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Miniature House on A Financial Graph

Tax compliance for clients with U.S. property

The CRA has taken an interest in U.S. real estate transactions

  • July 31, 2020 July 31, 2020
  • 16:00

Prescribed rate loan planning

Help your clients with their income splitting strategies

  • July 3, 2020 July 3, 2020
  • 15:31

Help your clients plan for tax owing on CERB payments

Payments must be reported as income for the 2020 tax year

  • June 5, 2020 June 5, 2020
  • 14:39

Is it time for temporary, tax-free RRSP withdrawals?

Many retirees are ineligible for the government assistance being offered during Covid-19

  • May 8, 2020 May 8, 2020
  • 14:39
Ian Russell
Industry Perspectives

Ian Russell

Partners discussing new plans

Closing the circle to benefit investors

SRO reform can lead to a better outcome for dealers and their clients

  • July 29, 2020 July 16, 2020
  • 16:00

Culture can’t be lost in shift to remote work

Executives have realized that remote-based operations can continue in a post-pandemic world

  • June 3, 2020 June 3, 2020
  • 13:58

Ontario securities task force has opportunity to do more

The task force’s approach should extend beyond updating the Ontario Securities Act

  • April 8, 2020 April 8, 2020
  • 16:53

Expect structural change in the investment industry as competitive conditions intensify

Scale is vital to the success of smaller investment dealers

  • February 12, 2020 March 13, 2020
  • 15:47
Dustyn Lanz
Responsible Investing

Dustyn Lanz

black lives matter peaceful protest

Now is a moment for action

How investors can advance racial justice in their portfolios

  • July 17, 2020 July 17, 2020
  • 16:00

ESG and Covid-19: Four market trends

Social issues move front and centre as ESG funds prove their mettle

  • April 20, 2020 April 20, 2020
  • 16:53

Why some ESG funds hold oil and gas stocks

There are inclusionary and exclusionary approaches to responsible investing

  • January 31, 2020 March 6, 2020
  • 15:53

Research shows investors value sustainability

Study finds causal evidence that retail investors will move assets into RI funds if it is made easier to do so

  • October 11, 2019 November 16, 2019
  • 15:19
Susan Silma
Compliance CX

Susan Silma

woman sitting at laptop

Are clients ready for what’s next?

How you can help clients be better prepared for the unexpected

  • July 15, 2020 July 15, 2020
  • 15:54

The future of client relationships post-lockdown

Four positives that may come out of the pandemic

  • May 21, 2020 May 21, 2020
  • 18:28

What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

  • March 24, 2020 March 24, 2020
  • 16:07

5 ways you can increase client engagement during RRSP season

Take the time to help your clients become more financially literate. It’s worth it — for you and for them.

  • January 29, 2020 January 29, 2020
  • 15:25
Compliance Rules Law Regulation Policy Business Technology concept.

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

Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

  • May 20, 2020 May 20, 2020
  • 10:37

Trust, disclosure and technology

How being transparent with your clients can help build stronger relationships

  • March 20, 2020 March 20, 2020
  • 16:09

The forces of technology: automation and augmentation

Using technology to augment your practice can help strengthen your relationships with clients

  • January 24, 2020 January 24, 2020
  • 16:18