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Investment Funds

Paul Bourque

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Regulation of financial planners presents a great opportunity

A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection

  • May 17, 2018 May 14, 2018
  • 07:00

Enhanced disclosure is working

Recent research reveals there are more informed investors who ask questions and are more engaged in their investment decisions

  • March 14, 2018 March 22, 2018
  • 14:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

Miniature of business men observing maze risk concept

How to reduce your business risk substantially

Advisors need to educate themselves about the laws and regulations and monitor themselves to ensure they’re compliant with these rules

  • May 14, 2018 May 7, 2018
  • 06:00

Regulators need improvement

Given the results of the 2018 Regulators’ Report Card, implementing a better approach may lead to a better outcome next year

  • April 16, 2018 April 18, 2018
  • 07:20

You acquired a book of business. What now?

Here are four steps to reduce the inherent risks when taking over another advisor’s business

  • March 15, 2018 March 21, 2018
  • 01:00

Legal help is critical in regulatory interview process

Lawyers may cost money, but they can help you be prepared to protect your licence, livelihood and reputation when speaking with regulators

  • February 16, 2018 February 16, 2018
  • 16:50
economic growth gdp growth domestic product money stack chart

Foreign income tax tips and traps

Clients need to be aware of how the CRA’s treatment of income infrom foreign securities affects their investments

  • May 7, 2018 May 2, 2018
  • 06:00

Act now to avoid losing out on the small business deduction in 2019

It’s important to be aware that the new rule limiting access to the small business deduction for CCPCs in 2019 is based on 2018 income

  • April 9, 2018 April 2, 2018
  • 06:00

Making sense of the new passive income rules

Budget 2018 revealed the government’s new approach to passive income in a CCPC; let’s crunch some numbers

  • March 11, 2018 March 21, 2018
  • 10:33

RRSPs remain the best choice for most clients

Although clients may be upset at having to pay taxes on their RRSP and RRIF withdrawals, RRSPs are the optimal, long-term savings vehicle for most…

  • February 9, 2018 February 9, 2018
  • 13:59
futuristic bridge

Crossing the digital bridge

The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry

  • April 30, 2018 April 27, 2018
  • 06:00

Why human intelligence is more important than ever

Despite growing fear of the growing use of AI, evidence suggests it will serve as an aid to human interactions rather than replace these relationships

  • March 2, 2018 April 13, 2018
  • 14:45
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Focus on Financial Planning

Keith Costello

usiness team in a meeting looking at a sheet of paper

Market trends will have a greater influence than new regulatory standards

Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice

  • April 23, 2018 April 20, 2018
  • 06:00

Cultural diversity is an opportunity

Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices

  • February 23, 2018 March 21, 2018
  • 14:30

Investor behaviour biases are still paramount

Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into

  • January 8, 2018 January 25, 2018
  • 06:00

Changes in public policy pose great risk for retirement planning

Financial planners and advisors need to factor in volatile government policy, such as changes to tax policy, when helping clients plan for retirement

  • November 6, 2017 November 6, 2017
  • 06:30