Latest columns in Inside Track

advisor and client meeting

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
mature woman with tablet

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

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
Ellen Bessner
Advisor at Risk

Ellen Bessner

man using mobile phone

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
Black female boss leading corporate multiracial team meeting talking to diverse businesspeople, african american woman executive discussing project plan at group multi-ethnic briefing in boardroom

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