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Week of March 27, 2020
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From the Regulators
TD Waterhouse fined $4 million for ignoring CRM2
An IIROC panel found the firm deliberately decided not to comply with position cost reporting requirements
March 23, 2020

Industry News
From panic selling to buying low: how clients are responding
Advisors discuss what they're telling clients
March 23, 2020

Industry News
CRA halts debt collection
It's the latest step to accommodate taxpayers facing fallout from the Covid-19 outbreak
March 20, 2020

Industry News
Tips for staying sane while working from home
A home office environment shouldn’t mean you’re working 24/7
March 24, 2020

Industry News
Communication tips for the Covid-19 crisis
Clients need to hear from you. Here's help on how to approach them.
March 23, 2020

Industry News
BMO announces financial relief for Canadian businesses
The relief comes as small business confidence falls to an all-time low
March 25, 2020

Research and Markets
S&P downgrades CI Financial
March 20, 2020

Ellen Bessner
Preparing for the second phone call
March 23, 2020

Inside Track

Susan Silma
What to do about market scares? Help your clients manage their fears
How to help clients avoid panic and stay focused on the long term
March 24, 2020

Partners’ Place

Appointment Notices
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