Investment Executive Weekly newsletter

Week of October 23, 2021
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Jamie Golombek
Tax-efficient RESP withdrawals
Without a strategy, clients with large plans could be heavily taxed on payments
October 15, 2021

Industry News
RRSP rollover into an RDSP can provide tax savings
Helping families plan with an RDSP gives advisors a broad topic of conversation with clients
October 20, 2021

Industry News
Ontario Teachers' dips a toe into crypto
The pension fund takes a stake in crypto exchange FTX
October 21, 2021

Practice Management
Succession planning tips from advisors
The succession planning process can be difficult, so plan ahead as much as possible
October 19, 2021

From the Regulators
Ex-rep sanctioned over payments to unhappy clients
IIROC panel found rep secretly compensated clients, misled investigators
October 13, 2021

Products
Covered-call ETFs becoming popular for yield-hungry investors
Many products in the Canadian market strike a balance between call-writing income and capital growth
October 13, 2021

Industry News
RBC, TD launch programs for Black customers
October 18, 2021

Research and Markets
Offshore havens may be stung by global tax deal: Moody's
October 18, 2021

Appointment Notices
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