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businesswoman thinking

Why clients should contribute to RRSPs before the deadline

Some clients may be reluctant to maximize their RRSPs for fear of missing out on other tax advantages

  • February 19, 2021 February 19, 2021
  • 14:28

How should clients claim home office expenses this tax season?

Help your clients choose between the detailed method and a temporary flat-rate method 

  • January 22, 2021 January 22, 2021
  • 15:00

Help clients plan for tax-efficient charitable giving

Three topics to discuss with your clients before the end of the year

  • December 11, 2020 December 10, 2020
  • 15:00

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
advisor with client

Full disclosure: How to turn compliance into a competitive advantage

Frictionless, relevant disclosure is critical to building trust with clients

  • February 12, 2021 February 12, 2021
  • 15:15

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
Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

This picture says the development of economy, successful, and achievement

Canadian investors continue to grow wealth through investment funds

Canadian investment fund sales and AUM saw a full rebound in 2020

  • February 10, 2021 February 10, 2021
  • 22:26

Why Canada needs a single SRO

Consolidating the MFDA and IIROC would ultimately benefit investors, writes Paul Bourque

  • December 9, 2020 December 10, 2020
  • 15:00

How are investors responding to enhanced disclosure?

Surveys show that the introduction of Fund Facts and CRM2 reports is achieving policy objectives

  • October 28, 2020 October 28, 2020
  • 15:53

Protecting older investors through a regulatory safe harbour

A safe harbour provision is necessary to ensure advisors act in their clients’ best interests 

  • September 2, 2020 September 2, 2020
  • 15:36
Ian Russell
Industry Perspectives

Ian Russell

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Dealers pursue strategic partnerships to offer alternative investments to clients

A number of smaller investment dealers have made acquisitions to improve the depth of their product shelves

  • February 3, 2021 February 3, 2021
  • 15:00

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
Ellen Bessner
Advisor at Risk

Ellen Bessner

man using mobile phone

Don’t let client preferences come before your legal obligations

Clients may prefer communicating by text, but texting clients comes with risks

  • February 2, 2021 February 2, 2021
  • 16:22

Video: Think small to feel better

Ellen Bessner returns with one last Positive Note for 2020

  • December 1, 2020 December 15, 2020
  • 15:41

Should you be penalized for being prudent with clients’ portfolios?

Sometimes it’s suitable for your clients’ investments to be less risky than their maximum risk tolerance

  • October 16, 2020 October 16, 2020
  • 16:04

An ounce of prevention is worth a pound of cure

Now is the time to update your clients’ KYC and think about their risk capacity

  • September 18, 2020 September 18, 2020
  • 16:16