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Worried about a possible increase to the capital gains inclusion rate?

Options for your clients to consider if they’re concerned about the inclusion rate increasing

  • March 19, 2021 March 19, 2021
  • 16:00

Why clients should contribute to RRSPs before the deadline

Some clients may be reluctant to maximize their RRSPs for fear of missing out on other tax advantages

  • February 19, 2021 February 19, 2021
  • 14:28

How should clients claim home office expenses this tax season?

Help your clients choose between the detailed method and a temporary flat-rate method 

  • January 22, 2021 January 22, 2021
  • 15:00

Help clients plan for tax-efficient charitable giving

Three topics to discuss with your clients before the end of the year

  • December 11, 2020 December 10, 2020
  • 15:00
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Too old for ETFs?

Clients with short time horizons may feel that indexed investing isn’t for them — but it can still work under the right conditions

  • March 9, 2021 March 9, 2021
  • 16:00

The time is right for ESG ETFs

One advisor explains why she’s seizing this moment to talk to clients about responsible investing

  • December 1, 2020 November 30, 2020
  • 16:00

How I keep clients invested during a crisis

Context and an ETF-based strategy help me to manage investor emotions

  • September 1, 2020 August 31, 2020
  • 16:00

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

  • June 2, 2020 June 1, 2020
  • 16:00

Integrating ESG factors into portfolio management

Vincent Beaulieu of Fiera Capital discusses his firm’s approach to ESG analysis

  • March 5, 2021 March 5, 2021
  • 13:52
advisor with client

Full disclosure: How to turn compliance into a competitive advantage

Frictionless, relevant disclosure is critical to building trust with clients

  • February 12, 2021 February 12, 2021
  • 15:15

The acute impact of Covid-19 on digital wealth transformation

The pandemic has made digital transformation a top priority

  • October 30, 2020 October 30, 2020
  • 15:00

Let technology do what no human is capable of

Advisors may have to consider 1 million data points per day when the CFRs come into force

  • September 4, 2020 September 8, 2020
  • 15:56

A compliance ROI model for client-focused reforms

Effective compliance measures mean you’re less likely to lose clients

  • July 10, 2020 July 10, 2020
  • 16:21
Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

This picture says the development of economy, successful, and achievement

Canadian investors continue to grow wealth through investment funds

Canadian investment fund sales and AUM saw a full rebound in 2020

  • February 10, 2021 February 10, 2021
  • 22:26

Why Canada needs a single SRO

Consolidating the MFDA and IIROC would ultimately benefit investors, writes Paul Bourque

  • December 9, 2020 December 10, 2020
  • 15:00

How are investors responding to enhanced disclosure?

Surveys show that the introduction of Fund Facts and CRM2 reports is achieving policy objectives

  • October 28, 2020 October 28, 2020
  • 15:53

Protecting older investors through a regulatory safe harbour

A safe harbour provision is necessary to ensure advisors act in their clients’ best interests 

  • September 2, 2020 September 2, 2020
  • 15:36