Investment Executive Weekly newsletter

Week of November 15, 2018
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Industry News
Financial Planning Week schedule of events, Nov. 18 to 24
Vic Fedeli, Ontario finance minister, will be keynote speaker at the Celebration of the Profession Dinner in Toronto
November 9, 2018

Cary List
All Canadians must have access to a financial planner
The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served

Keith Costello
Entrepreneurs need help with their retirement planning
Financial planners and financial advisors need to understand these individuals’ retirement challenges to gain them as clients

Cary List
Strengthening financial planning standards
Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust

Keith Costello
A winning strategy for clients’ retirement plans
Investing in elite businesses that pay steady and rising dividends has proven to be a strategy that works

Cary List
Redefining the value of financial planning
Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives

Keith Costello
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

Special Reports
Planning for the New Retirement
Help clients navigate the many necessary decisions as they prepare for retirement


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