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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

Crossing the digital divide in wealth management

Tech adoption isn’t optional given client expectations and trends

  • August 8, 2022 August 8, 2022
  • 15:00

The role of tech in post-pandemic wealth

Leverage digital momentum to capitalize on trends

  • June 13, 2022 June 13, 2022
  • 15:00
Canadian dollar

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

Help your business owner client choose between salary and dividends

Use these tips to start the conversation

  • October 7, 2022 October 7, 2022
  • 15:00

Saving for a home using the FHSA

Proactively share these details with clients

  • September 19, 2022 September 16, 2022
  • 15:00

Tax debts and the prescribed rate

Owing CRA money will soon be more expensive

  • August 10, 2022 August 10, 2022
  • 16:17
Paul Bourque portrait Inside Track
Investment Funds

Paul Bourque

Couple getting financial advice

Financial advice and the resilient investor

Advisors play an important role in enhancing resiliency

  • November 23, 2022 November 23, 2022
  • 15:00

Investment funds and the move to T+1

The best solution to the complex transition may be flexibility

  • September 12, 2022 September 12, 2022
  • 15:00

Successful rule implementation requires industry collaboration

The delivery of policy shouldn’t be a last step

  • July 18, 2022 July 18, 2022
  • 15:00

The importance of harmonizing title regulation

Consistency would provide clarity to investors

  • May 20, 2022 May 20, 2022
  • 11:00
Ian Russell
Industry Perspectives

Ian Russell

Adult senior diverse multi-ethnic Caucasian Hispanic Middle Eastern CEO executive team business people together in conference meeting room in contemporary modern office bright sunny daylight sunset dusk talking discussing planning organizing strategy well dressed suit and tie teamwork cooperation diversity multi-ethnic problems solutions unity cityscape downtown urban new beginnings breaking new ground dreamlike decisions choices the way forward diversity

Creating policy to improve business spending, productivity

A new approach is needed to replace failed government programs

  • November 21, 2022 November 21, 2022
  • 15:00

For fair and balanced regulation, displace expert committees

Regulators require internal compliance expertise

  • September 26, 2022 September 26, 2022
  • 15:00

Keeping clients close in turbulent times

Advisors and firms are well positioned to instil investor confidence

  • August 3, 2022 August 3, 2022
  • 15:00

Finding the right policy to expand small business investment

Taxpayer incentives, pension fund mandates are options worth exploring

  • June 8, 2022 June 8, 2022
  • 15:00
Dustyn Lanz
Responsible Investing

Dustyn Lanz

Child's hands holding a globe

Here comes the “S” in ESG

As a constellation of social risks emerge, research points to opportunities for investors

  • November 16, 2022 November 16, 2022
  • 16:15

Quebec climate strategy shows the risks of net-zero tunnel vision

The province is granting mining claims to battery mineral exploration in conservation zones

  • October 19, 2022 October 18, 2022
  • 15:00

Four reasons why ESG is here to stay

Supportive market forces outweigh growing pains

  • June 30, 2022 June 30, 2022
  • 12:00

Does nuclear power belong in ESG funds?

Although highly divisive among investors, nuclear represents an important transition fuel

  • April 26, 2022 April 26, 2022
  • 16:02