Investment Executive AM newsletter

Tuesday December 11, 2018
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Industry News
Ontario decision a win for private corporations
The provincial government’s November announcement that it will not match the feds’ taxation of private corporations may result in big tax savings for small companies
December 10, 2018

Industry News
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
December 10, 2018

People
Sheila Murray to retire from CI Financial in March
In addition to his current role as CEO, Peter Anderson will be appointed president of CI
December 10, 2018

Industry News
Yearend tax reminders for clients
Take advantage of income-splitting opportunities
December 10, 2018

Products
Stone completes acquisition of Marquest retail mutual funds
December 10, 2018

Research and Markets
2019 Outlook for Canada’s banks is stable
December 10, 2018

Research and Markets
Ontario’s deficit to rise to $12.3 billion this year, FAO report says
December 10, 2018

Research and Markets
North American stocks bounce back from deep declines
December 10, 2018

David Reeve
Get ahead on the CSA’s proposed client-focused reforms
Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect
December 10, 2018

Susan Silma
Do the right thing for your clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients
November 22, 2018

Building Your Business
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year

Building Your Business
Just say "no" to holiday stress
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Appointment Notices
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