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  1. Fiona Collie
    Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Brokerage Report Card 2017. This year, investment advisors with bank-owned investment dealers were unhappy with their firm for several reasons.
  2. Richard Jenkins
    Richard Jenkins, chairman and managing director at Black Creek Investment Management Inc. and winner of the 2015 Morningstar Foreign Equity Fund Manager of the Year award, explains how active investing manages downside risk where passive investing cannot.
  3. Fiona Collie
    Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ thoughts about the CSA’s proposal to introduce a best interest standard and whether their firms are encouraging advisors to drop the smallest clients from their books of business.
  4. Fiona Collie
    Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ favourable views of the regulators and other key findings in the Report Card.
  5. Debbie Pearl-Weinberg
    Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on expanded tax credits in the 2017 federal budget.
  6. Debbie Pearl-Weinberg
    Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on five boutique tax credits eliminated in the 2017 federal budget. Weinberg spoke from the federal budget lockup in Ottawa.
  7. Debbie Pearl-Weinberg
    Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on 2017 federal budget changes to the tax structures on private corporations. Weinberg spoke from the federal budget lockup in Ottawa.
  8. Debbie Pearl-Weinberg
    Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, explains changes to tax and investment strategies allowed in RESPs and RDSPs. Weinberg spoke from the federal budget lockup in Ottawa.
  9. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce's wealth strategies group, outlines the possible impact of the upcoming federal budget on capital gains, boutique tax credits and tax rates and thresholds.
  10. Alfred Lee
    Alfred Lee, vice president, portfolio manager and investment strategist, global structured investments, BMO Asset Management Inc., outlines the global interest rate outlook for 2017 and gives tips on fixed-income strategies.