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TSX partially rebounds from weak start

Oil prices dip to two month low

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MFDA bans former Investia rep

Ontario advisor referred clients to invest in syndicated mortgages off book

Judge gavel, scales of justice and law books in court

Court dismisses malicious prosecution lawsuit against AMF

Quebec regulator’s investigation and complaint covered by its statutory immunity

parents helping teenage son pack for college

Kids investing earlier than their parents

Advisors can help parents looking to teach financial literacy lessons

Big Marijuana Bud on Indoor Plant Under Lights at Cannabis Farm

Legalized pot provides greater opportunities for banks

Industry expansion will require more extensive financial services

Skyline of downtown Montreal in Summer

PWL announces Brenda Bartlett as new CEO

Anthony Layton will continue to play an important role as chairman

  • By: IE Staff
  • October 22, 2018 October 22, 2018
  • 17:35

Beyond our borders

Many investors, including HNW clients, need to be educated about the world of opportunity in global markets

Investment Execuitve Mid-October 2018 page 10

Newsmaker: A home for independent advisors

Stéphane Dulude will be drawing on his experience to help Peak Financial Group expand its footprint outside Quebec

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
  • October 19, 2018 October 19, 2018
  • 14:00
mature couple at home meeting with financial advisor

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Financial planning aids asset retention: report

U.S. advisors are increasingly using financial planning to build trust with clients

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition