Latest columns in Inside Track
Tax Matters
Jamie Golombek
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
How should clients claim home office expenses this tax season?
Help your clients choose between the detailed method and a temporary flat-rate method
- January 22, 2021 January 22, 2021
- 15:00
Help clients plan for tax-efficient charitable giving
Three topics to discuss with your clients before the end of the year
- December 11, 2020 December 10, 2020
- 15:00
ETFs
Mary Hagerman
Too old for ETFs?
Clients with short time horizons may feel that indexed investing isn’t for them — but it can still work under the right conditions
- March 9, 2021 March 9, 2021
- 16:00
The time is right for ESG ETFs
One advisor explains why she’s seizing this moment to talk to clients about responsible investing
- December 1, 2020 November 30, 2020
- 16:00
How I keep clients invested during a crisis
Context and an ETF-based strategy help me to manage investor emotions
- September 1, 2020 August 31, 2020
- 16:00
How my investment strategy has fared during the crisis
A financial advisor talks about how her ETF portfolios have held up under market stress
- June 2, 2020 June 1, 2020
- 16:00
Derivatives
The Canadian Derivatives Institute
Integrating ESG factors into portfolio management
Vincent Beaulieu of Fiera Capital discusses his firm’s approach to ESG analysis
- March 5, 2021 March 5, 2021
- 13:52
Advisor at Risk
Ellen Bessner
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
An ounce of prevention is worth a pound of cure
Now is the time to update your clients’ KYC and think about their risk capacity
- September 18, 2020 September 18, 2020
- 16:16
ESG and DEI
Shilpa Tiwari
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
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