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Filling out Canadian tax documents

Improve your client’s cash flow with proper tax planning

Two forms can eliminate a tax refund for 2023

  • March 20, 2023 March 20, 2023
  • 15:00

Five tax changes to highlight in 2023

Consider discussing these items at your next client meeting

  • February 22, 2023 February 22, 2023
  • 15:00

Bad advice results in TFSA tax penalties

Client overcontributed, had income below basic personal amount

  • January 18, 2023 January 18, 2023
  • 15:00

Foreign exchange can throw off your tax-loss selling plans

A client example illustrates the importance of currency calculations

  • November 25, 2022 November 25, 2022
  • 15:00
digital tablet hands graph planning economic business success

Technology can drive better financial decisions

An InvestorCOM analysis of KYP outcomes provides positive evidence

  • March 15, 2023 March 15, 2023
  • 15:00

Post-Covid risks and opportunities for advisors

Position yourself to effectively address clients’ evolving needs and expectations

  • January 23, 2023 January 23, 2023
  • 15:00

The bridge to a hybrid advisor

This emerging model requires investment in integrated tech

  • November 28, 2022 November 28, 2022
  • 15:00

Investment in digital solutions is an insurance policy

Tech can help protect firms and advisors against two key risks

  • October 3, 2022 October 3, 2022
  • 15:00
Ellen Bessner
Advisor at Risk

Ellen Bessner

online comments

Pass compliance audits and win credibility with the 5Cs

Protect yourself by creating a robust client communication trail

  • March 13, 2023 March 13, 2023
  • 15:35

More tough love for advisors

No matter where you are in your career, compliance requirements are a must

  • February 1, 2023 February 1, 2023
  • 15:00

Set your client-advisor relationships up for success

Teach clients to meet you halfway — here’s how

  • November 14, 2022 November 14, 2022
  • 15:00

Questions to assess the best kept secret about KYC

Advisors must show that clients understood an investment and its risks

  • October 18, 2022 October 18, 2022
  • 15:00

Don’t underestimate female investors

Opinion: Women know more about investing than they think, writes Mary Hagerman

  • March 8, 2023 February 28, 2023
  • 06:00

Answering more of a young investor’s questions about ETFs

Digging deeper into ETFs and portfolio construction

  • December 13, 2022 December 8, 2022
  • 13:00

How to answer young investors’ questions about ETFs

If we want to serve our clients’ children, we must be comfortable teaching the basics of investing

  • September 13, 2022 September 1, 2022
  • 13:00

Thematic investing can work for patient investors

Long-term conviction is often required if these strategies are to pay off over time

  • June 7, 2022 June 6, 2022
  • 14:00
Susan Silma
Compliance CX

Susan Silma

Businessman standing in front of the panel with financial statistics

Don’t let negative returns result in negative client meetings

Here are six ways to demonstrate value to clients

  • March 1, 2023 March 1, 2023
  • 15:00

Leverage compliance for a rewarding client-advisor experience

Regulation can help firms and advisors deliver better client outcomes

  • November 9, 2022 November 9, 2022
  • 15:15

Transforming the fee conversation with total cost reporting

TCR is coming for investment and seg funds

  • September 14, 2022 September 14, 2022
  • 15:57

5 ways to better serve aging clients

Support a maturing demographic by adapting to changing needs

  • July 20, 2022 July 20, 2022
  • 15:00