Investment Executive Monthly newsletter

Month of January 31, 2019
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News
TFSAs: Setback for the CRA
Tax Court decision may limit the scope of the advantage tax
January 21, 2019

Industry News
Wealthsimple introduces mutual fund dealer
Wealthsimple Advice offers passive or active portfolios of ETFs and mutual funds
January 3, 2019

Industry News
Investor submissions to proposed DSC ban reveal anger, frustration
A summary of investor comments on CSA's proposed amendments to National Instrument 81-105
January 11, 2019

Industry News
BMO creates BMO Private Wealth Canada and Asia
Private banking and full-service brokerage unite
January 15, 2019

Industry News
RBC GAM, BlackRock Canada create unified ETF family
The strategic alliance between the two asset-management giants will feature 150 ETFs with a combined $60 billion in AUM
January 8, 2019

From the Regulators
OSC establishes task force to reduce regulatory burden
January 14, 2019

Research and Markets
Portfolio managers believe recession is near
January 23, 2019

Industry News
Bear market may increase risks in ETF sector
January 7, 2019

Products
ETFs outsell mutual funds in 2018
January 4, 2019

Research and Markets
Advisors more optimistic than investors heading into 2019
January 21, 2019

Jamie Golombek
Start 2019 off on the right tax foot
Your employee and retiree clients could take advantage of these astute tax-planning strategies for the current taxation year
January 21, 2019

Cary List
Turbulent markets require a professional touch
Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility
January 14, 2019

Special Reports
Outlook 2019
The overaching theme for the coming year is uncertainty

Appointment Notices
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