Latest columns in Inside Track
Tax Matters
Jamie Golombek
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
Responsible Investing
Dustyn Lanz
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
Industry Perspectives
Ian Russell
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
ESG and DEI
Shilpa Tiwari
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
Advisor at Risk
Ellen Bessner
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
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