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female advisor with laptop

Help clients avoid TFSA overcontributions

Your clients may want to check their junk mail folder for correspondence from the CRA

  • May 14, 2021 May 14, 2021
  • 15:00

Relief for the repayment of Covid benefits

The federal budget has rectified a potentially harsh tax treatment of benefit recipients

  • April 21, 2021 April 21, 2021
  • 15:30

Worried about a possible increase to the capital gains inclusion rate?

Options for your clients to consider if they’re concerned about the inclusion rate increasing

  • March 19, 2021 March 19, 2021
  • 16:00

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
Dustyn Lanz
Responsible Investing

Dustyn Lanz

young woman with question mark on a gray background

Three key ESG trends advisors need to be aware of

How stewardship, impact measurement and net zero are shaping the RI space

  • May 11, 2021 May 11, 2021
  • 14:45

Six sustainable finance trends to watch in 2021

Environmental and social issues are expected to dominate proxy season, and ESG disclosure standards are on the way

  • January 8, 2021 January 8, 2021
  • 15:17

Why diversity and inclusion are important for investment analysis

Four concrete reasons why D&I is important from an investment management perspective

  • October 19, 2020 October 20, 2020
  • 16:50

Now is a moment for action

How investors can advance racial justice in their portfolios

  • July 17, 2020 July 17, 2020
  • 16:00
Ian Russell
Industry Perspectives

Ian Russell

Parliament buildings on a sunny day

Budget 2021 was a disappointment to the investment industry

Without a detailed fiscal plan, program spending and budget deficits may exceed the current projections

  • May 3, 2021 May 3, 2021
  • 15:45

How to integrate the CIPF into a consolidated SRO

A clear delineation of responsibilities would allow for an effective relationship

  • April 16, 2021 April 16, 2021
  • 10:48

Positive surprises during the pandemic

The changes ushered in by Covid-19 will have a long-term impact

  • March 31, 2021 March 31, 2021
  • 15:19

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
world map, emerging markets and international global businesses

Does the climate change movement have a diversity, equity and inclusion problem?

The communities most affected by changing climatic conditions are the least likely to be invited to participate in discussions

  • April 27, 2021 April 27, 2021
  • 14:09

Why don’t women of colour have a seat at the boardroom table?

Black, Indigenous and women of colour have been “leaning in” most of their lives

  • January 26, 2021 January 26, 2021
  • 15:26
Ellen Bessner
Advisor at Risk

Ellen Bessner

Lady overwhelmed by debt, tax, tax forms

You can’t be a walking rulebook

A step-by-step guide to navigating the mountain of rules you must follow to protect your licence, reputation and livelihood 

  • April 14, 2021 April 14, 2021
  • 16:52

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