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ETFs

Mary Hagerman

Mary Hagerman, M.Sc., FCSI, CIM, Pl. Fin., is an award-winning investment advisor and portfolio manager in the Montreal office of Raymond James Ltd. Mary is considered a pioneer in creating and managing ETF-based portfolios. She is also the author of the book The Black Belt Investor: A Martial Arts Guide to Wealthness; How to Kick Butt and Feel Rich! as well as the host of the podcast The Happy and Prosperous Life.

Information provided is not a solicitation and although obtained from sources considered reliable, is not guaranteed. The view and opinions contained in the article are those of the author, not Raymond James Ltd. Raymond James Ltd. member of Canadian Investor Protection Fund.

ETF outlook for 2025 and beyond

Continued growth and innovation are expected

December 10, 2024 December 10, 2024
13:00

Celebrating 10 years of ETF-based portfolio returns

Why one portfolio manager believes ETFs have revolutionized the investment landscape

September 10, 2024 September 16, 2024
13:00

Why holding index funds within a life insurance policy can be tax-efficient

Permanent insurance also has a host of other tax benefits

June 11, 2024 June 6, 2024
13:00

My secret weapon for better portfolio management

Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

March 12, 2024 March 13, 2024
13:00

Reasons to be cautious when investing in AI

Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully

December 12, 2023 November 27, 2023
13:00

Real estate investing vs. equities investing: which is better?

Opinion: The answer comes down to diversification and liquidity factors

August 17, 2023 August 17, 2023
14:58

New ETF offerings require careful due diligence

Opinion: The cease-trade order on Emerge ETFs provides a cautionary tale for investors and advisors

May 9, 2023 May 9, 2023
15:00

Don’t underestimate female investors

Opinion: Women know more about investing than they think, writes Mary Hagerman

March 8, 2023 February 28, 2023
06:00

Answering more of a young investor’s questions about ETFs

Digging deeper into ETFs and portfolio construction

December 13, 2022 December 8, 2022
13:00

How to answer young investors’ questions about ETFs

If we want to serve our clients’ children, we must be comfortable teaching the basics of investing

September 13, 2022 September 1, 2022
13:00

More columnists

Focus on Financial Planning

Tashia Batstone

Professional standards matter more than ever

We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it

February 11, 2025 February 10, 2025
06:59

Breaking down barriers to financial planning access

Professional planners have a vital role to play in helping underserved Canadians

December 9, 2024 December 9, 2024
16:00

A time of transition for the financial planning profession

Financial planners continue to adapt to a whirlwind of new developments in recent years

October 11, 2024 October 11, 2024
16:27

To deliver value, financial planners must move beyond tech assumptions

It’s time to dig deeper to understand how Canadians want to receive financial planning advice

August 19, 2024 August 16, 2024
16:00

Advisor at Risk

Ellen Bessner

Advisors are at risk

Protect your business and reputation by managing these 5 risks

February 10, 2025 February 10, 2025
16:00

Breaking up doesn’t have to be hard to do

Three steps to reduce the risk and pain of advisor partnership breakups

November 22, 2024 November 22, 2024
16:00

Breaking up is hard to do, Part 1

Risks when partnering with other financial advisors

November 11, 2024 November 24, 2024
16:22

Don’t go down with your client’s ship

Use these three steps to deal with clients who insist on unsuitable investments

September 30, 2024 September 30, 2024
16:00

Compliance CX

Susan Silma

8 ways to wow your clients in 2025

Exceed their expectations with high-quality meetings, proactive communication and more

February 4, 2025 February 4, 2025
09:06

In the advice industry, it’s all about technology

Make the most of tech with these tips for advisors, firms and providers

December 10, 2024 December 10, 2024
16:00

The new retirement requires a new approach

It’s time to think differently about retired clients

October 16, 2024 October 16, 2024
16:09

A better way to meet compliance disclosure requirements

Let’s use principles-based regulation to clients’ advantage

August 21, 2024 August 16, 2024
16:00

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Alts

Nimar Bangash

Alternative investments offer diversification and more

They’re not right for all clients though, and not all advisors either

January 31, 2025 January 31, 2025
08:12

ETFs

Mary Hagerman

ETF outlook for 2025 and beyond

Continued growth and innovation are expected

December 10, 2024 December 10, 2024
13:00

Celebrating 10 years of ETF-based portfolio returns

Why one portfolio manager believes ETFs have revolutionized the investment landscape

September 10, 2024 September 16, 2024
13:00

Why holding index funds within a life insurance policy can be tax-efficient

Permanent insurance also has a host of other tax benefits

June 11, 2024 June 6, 2024
13:00

My secret weapon for better portfolio management

Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

March 12, 2024 March 13, 2024
13:00

Investment Funds

Andy Mitchell

Global perspectives and trends shaping the investment funds industry

IFIC panel discusses ESG disclosures, fund sales and international collaboration

December 2, 2024 December 2, 2024
16:00

Investment funds industry bucks Canada’s low-productivity trend

Conference Board of Canada report details industry’s economic impact

October 7, 2024 October 7, 2024
20:39

Financial literacy is a shared responsibility. Let’s get it right

Opinion: Education should be widely accessible and relevant to today’s youth

August 12, 2024 August 12, 2024
16:48

Building trust with fee transparency

IFIC is working with the industry and regulators on TCR implementation

June 17, 2024 June 17, 2024
16:00

Technology

David Reeve

Intergenerational wealth transfer can be captured with tech

Engage younger investors on their terms

November 27, 2024 November 22, 2024
16:00

Addressing internal challenges to wealth firms’ growth

Advisor time constraints, attrition are controllable factors

October 2, 2024 October 2, 2024
15:04

Capturing the mass affluent wealth segment

This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice

July 29, 2024 July 29, 2024
16:00

Leverage pre-trade compliance to drive value

New regulations come with cost but also opportunity

June 10, 2024 June 10, 2024
15:58

Tax Matters

Jamie Golombek

CRA confirms its approach to interest deductibility

Agency provides examples of when income-earning purpose is met

November 6, 2024 November 6, 2024
16:00

Another reminder to help clients understand their TFSA room

Taxpayer penalized for overcontribution after relying on My Account information

July 25, 2024 July 25, 2024
16:00

Considering capital gains post–June 25

Advisors should speak to clients annually about crystallization

June 25, 2024 June 25, 2024
16:00

Ensure your client reports all RRSP contributions

In one case, failure to report resulted in an overcontribution penalty

April 10, 2024 April 10, 2024
16:05

Responsible Investing

Dustyn Lanz

Investor stewardship and proxy voting: A new era of transparency

Public database of proxy voting records aims to better align asset managers and owners

July 22, 2024 July 22, 2024
16:00

5 actions for fund managers to overcome ESG pain points

Evolving expectations leave some managers struggling

October 16, 2023 October 16, 2023
15:00

Will Canada import America’s anti-ESG campaign?

Opinion: The backlash has limited prospects for four reasons

July 26, 2023 July 26, 2023
15:00

Understanding Canada’s proposed climate finance taxonomy

The goal is to create a common language for the issuance of financial instruments

April 19, 2023 April 19, 2023
16:10

Industry Perspectives

Ian Russell

Opinion: Tax reform needed to lift gloom in corporate sector

Federal budget did little to invigorate sluggish investment spending

April 4, 2023 April 4, 2023
15:00

Does growth in self-managed accounts defy need for advice?

Tech, profound shocks have changed investor behaviour

January 16, 2023 January 16, 2023
15:00

Creating policy to improve business spending, productivity

A new approach is needed to replace failed government programs

November 21, 2022 November 21, 2022
15:00

For fair and balanced regulation, displace expert committees

Regulators require internal compliance expertise

September 26, 2022 September 26, 2022
15:00

Investment Funds

Paul Bourque

Reducing regulatory burden: An ongoing priority

Regulatory efficiency saves costs and ultimately benefits investors

January 25, 2023 January 25, 2023
15:00

Financial advice and the resilient investor

Advisors play an important role in enhancing resiliency

November 23, 2022 November 23, 2022
15:00

Investment funds and the move to T+1

The best solution to the complex transition may be flexibility

September 12, 2022 September 12, 2022
15:00

Successful rule implementation requires industry collaboration

The delivery of policy shouldn’t be a last step

July 18, 2022 July 18, 2022
15:00

ETFs

Pat Dunwoody

5 things to know about leveraged and inverse-leveraged ETFs

Get the inside scoop, from fund features to volatility and risk

September 13, 2022 August 31, 2022
13:00

How ETFs can help you navigate volatility

Volatility is stressful but not novel, and ETFs can work in a jarring investing climate

July 12, 2022 June 28, 2022
13:00

Better and more integrated ESG investing standards are progressing

An enhanced Canadian ESG identification framework is advancing on a foundation of international and domestic norms

April 14, 2022 April 13, 2022
13:00

Validate your processes and think “win-win” when it comes to applying CFRs

The CFRs are really about formalizing and documenting processes to prove they’re followed

November 9, 2021 November 3, 2021
13:00

ESG and DEI

Shilpa Tiwari

Sustainability or ESG?

Identify companies that understand the difference

June 29, 2022 June 28, 2022
13:00

Social purpose: A business imperative

Help clients identify companies with meaningful purpose

October 26, 2021 October 26, 2021
15:00

ESG reporting: A means to progress…or a means to an end?

The increase in ESG reporting hasn’t been accompanied by improvements to society and the environment

July 27, 2021 July 27, 2021
16:00

Does the climate change movement have a diversity, equity and inclusion problem?

The communities most affected by changing climatic conditions are the least likely to be invited to participate in discussions

April 27, 2021 April 27, 2021
14:09

Derivatives

The Canadian Derivatives Institute

Fund administrator: Understanding this essential support role

Services include addressing investor requirements and mitigating compliance risk

December 3, 2021 December 3, 2021
15:00

Hedging against climate risks using weather derivatives

Alain Brisebois of CWP Energy discusses these often-misunderstood products

September 10, 2021 September 10, 2021
16:27

The future of ETFs

Erika Toth of BMO Global Asset Management shares her thoughts on the ETF landscape

June 4, 2021 June 8, 2021
15:30

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

Focus on Financial Planning

Cary List

The future has never looked brighter

In his final column, Cary List shares his thoughts on the future of financial planning

March 26, 2021 March 26, 2021
15:00

Financial literacy: taking the long view

The Financial Consumer Agency of Canada’s renewed national strategy for financial literacy can help Canadians focus on the future

January 29, 2021 January 29, 2021
15:00

Toward a grand renewal

Financial planners can play a key role in rebuilding Canadians’ confidence

November 27, 2020 November 26, 2020
15:00

On the cusp of momentous change in Ontario

A new regulatory framework, years in the making, is an opportunity for Ontario to be a model for other provinces

October 2, 2020 October 2, 2020
17:57

Focus on Financial Planning

Keith Costello

Millennials see retirement and financial planning differently than other generations

Financial planners and financial advisors need to understand millennials’ preferences to gain their trust and business

November 15, 2019 November 16, 2019
15:31

Listening is key to conversation

Financial advisors can build deeper connections with clients by using active listening skills

September 20, 2019 November 16, 2019
10:50

Vulnerable clients need special care and due diligence

Financial advisors should be aware of how to identify and engage effectively with vulnerable clients

August 7, 2019 November 16, 2019
17:02

Deciphering Ontario’s Financial Professionals Title Protection Act

Financial planners and advisors should be aware that the act may go beyond title protection

May 31, 2019 November 16, 2019
15:54

Technology

Anthony Boright

Technology will drive harmonization, regulators say

The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations

January 2, 2018 November 14, 2019
10:30

AI is not just another fad

AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role

October 29, 2017 November 14, 2019
13:00

Is financial services the next music industry?

Blockchain technology may transform financial services just as peer-to-peer file-sharing technology changed the music industry almost 20 years ago

September 4, 2017 November 14, 2019
17:00

Clients want humans, not robots

Far from replacing interaction with real people, technology strengthens the financial advisor’s client service

July 10, 2017 November 14, 2019
05:00

Cybersecurity

Yan Huard

Managing the risks related to social media

Read and follow your firm’s guidelines on social media use and take the necessary steps to protect yourself

September 20, 2017 November 17, 2019
16:20

Why security professionals fell short on ransomware attacks

Although it’s costly to upgrade key IT systems, the costs of not doing so could be much greater

July 27, 2017 November 17, 2019
05:00

Cyberthreats extend beyond money

Hacktivism, ideological insiders and intelligence gathering are key sources of cyberattacks threating financial services firms

May 25, 2017 November 17, 2019
09:30

Cloud computing: Bringing light to security issues

Now is the time to adopt a concerted cloud migration strategy because the security challenges associated with this technology will be on our radar screens…

March 23, 2017 November 17, 2019
06:00

Responsible Investing

Deb Abbey

The need for sustainable business supply chains is growing

Advisors and their clients stand to benefit when corporate leaders focus on building socially and environmentally responsible enterprises

February 21, 2017 November 17, 2019
06:00

Opportunity knocks for investors who want to make an impact

A growing base of investors are looking for investments that contribute measurably to environmental and social sustainability

October 20, 2016 November 17, 2019
05:00

Diversity makes dollars and sense

Corporate boards and executive teams that lack gender and cultural diversity risk missing out on opportunities to generate long-term value

August 18, 2016 November 17, 2019
05:00

Good corporate governance matters

You can play an active role in ensuring company executives and directors are working in the best interests of their shareholders

June 16, 2016 November 17, 2019
05:00

Protecting Investors

Neil Gross

Be bold, regulators

Those still timorous and uncertain about introducing a best interest duty have a duty, themselves, to become decisive

October 31, 2016 November 10, 2019
05:00

Non-GAAP metrics: investors’ little helpers or harmful nonsense?

Every company can calculate non-GAAP metrics however they want, so there’s real risk of investors and markets being misled

October 3, 2016 November 10, 2019
05:00

Class dismissed

Overcautious courts are erecting barriers to securities class actions, even though these lawsuits are essential for maintaining the integrity and fairness of our capital markets

September 6, 2016 November 10, 2019
09:00

Why is deficient issuer disclosure allowed to persist?

Data show that investors routinely receive, or are at risk of receiving, seriously bad disclosure from reporting issuers more than a quarter of the time

August 8, 2016 November 10, 2019
06:30