Investment Executive Weekly newsletter

Week of March 27, 2021
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Jamie Golombek
Worried about a possible increase to the capital gains inclusion rate?
Options for your clients to consider if they’re concerned about the inclusion rate increasing
March 19, 2021

Susan Silma
How enhanced KYC requirements are changing client conversations
You can build stronger relationships with clients by implementing new requirements now
March 24, 2021

From the Regulators
Ontario moving ahead with expanded mandate for OSC
The provincial budget signals action on certain proposals from the modernization task force
March 24, 2021

Industry News
New iA Private Wealth head promises to “win the hearts” of advisors
The firm’s third president in four years plans to improve advisor communication, support services
March 25, 2021

News
Anonymous comments prove costly
Online chatter about a public company was defamatory, an Ontario court has ruled
March 22, 2021

Industry News
Canaccord CEO says acquiring RF Capital remains “No. 1 strategic priority”
Last week, RF Capital said no to a $367-million takeover offer
March 23, 2021

From the Regulators
Former broker gets jail time for fraud
March 25, 2021

Industry News
Ontario to provide parents with new round of support payments
March 24, 2021

Appointment Notices
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