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Investment Funds

Paul Bourque

business people standing in line under a magnifying glass

Controlling the cost of regulation is a must

Regulators need to introduce systemic changes that will control the growth of regulation, improve regulatory efficiency and reduce the regulatory burden

  • January 17, 2019 January 7, 2019
  • 06:00

Leveraging behavioural economics research to enhance disclosure

Existing research shows that providing investors with clear and timely information, in a format that’s proven to be effective, can only lead to better outcomes

  • November 15, 2018 January 1, 2019
  • 06:00

Both mutual funds and ETFs can help achieve clients’ goals

Having both products as investment options enhances the ability of advisors to create portfolios that best meet their clients’ needs

  • September 13, 2018 January 1, 2019
  • 06:00

Protecting older clients a critical task for advisors

The aging of Canada’s population raises challenging legal, regulatory and ethical questions

  • July 19, 2018 January 1, 2019
  • 06:00
Dustyn Lanz>
Responsible Investing

Dustyn Lanz

hand painting symbols of alternative energy sources in green

Retail investors join institutions on climate concerns

Ignoring the financial risks related to climate change no longer is a viable option for investment professionals

  • January 7, 2019 January 4, 2019
  • 06:00

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
Carey List>
Focus on Financial Planning

Cary List

Couple getting financial retirement advice from consultant at home

Turbulent markets require a professional touch

Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility

  • January 14, 2019 January 18, 2019
  • 06:00

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 January 18, 2019
  • 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 January 18, 2019
  • 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 January 18, 2019
  • 06:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

mature couple at home meeting with financial advisor

Surviving the robo-advisor threat

A connection between advisors and their clients through clear communication will ensure advisors survive and succeed

  • January 2, 2019 December 21, 2018
  • 06:00

Advisors need to manage clients’ expectations

Advisors should ensure they communicate consistently with their clients while clients need to keep their expectations in check

  • November 26, 2018 December 20, 2018
  • 06:30

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 December 20, 2018
  • 07:00

More is less for your clients

Overloading investors with information can be counterproductive

  • October 1, 2018 December 20, 2018
  • 06:00
young businessman thinking about alternatives

Taking advantage of TFSAs

With the annual dollar limit increasing in January, there’s no reason why your clients shouldn’t take advantage of this tax-free savings and investment vehicle

  • December 17, 2018 December 22, 2018
  • 06:00

Top yearend tax tips

Make sure to discuss tax-loss selling, tax-gain donating and RRSP strategies with clients to whom these strategies apply

  • November 19, 2018 December 22, 2018
  • 06:00

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 December 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 December 22, 2018
  • 06:00