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Carey List>
Focus on Financial Planning

Cary List

mature couple with young financial advisor

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 November 12, 2018
  • 07:00

Strengthening financial planning standards

Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust

  • September 17, 2018 September 14, 2018
  • 06:00

Redefining the value of financial planning

Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives

  • July 23, 2018 July 20, 2018
  • 06:00

Ontario takes a step in the right direction

The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation

  • May 28, 2018 September 14, 2018
  • 06:00
transformation, butterfly with caterpillar and chrysalis

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 November 12, 2018
  • 06:15
Dustyn Lanz>
Responsible Investing

Dustyn Lanz

Green growth curve

A tipping point for responsible investing

Responsible investing now accounts for a majority of assets under management in Canada

  • November 5, 2018 November 2, 2018
  • 09:00

Busting the RI performance myth

A growing body of evidence shows that responsible investments perform just as well, if not better than traditional investments

  • September 10, 2018 September 7, 2018
  • 06:00

Growing demand for food a meaty issue for investors

The immense impact of animal farming presents environmental, social and governance risks — as well as opportunities

  • July 16, 2018 July 15, 2018
  • 06:00

RI mutual funds leverage their proxy power

Canadian RI mutual funds are asking corporations to step up on climate change, gender diversity, indigenous rights, opioid accountability and other sustainability issues this proxy…

  • May 22, 2018 May 9, 2018
  • 06:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

Female advisor meeting with male client at hotel lobby

Communication is a two-way street

Advisors and their clients need the tools and resources to close the dangerous communication gap that exists between them

  • October 29, 2018 October 29, 2018
  • 07:00

More is less for your clients

Overloading investors with information can be counterproductive

  • October 1, 2018 September 18, 2018
  • 06:00

Steer clear of conflicts of interest

Take these four steps to avoid mistakes that can cost advisors their livelihood

  • September 4, 2018 September 4, 2018
  • 06:00

How to adhere to the regulations without reading them all

If you can’t read and digest all the rules, make sure to understand the principles behind them

  • August 7, 2018 July 27, 2018
  • 06:00
ax court nameplate on table with judge

TFSA advantage can lead to a tax of 100%

Next time a client has a desire to play games with his TFSA, point out this harsh — but legally valid — punitive tax

  • October 22, 2018 October 22, 2018
  • 06:00

Helping clients manage their tax instalments

The instalment system can be complicated, so clients need help figuring out which one of the three methods to pay their taxes makes the most…

  • September 24, 2018 September 26, 2018
  • 06:00

Beware the rules for foreign tuition tax credits

The case of a Canadian student studying in the U.S. brings to light what happens when CRA officials follow a strict and literal interpretation of…

  • August 27, 2018 August 20, 2018
  • 06:00

A summer RRSP project for advisors

Now is a great time to review your clients’ files to see if you have the most up-to-date information on their available RRSP contribution room

  • July 30, 2018 July 30, 2018
  • 05:00