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Ellen Bessner>
Advisor at Risk

Ellen Bessner

If the regulator or SRO comes knocking, answer the door

Not responding will result in a much harsher penalty

  • May 17, 2019 May 10, 2019
  • 16:00

Understanding your fiduciary duty

Tips for knowing when you’re in a fiduciary relationship and providing dutiful service

  • April 18, 2019 May 13, 2019
  • 17:00

Invisible women clients

Advisors who ignore this emerging pool of wealth do so at their own peril

  • March 22, 2019 May 13, 2019
  • 16:23

Three key principles for power of attorney

As the Canadian population ages, many advisors face difficult situations regarding POA

  • February 22, 2019 May 13, 2019
  • 16:30
Paul Bourque portrait Inside Track>
Investment Funds

Paul Bourque

senior couple meets with advisor at home

The value of asking clients for a trusted contact

Getting a contact name early can help advisors manage issues before they arise

  • May 15, 2019 May 7, 2019
  • 16:00

Applying a behavioural lens to improve financial disclosure

Research shows that behavioural insights can improve the way information is shared with investors

  • March 13, 2019 April 6, 2019
  • 16:40

Controlling the cost of regulation is a must

Regulators need to introduce systemic changes that will control the growth of regulation, improve regulatory efficiency and reduce the regulatory burden

  • January 17, 2019 April 6, 2019
  • 06:00

Leveraging behavioural economics research to enhance disclosure

Existing research shows that providing investors with clear and timely information, in a format that’s proven to be effective, can only lead to better outcomes

  • November 15, 2018 April 6, 2019
  • 06:00
tax inspector investigating financial documents through magnifying glass, forensic accounting or financial forensics, inspecting offshore company financial papers, documents and reports.

A cautionary tale on interest deductibility

A recent FCA case confirms a lower court’s decision restricting interest deductibility when ROC is involved

  • May 10, 2019 May 8, 2019
  • 16:00

Canadians love their tax refunds

Advisors can play a huge role in helping clients understand how taxes affect their investments

  • April 12, 2019 May 3, 2019
  • 12:17

Jamie’s top RRSP tips for clients

As the annual contribution deadline approaches, here are three ways to help your clients get the most from their RRSPs

  • February 19, 2019 May 3, 2019
  • 06:00

Start 2019 off on the right tax foot

Your employee and retiree clients could take advantage of these astute tax-planning strategies for the current taxation year

  • January 21, 2019 May 3, 2019
  • 06:00
Carey List>
Focus on Financial Planning

Cary List

Business man climbing up on hand drawn staircase job change promotion corporate ladder

Long overdue title protection coming to Ontario

But the devil will be in the details

  • May 3, 2019 May 20, 2019
  • 16:49

Now is the time to regulate financial services titles

Consumers expect professionalism and true value from financial advisors

  • March 8, 2019 May 20, 2019
  • 17:00

Turbulent markets require a professional touch

Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility

  • January 14, 2019 May 20, 2019
  • 06:00

All Canadians must have access to a financial planner

The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served

  • November 12, 2018 May 20, 2019
  • 07:00

The benefits of factor-based investing

Why to consider multifactor ETFs

  • April 30, 2019 May 6, 2019
  • 12:26

Constructing ETF portfolios

The amount of time and effort put into deciding the benchmark for each portfolio you build is critical

  • February 4, 2019 May 6, 2019
  • 06:00

Making the paradigm shift to ETFs

One advisor shares her journey on making the switch to a fee-based practice focused on providing client portfolios of ETFs

  • November 8, 2018 May 6, 2019
  • 06:15