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Week of February 07, 2020
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Industry News
Canada could soon see a new structure for tax-advantaged investing
Direct indexing allows investors to hold all or some of the securities in an index through a separately managed account
February 3, 2020

Industry News
Widow of former terrorist can't collect insurance, court finds
Appeal court finds terrorist past should have been disclosed to insurer
January 30, 2020

Products
Understanding zombie ETFs
These funds have so few assets under management that they are considered the "living dead"
February 4, 2020

News
Liberals ready to fulfil promises in 2020 budget
Experts say it's unlikely we'll see pharmacare or a higher capital gains rate
January 31, 2020

From the Regulators
Fund rep sanctioned for misappropriating client funds
Rep admitted gambling away money taken from clients
January 31, 2020

Industry News
Court rules on CannTrust class action conflict
An Ontario court has found that excluding one of CannTrust's underwriters from the case could limit investors' recovery
January 31, 2020

Industry News
CLHIA recommends TFSAs be allowed to hold life annuities
February 4, 2020

From the Regulators
Updated: MFDA proposes SRO overhaul
February 3, 2020

Inside Track

Dustyn Lanz
Why some ESG funds hold oil and gas stocks
There are inclusionary and exclusionary approaches to responsible investing
January 31, 2020

Partners’ Place

Appointment Notices
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