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Tax-efficient RESP withdrawals

Without a strategy, clients with large plans could be heavily taxed on payments

  • October 15, 2021 October 15, 2021
  • 15:00

Ottawa mulls disbursement quota changes

Consultation ends on Sept. 30

  • August 25, 2021 August 25, 2021
  • 15:00

Help your senior clients prepare for OAS changes

Get ready for an OAS index adjustment, a one-time payment for “older” seniors and an extra 10% for seniors over 75

  • July 30, 2021 July 30, 2021
  • 14:00

What exactly is a “reasonable” rate of interest?

Clients who borrow to invest may be intrigued by a recent court case on interest deductibility

  • June 25, 2021 June 25, 2021
  • 17:07
woman climbing

A matter of conviction

A portfolio manager must have the discipline to stick to a process over time, especially during a crisis or a bear market

  • October 12, 2021 October 4, 2021
  • 00:17

A candid look at an advisor’s ETF portfolio

Columnist Mary Hagerman shares one of her top holdings and explains how she’s used it to donate to charity

  • September 7, 2021 September 7, 2021
  • 13:00

Using ETFs to access emerging markets

ETFs have made geographic diversification much easier for portfolio managers

  • June 8, 2021 June 8, 2021
  • 14:00

Too old for ETFs?

Clients with short time horizons may feel that indexed investing isn’t for them — but it can still work under the right conditions

  • March 9, 2021 March 9, 2021
  • 16:00
Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

The pandemic’s impact on the individual investor

Research points to continued commitment to saving

  • October 6, 2021 October 6, 2021
  • 15:00

Designating beneficiaries electronically

The industry supports legislative changes made by the provinces, but there is still work to be done

  • July 28, 2021 July 28, 2021
  • 22:44

The case for keeping our current national regulatory system

Improving the CSA makes more sense than trying to create another national regulator

  • June 2, 2021 June 2, 2021
  • 15:30

A historic period of regulatory reform

New regulations will permanently reshape the advisor-client relationship

  • April 7, 2021 April 12, 2021
  • 18:25
a man interrupts a cascade of falling dominoes

Meeting new KYP requirements without restricting shelves

Tech helps preserve product choice

  • October 1, 2021 October 1, 2021
  • 15:00

KYP and the power of the peer

Why segmenting product shelves into peer groups can help meet regulatory challenges

  • July 23, 2021 July 23, 2021
  • 16:00

Know your product: challenges and opportunities

Reducing product offerings for the sake of KYP is unlikely to serve the investor’s best interest

  • May 28, 2021 May 28, 2021
  • 15:30

Get ready to show your work under the client-focused reforms

Regulators will expect an advisor’s analysis to be documented and sufficiently thorough

  • April 1, 2021 April 1, 2021
  • 15:04
Tashia Batstone
Focus on Financial Planning

Tashia Batstone

man using mobile phone

Tech is a force for transformation, inclusion

Financial planning is changing amid digitization

  • September 28, 2021 September 28, 2021
  • 15:00

Democratization: The future of financial planning

We need to focus on ensuring all Canadians have access to sound financial advice

  • August 3, 2021 August 3, 2021
  • 16:00

Toward an inclusive future for all Canadians

Financial planners must embrace the opportunity to think beyond the current communities they serve

  • May 21, 2021 May 19, 2021
  • 03:00