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5994395 - front view of the canadian parliament building , with nobody showing

Government help during Covid-19: a summary

Let clients know about available assistance

  • By: IE Staff
  • October 26, 2020 October 26, 2020
  • 11:00
Two senior ladies hiking in the woods

Survey finds Canadians aren’t sure how much they’ll need for retirement

Working Canadians have relatively low knowledge about financial topics, according to a Mackenzie survey

  • By: IE Staff
  • October 27, 2020 October 27, 2020
  • 13:26
female advisor with laptop

Understanding new Covid benefits can be a taxing process

Your clients may need to set aside funds to cover a potential tax bill in April

Portrait of smiling woman in office with tablet

TD launches financial planning app

Investors can build portfolios of individual TD ETFs or stocks

New indexes align with Paris Agreement targets

MSCI launches index family enabling investors to decarbonize portfolios

Canadian Parliament Building at Dusk

Federal budget update won’t have fiscal anchor, PM says

Trudeau said it would be premature to lock in a spending anchor while the country is still dealing with the pandemic

Solar farm on a rural hillside

Europe leads, Canada falters in green finance

Zurich takes top spot in global rankings, while Vancouver moves up

man on laptop

Clients’ priorities are shifting. Are you ready?

Advisors may need to review financial plans more as the pandemic forces clients' priorities to change

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

Results improve for HSBC in Q3

The bank recorded a profit of $157 million

  • By: IE Staff
  • October 27, 2020 October 27, 2020
  • 11:13
Queen's Park, Ontario legislature, exterior

Ontario to release budget next month

PCs will provide "three-year outlook" to build on pandemic recovery efforts

Partners discussing new plans

Fund dealers focus on middle-class investors

The average client has $75,000 in assets and is saving for retirement, an MFDA report says

10084982 - white piggy bank with change canadian scattered around

Time for BoC to pull back on QE, NBF suggests

The Bank of Canada is overdoing the federal bond buying, a report says

Want Investment Executive delivered to your home?

Address change would be temporary until quarantine efforts are lifted

  • By: IE Staff
  • April 1, 2020 May 13, 2020
  • 10:21
OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • September 29, 2020 September 29, 2020
  • 10:30
new rules

Get ready for new trust reporting rules

New disclosure rules come into effect in the 2021 tax year

The pandemic could affect when and how clients divorce

Lawyers explain the factors around choosing valuation dates for assets

Protecting yourself from claims when clients are stressed

Dissatisfied investors may confront advisors due to poor performance

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19