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Female advisor meeting with male client at hotel lobby

Prescribed rate loan planning

Help your clients with their income splitting strategies

  • July 3, 2020 July 3, 2020
  • 15:31

Help your clients plan for tax owing on CERB payments

Payments must be reported as income for the 2020 tax year

  • June 5, 2020 June 5, 2020
  • 14:39

Is it time for temporary, tax-free RRSP withdrawals?

Many retirees are ineligible for the government assistance being offered during Covid-19

  • May 8, 2020 May 8, 2020
  • 14:39

Help your clients navigate new RRIF rules

The federal government has lowered the minimum RRIF withdrawal rate for 2020

  • April 9, 2020 April 9, 2020
  • 16:44
Carey List>
Focus on Financial Planning

Cary List

advisor working from home

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

Helping Canadians navigate unprecedented challenges

The financial planning profession needs to ensure all Canadians have access to the advice they need

  • April 17, 2020 April 17, 2020
  • 14:25

Vision 2020: Taking stock a decade later

Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness

  • December 12, 2019 December 12, 2019
  • 16:50

Why enforcement is more critical than ever

The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession

  • October 18, 2019 November 10, 2019
  • 16:24
Ian Russell>
Industry Perspectives

Ian Russell

business woman

Culture can’t be lost in shift to remote work

Executives have realized that remote-based operations can continue in a post-pandemic world

  • June 3, 2020 June 3, 2020
  • 13:58

Ontario securities task force has opportunity to do more

The task force’s approach should extend beyond updating the Ontario Securities Act

  • April 8, 2020 April 8, 2020
  • 16:53

Expect structural change in the investment industry as competitive conditions intensify

Scale is vital to the success of smaller investment dealers

  • February 12, 2020 March 13, 2020
  • 15:47

Industry engagement key to burden reduction measures

Engaging with regulators is an important part of ensuring new rules are implemented effectively

  • December 18, 2019 December 18, 2019
  • 16:13
dollar boat in the bad weather illustration economic instability

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

  • June 2, 2020 June 1, 2020
  • 16:00

The next decade for ETFs

Opinions on where the ETF industry will be in 2030

  • March 3, 2020 March 13, 2020
  • 16:00

How to use ETFs for responsible investing

Today's product offering allows you to build globally diversified portfolios for responsible investors

  • November 5, 2019 December 12, 2019
  • 16:00

Explaining ETF portfolios to clients

How to communicate the essentials without getting lost in the weeds

  • September 20, 2019 November 13, 2019
  • 00:32
Ellen Bessner>
Advisor at Risk

Ellen Bessner

Ellen Bessner video conferencing

Perch me on your shoulder

How to avoid the most common legal and regulatory infractions

  • May 26, 2020 May 26, 2020
  • 16:48

Build client trust through each team member

Your team is crucial to building client trust during this pandemic and beyond

  • May 19, 2020 May 19, 2020
  • 17:33

How to build client trust during the pandemic and beyond

This pandemic is an opportunity to build trust by showing clients your value

  • May 12, 2020 May 12, 2020
  • 16:45

What your clients should include in their personal continuity plans

Help your clients prepare for a rainy day with this helpful list

  • May 5, 2020 May 5, 2020
  • 17:19