Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on expanded tax credits in the 2017 federal budget.
Clients don’t have to give up returns to embrace RI
Once a misunderstood niche area of RI, impact investing is attracting attention and assets
There is wide variation when it comes to how managers choose RI investments
Environmental, social and governance issues are the three pillars of responsible investing
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
What your clients really need is for you to hear them, but how do you do that?
Investor group says CSA must go deeper than an IIROC-MFDA merger review