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Hi-tech technological background with numbers and calculations

Crossing the digital divide in wealth management

Tech adoption isn’t optional given client expectations and trends

  • August 8, 2022 August 8, 2022
  • 15:00

The role of tech in post-pandemic wealth

Leverage digital momentum to capitalize on trends

  • June 13, 2022 June 13, 2022
  • 15:00

Leveraging compliance to grow your assets

Tech frees advisors to focus on building successful practices

  • April 22, 2022 April 22, 2022
  • 15:00

How leveraging tech supports advisors’ books

Client attrition trends and regulatory reform demand digital adoption

  • February 28, 2022 February 23, 2022
  • 15:00
Ian Russell
Industry Perspectives

Ian Russell

usiness team in a meeting looking at a sheet of paper

Keeping clients close in turbulent times

Advisors and firms are well positioned to instil investor confidence

  • August 3, 2022 August 3, 2022
  • 15:00

Finding the right policy to expand small business investment

Taxpayer incentives, pension fund mandates are options worth exploring

  • June 8, 2022 June 8, 2022
  • 15:00

Renovating private equity markets in Canada

Action is critical given the importance of small business to the economy

  • April 5, 2022 April 5, 2022
  • 15:00

Expect turbulence ahead in wealth markets

Positioning, sound policy will help firms weather the inflationary storm

  • February 18, 2022 February 18, 2022
  • 12:43
Ellen Bessner
Advisor at Risk

Ellen Bessner

man opening curtain to reveal something

Best kept secret about KYC

Advisors ignore this important know-your-client item to their detriment

  • July 25, 2022 July 20, 2022
  • 15:00

Big fat questions to get clients talking

Fulfil your KYC obligations without infringing on client privacy

  • June 6, 2022 June 6, 2022
  • 15:00

Getting out of Dodge is not the answer

Advisors who leave the industry to avoid investigations and hearings suffer more severe penalties

  • April 21, 2022 April 21, 2022
  • 15:00

Serving fewer clients can lead to a big payoff

Focus on a target market and meet your regulatory obligations

  • April 4, 2022 April 1, 2022
  • 15:00
Susan Silma
Compliance CX

Susan Silma

5 ways to better serve aging clients

Support a maturing demographic by adapting to changing needs

  • July 20, 2022 July 20, 2022
  • 15:00

Younger Canadians want to work with advisors, but on their own terms

Use these tips to meet their expectations

  • May 25, 2022 May 25, 2022
  • 15:00

How advisors can support women’s growing share of wealth

Use these strategies to strengthen client relationships

  • March 30, 2022 March 30, 2022
  • 15:00

Demonstrate commitment to client outcomes with the CFRs

By leveraging the regulations, you can build deeper relationships and reinforce the value of your advice

  • February 2, 2022 February 2, 2022
  • 15:00
man reading tablet and writing on paper

Claiming a foreign tax credit isn’t always guaranteed

Help your client avoid double taxation

  • July 19, 2022 July 19, 2022
  • 15:00

Determining if a trip is a taxable benefit

The answer depends on your role

  • June 15, 2022 June 15, 2022
  • 15:00

Help your client split income with a prescribed rate loan

Consider the strategy now before the rate rises on July 1

  • May 18, 2022 May 18, 2022
  • 15:00

CRA urges potential property flippers to amend tax returns

Campaign targets PRE abuse ahead of anti-flipping tax proposal

  • April 20, 2022 April 20, 2022
  • 15:00