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Carey List
Focus on Financial Planning

Cary List

boomer couple signing contract with financial planner

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

An encouraging step to improve financial literacy

The implementation of financial self-efficacy skills development in the school system is long overdue

  • August 7, 2020 August 7, 2020
  • 14:42

Embracing new ways of connecting with clients

As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians

  • June 12, 2020 June 12, 2020
  • 16:39
woman sitting at laptop

Which home-office expenses can be reimbursed tax-free?

The CRA has provided more details on the types of home-office expenditures employees can be reimbursed for without incurring a taxable benefit

  • November 20, 2020 November 20, 2020
  • 15:00

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

  • October 23, 2020 October 23, 2020
  • 17:02

Help your clients plan for instalment payments

Clients can minimize payments by choosing the calculation method that best suits them

  • September 25, 2020 September 25, 2020
  • 15:27

After the CERB…

Breaking down eligibility requirements for three new government benefits

  • August 28, 2020 August 28, 2020
  • 15:28
Ian Russell
Industry Perspectives

Ian Russell

Asian senior father and adult son at home. Family living lifestyle.

Helping different generations meet their retirement goals

Continued transformation and innovation is needed to meet the demands of baby boomers and millennials

  • November 18, 2020 November 18, 2020
  • 16:51

The coming battleground for retail distribution

The recent uptick in small advisory firms reflects several factors affecting the Canadian wealth business

  • October 6, 2020 October 6, 2020
  • 09:35

More effort needed to achieve task force policy objectives

Overlapping regulatory agendas will require constructive coordination

  • September 23, 2020 September 23, 2020
  • 16:39

Closing the circle to benefit investors

SRO reform can lead to a better outcome for dealers and their clients

  • July 29, 2020 July 16, 2020
  • 16:00
Susan Silma
Compliance CX

Susan Silma

advisor with client

Value for fees: What investors now expect from their advisors

Changing investor expectations create new opportunities for advisors

  • November 4, 2020 November 4, 2020
  • 15:58

From crisis to opportunity

How you can provide value for clients in a changing world

  • September 9, 2020 September 9, 2020
  • 20:16

Are clients ready for what’s next?

How you can help clients be better prepared for the unexpected

  • July 15, 2020 July 15, 2020
  • 15:54

The future of client relationships post-lockdown

Four positives that may come out of the pandemic

  • May 21, 2020 May 21, 2020
  • 18:28
woman with a laptop

The acute impact of Covid-19 on digital wealth transformation

The pandemic has made digital transformation a top priority

  • October 30, 2020 October 30, 2020
  • 15:00

Let technology do what no human is capable of

Advisors may have to consider 1 million data points per day when the CFRs come into force

  • September 4, 2020 September 8, 2020
  • 15:56

A compliance ROI model for client-focused reforms

Effective compliance measures mean you’re less likely to lose clients

  • July 10, 2020 July 10, 2020
  • 16:21

Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

  • May 20, 2020 May 20, 2020
  • 10:37