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Latest columns in Inside Track
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
> ETFs
Mary Hagerman
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
> Responsible Investing
Dustyn Lanz
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
> Advisor at Risk
Ellen Bessner
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
> Tax Matters
Jamie Golombek
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
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