @IsaacsSherro
43 Followers 5K Following
Alyssa Dednam @AlysDedn
39 Followers 5K Following
فرشاد ابراه.. @ebrahmvand1234
11 Followers 399 Following
Sam Cooper @scoopercooper
62K Followers 10K Following Founder + J1 https://t.co/uMMAsnlJHh Bestselling Author. Award-winning investigative journalist, formerly with Postmedia and Global News. Email [email protected]
Isla-rose Dandoy @IslaDand
31 Followers 5K Following
Ellis Wahlquist @ElliWahlqui
31 Followers 5K Following
Skyla Obrian @obr_sky
81 Followers 5K Following
Lawanna Sully @LawaSull
87 Followers 5K Following
Keturah Janocha @jano_ketur
41 Followers 5K Following
Briana Denzer @bria_denze
57 Followers 5K Following
ARTURO ALONSO DEHESA @ARTURO473829129
33 Followers 645 Following For he that is not against us is on our part. Actuario #reinsurance #financialeconomics
Roselle Palafox @rosell_palaf
46 Followers 5K Following
Antonia Hibler @HiblAnto
63 Followers 5K Following
. @fintwitburneer
106 Followers 403 Following
Nenee @Nenee1786451
34 Followers 2K Following
Deshetith @deshetith25084
63 Followers 2K Following
_A_urora @Aurora730186
31 Followers 2K Following
Concepcion Kohrman @KohrmaConcepc
8 Followers 3K Following
Valorie Calcutt @CalcuttValo
43 Followers 5K Following
Lilly-rose Ainsley @RosAinsle
45 Followers 5K Following
Anastasiia Kulibaba �.. @kulibabkaaa
152 Followers 872 Following Communications and PR | I work with thriving tech and Web3 projects
Amiyah Boesenhofer @boesenhofe85490
32 Followers 5K Following
Kim Palmertree @PalmertrKim
55 Followers 5K Following
Vernie Rathman @VernRathma
47 Followers 5K Following
Daniel Richard @DanielRich93498
45 Followers 349 Following
Ian McIntosh @ImcintoshIan
56 Followers 200 Following
Canadian Banks @cadbanksonly
1K Followers 316 Following canadian bank or canadian bank adjacent content
Michele McDermottFox @MicheleMcDFox
2K Followers 4K Following Director @TheTopFloorPR serving direct & partner agency clients in Blockchain, FinTech and AI. Animal Advocate. Opinions own, not our clients'.
Scott Buhler @ScottBuhler
37 Followers 80 Following
David Milstead 🇺�.. @davidmilstead
3K Followers 5K Following Canadian business journalist with a U.S. sensibility. Financial shenanigans, accounting, compensation, governance, and many, many baseball tweets.
nwmonbittancourt @nwmonbittancou1
1 Followers 12 Following
Yves Rebetez @etfinsight
1K Followers 1K Following #ETFafficionado / Brand DNA buff / former CIO digital startup / hybrid fin events convenor 😊 / CFA
Sohostea @sohostea65652
4 Followers 228 Following
fran_sandra02 @frank_sandra02
142 Followers 1K Following I’m here for a long time relationship and a good man that cares🥰❤️
Sebastian Skamski @Skamski
4K Followers 4K Following Media relations for @PierrePoilievre. Proud conservative. Foreign affairs & politics. Golden retriever enthusiast. AirPod evangelist. Agreeable contrarian. 🇨🇦
Carolyn Vranesic @cvranesic
3 Followers 52 Following
North Strategic @NorthStrategic
3K Followers 1K Following Ideas that travel. Canada’s fastest-growing full-service PR agency. Social by Design. Strategic by Nature.
Erin McGoey @erin_mcgoey
93 Followers 349 Following
CETFA @cetfassn
1K Followers 403 Following The CETFA supports the growth, sustainability and integrity of Canada’s ETF industry and is the #ETF knowledge source for financial professionals and investors.
GetSmarterAboutMoney @smarter_money
19K Followers 1K Following https://t.co/QX8mQHuaP4 is an initiative of the Ontario Securities Commission's Investor Office to help people make informed financial decisions.
Advocis @Advocis
6K Followers 773 Following The official account of Advocis, The Financial Advisors Association of Canada. 'Not for Ourselves Alone'.
Investment Executive @IE_Canada
13K Followers 872 Following Investment Executive is Canada's news source for financial professionals. @CFAToronto Publication of the Year, 2021
Matt Larkin @MLarkinHockey
31K Followers 1K Following Managing Editor & Senior Writer at Daily Faceoff. Big hair, big eyebrows, big love for the game. Read the article before you comment. Opinions are my own.
Elizabeth Naumovski, .. @enaumovski
1K Followers 1K Following Award winning Speaker & Host of EMPOWERED. with Elizabeth Naumovski #FinancialLiteracy #femaleempowerment @financetvshow https://t.co/1djfKCUAcn
CIRO / OCRI @CIRO_OCRI
4K Followers 155 Following
CALU Canada @CALUcanada
412 Followers 903 Following The Conference for Advanced Life Underwriting (CALU) is Canada’s professional association for leaders in the life insurance and financial advisory industry.
CutTheCrapInvesting @67Dodge
8K Followers 3K Following World's best Dad. Husband still in training. Chief Disruptor and investment coach @ Cut The Crap Investing
Mutual Fund Division,.. @MFDA_News
983 Followers 94 Following Now New Self-Regulatory Organization of Canada, a consolidation of IIROC and the MFDA
IG Wealth Management @IGWealthMgmt
6K Followers 517 Following Powerful advice, investment solutions and financial planning that adapts. IG Client Services: 1-888-746-6344
Ben Rabidoux @BenRabidoux
37K Followers 2K Following Canadian housing/macro/credit...occasionally tweets about fishing. Founder of North Cove Advisors and @EdgeREAnalytics. DMs open. Equal opportunity blocker.
OBSI / OSBI @Ombudsman_OBSI
9K Followers 594 Following The Ombudsman for Banking Services and Investments is Canada's trusted independent dispute-resolution service for banking services and investment complaints.
David Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.
CIBC @cibc
119K Followers 4K Following #AmbitionsMadeReal Got questions? Tweet our team Mon–Fri 7am–10pm ET or Sat–Sun 9am–6pm ET. Pour le français, suivez @BanqueCIBC
Clare O'Hara @OHaraClare
3K Followers 949 Following Financial reporter for the Globe and Mail, crafter, traveler and mother to the sweetest lil boys.
Kelley Keehn @KelleyKeehn
5K Followers 903 Following Helping employees claim their #wealth 📖 Author, Talk Money to Me 📺Money expert @TheMarilynShow @morningshowca @breakfasttv 💰Founder, Money Wise Workplaces
Philippe J. Fournier @338Canada
37K Followers 960 Following Editor-in-Chief 338Canada / Rédacteur en chef Qc125丨Chroniqueur @Lactualite / @PoliticoOttawa contributor丨Co-host The Numbers/Les chiffres丨Prof astro @cegepsl
Sam Cooper @scoopercooper
62K Followers 10K Following Founder + J1 https://t.co/uMMAsnlJHh Bestselling Author. Award-winning investigative journalist, formerly with Postmedia and Global News. Email [email protected]
Lisa Mateo @LisaMateoTV
18K Followers 647 Following Emmy Nominated Journalist | @bsurveillance 7-10 am ET | TEDx Speaker | Fitness Trainer | 🇵🇷 | Views are my own.
Kevin Vuong @KevinVuongMP
15K Followers 157 Following Elizabeth’s husband, MP for Spadina—Fort York, Son of Refugees, Entrepreneur, Military Officer dedicated to serving 🇨🇦 both in and out of uniform. 🎗️
Diane Swonk @DianeSwonk
47K Followers 615 Following Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 36 yrs experience in financial services & consulting . RTs not endorsements. She/her
Dan Kelly @CFIB
23K Followers 1K Following President and CEO of the Canadian Federation of Independent Business (CFIB). In business for your business.
Speaker of the HoC @HoCSpeaker
16K Followers 19 Following The Hon. Greg Fergus, P.C., M.P., Hull—Aylmer, Quebec, 39th Speaker of the House of Commons FR : @CdcPresidence
Yves Rebetez @etfinsight
1K Followers 1K Following #ETFafficionado / Brand DNA buff / former CIO digital startup / hybrid fin events convenor 😊 / CFA
Amrita Sen @ea_amrita
17K Followers 14 Following Full time energy analyst, part time kick boxer, runner
bondgirl @bondgir60905823
1K Followers 1K Following Continually learning about markets…. fixed income obsessive, Occasionally I do drink cocktails 🍹
Canadian Banks @cadbanksonly
1K Followers 316 Following canadian bank or canadian bank adjacent content
HHRLLP @HeneinHutchison
3K Followers 294 Following Award winning boutique law firm. Practicing civil and criminal litigation. Advisory and investigative mandates.
Tristin Hopper @TristinHopper
29K Followers 6K Following Columnist and reporter at National Post, Canada's only newspaper. Most influential person of Canada. Canada moral leader. Beloved Canadian role model
Adam Posen @AdamPosen
60K Followers 625 Following President, @PIIE. Globalist. Former central banker. Political economy with a policy purpose. Now also on bluer skies adamposen @ .social
Jen Gerson @jengerson
34K Followers 2K Following Co-founder of @the_lineca. Chaotic Neutral. National Treasure. One-time trash cake ambassador. You know I'm right.
Helen Day @LBFlyawayhome
74K Followers 5K Following Everything old Ladybird books & their artists. A labour of love, not a job. ‘The Wonderful World of the Ladybird Artists' from 19th Jan @ Victoria Gallery, Bath
Stephen King @KingEconomist
22K Followers 402 Following Author, We Need to Talk About Inflation (Apr ‘23, https://t.co/naOVaWb6yh) Senior Economic Adviser, HSBC, freelance columnist, part-time pianist.
Jeanna Smialek @jeannasmialek
66K Followers 2K Following Federal Reserve and economy reporter @nytimes. Pittsburgh native, Tar Heel. Wrote a book on central banking's new era, link below.
Bay St. Boy 🥩 🔥.. @Baystboy
2K Followers 69 Following observations on RE and Int Rates and Investing..some BBQ adventures and cooking and gardening. If you don’t understand satire we won’t get along. 🇬🇷
Lizzy Burden @lizzzburden
14K Followers 5K Following UK correspondent @BloombergTV. Host 9-10am @BloombergRadio & daily Bloomberg UK Politics Podcast. Non-executive director @CreativeAccess. Ex Telegraph & Times.
Anna Edwards @annaedwardsnews
12K Followers 945 Following @bloombergtv anchor ‘Markets Today’ Early riser, econ watcher, walker & foodie. Opinions my own etc.
World Bollard Associa.. @WorldBollard
209K Followers 22 Following The official Twitter account of the World Bollard Association™️. MERCH STORE - https://t.co/lGlBqCjY49
Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Leigh-Ann Gerrans @Leighanngerrans
2K Followers 2K Following News Anchor @bloombergradio @bloombergTV #journalist #Zimbabwean Proud dog mom Super keen sportswoman Virgo who hates it when mercury is in retrograde
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Katie Martin @katie_martin_fx
99K Followers 2K Following FT markets ed. I don't post on this toxic thing any more. katie0martin on Bl*e Sk*. °°°join us°°°
Raya Jalabi | راي�.. @rayajalabi
8K Followers 2K Following @FT Middle East Correspondent (🇱🇧🇸🇾🇮🇶 ). I don't like condensing thoughts and I don't like Twitter. مراسلة الفاينانشال تايمز ببيروت | [email protected]
Derek DeCloet @decloet
7K Followers 4K Following Managing editor for Bloomberg in Canada. Views are mine. Retweets≠endorsements. News tips: ddecloet at https://t.co/IYM2WDp8eh. DMs open. DM for mobile/Signal.
Smarten Up Institute @SmartenUpInst
509 Followers 1K Following Canada's financial industry’s best education and training center. All financial professionals- this one's for you!
Old Toronto Series @oldTOseries
18K Followers 244 Following Twitter account for the Old Toronto Series. Make sure to also check out @oldcanadaseries. run by: @morgan_c_ross. Want to support? “Buy me a coffee!” click ⬇️
Torex Gold @TorexGold
983 Followers 89 Following Torex Gold $TXG $TORXF: A Canadian-headquartered Gold producer, exploring, developing and operating the Morelos Gold Property in Guerrero, Mexico.
Art Deco Society UK @ArtDecoSocUK
23K Followers 723 Following Official Twitter acc for the Art Deco Society UK. Follow us to see news, updates & help spread the love for the UK’s Art Deco or join the Society using the link
Gina Martin Adams @GinaMartinAdams
16K Followers 788 Following Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a division of Bloomberg LP, and is based in New York, NY.
Kailey Leinz @kaileyleinz
29K Followers 957 Following In Washington for @BloombergTV! Co-host of Balance of Power, weekdays 1pm & 5pm ET. Fast talker, fast walker, and Wahoo. Opinions mine.
Greg Orencsak @orencsak
1K Followers 349 Following Deputy Minister at Ontario Ministry of Finance and Chair of Ontario Financing Authority. Proud public servant. Views are my own. Re-tweets aren’t endorsements.
MichaelKitces @MichaelKitces
86K Followers 484 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
K Taylor @OneGalsToronto
1K Followers 871 Following One gal’s attempt to unearth the stories of Toronto’s forgotten people and places. Author of Toronto: City of Commerce 1800 - 1960 @[email protected]
Kriti Gupta @KritiGuptaNews
8K Followers 1K Following Anchor & Markets Correspondent @BloombergTV 🎥 @BloombergRadio🎙 Former squawk🎧Tracking markets tick by tick📈Here to learn.💭 mine. Same handle on Instagram📷
Canadian Underwriter @CdnUnderwriter
12K Followers 4K Following Canadian Underwriter is Canada's insurance and risk magazine, providing insurance professionals with an award-winning package of articles, news and features.
Katie Greifeld @kgreifeld
95K Followers 2K Following markets & macro @business, anchor of 10am ET and ETF IQ on @bloombergtv. @haverfordedu / @columbiajourn alum. ktkaos on Insta/Threads. Opinions mine.
Lara Rhame @Economist_Rhame
509 Followers 148 Following Chief U.S. Economist @fsinvestments. Petite woman with a big outlook. Drawing connections between Main St., Wall St. and world economies.
Paul Nazareth @UinvitedU
18K Followers 15K Following Helping charities fundraise, donors give, advisors with client philanthropy. Networking & digital business enthusiast. Opinions, my own.
Senator Ratna Omidvar @ratnaomi
14K Followers 3K Following Independent Senator for Ontario @SenateCA 🇨🇦.Interested in ideas, evidence & analysis on migration, diversity, global affairs, anti-corruption & philanthropy.
In Committee @HoCCommittees
12K Followers 3 Following Official account for info about the work of committees of the House of Commons. Notices: https://t.co/8QroabO1tB FR : @CdcComites
In the Chamber @HoCChamber
33K Followers 4 Following Official account for regular updates about proceedings of the House of Commons Chamber. Notices: https://t.co/8QroabO1tB FR : @CdcChambreAn exciting day for me! My TFSA day trading column was quoted by the Tax Court in the decision on costs. (See Footnote 3) decision.tcc-cci.gc.ca/tcc-cci/decisi…
The federal government is moving ahead with changes to the tax treatment of dividends on Canadian shares for financial institutions, a move that could filter down into higher fees for investment products. buff.ly/47CVMFk
Helping you buy your first home!! financialadviceforall.com/fhsas-helping-…
After recovering from my 3rd surgery in 3 months, I have started climbing the mountain again. My focus remains with those who hurt and their families. Today I can stand, walk a few steps with the walker and work on ballet arms. Hoping for a better tomorrow for all.
I was happy to provide my thoughts and participate in a tax and financial planning conversation regarding the new #FHSA account (available in 2023) in this article by @rudymezzetta of @IE_Canada. investmentexecutive.com/newspaper_/new…
What @politicoottawa's newsletter says... For the love of editorial scheduling, can someone just release this date? #cdnpoli
Hello hello! I'm very excited to share some personal news: this is my last week of freelance. As of June 1, I'll be joining the @financialpost as a reporter! Can't wait to get ~down to business~ with this talented team. 🥳
Just out - new UHNW report! "US estate tax planning for Canadians" If you own U.S. assets, are a U.S. person, or have U.S. beneficiaries, U.S. federal transfer taxes may apply to you. Here's some planning ideas to contemplate! @cibc cibc.com/content/dam/pe…
New data from CRA shows Canadians have nearly 300 billion reasons to love their TFSAs financialpost.com/personal-finan…
Handwritten will on napkin declared valid by Canadian court | STEP shar.es/aHgUNG
1/ This week in @OSC_News, #OSC reported & @rudymezzetta at @IE_Canada also reported on the removal of Issam Bouji & Global Growth Assets from the capital markets in a group RESP(Group SPD) case that dates to a settlement 2014 agreement & earlier orders (securities, criminal
Celebrating the @MapleLeafs @AM34 hat trick with @CarltonTheBear
End-of-year tax tips for 2019. ow.ly/sfEI50xC8V7
An informative article on the treatment of TFSA's upon death of the account holder - with insights from RBC Royal Trust's Tracey Woo. Many TFSA's may have grown to a substantial size over the last 10 years since they were first int…lnkd.in/gcgVKYf lnkd.in/g7YeWkG
Can I just marvel at the fact that I completed every task on today's to-do list? I swear, there's proof! (And for those who can read that chicken scratch, yes, I do have to remind myself to tweet out stories).
OSC Chair Maureen Jensen and @melissagshin discussing the benefits and barriers to board diversity at the Women in the Financial Industry 2019 conference.
I'm a big fan of @TheHillTimes folks - some of the hardest-working people I know, including these two! Always there to answer my questions and provide guidance. #cdnmedia
Let's just pretend Gatineau put these fireworks on just for me, shall we? #TisACapitalBirthday
A constantly-monitored email account will not update any faster with accepted interview requests. Seriously, folks, I will vent about this all summer ... except for the two weeks I'm on vacation when I won't be responding to emails or tweeting, of course.
Trends for United States
You might like
