Investment Executive Special Alert

Monday November 01, 2021
Financial news you can use
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News
Broad support for new SRO
But stakeholders say board representation for financial advisors and smaller players is inadequate
November 1, 2021

News
From cold calling to top honours
Jonathan Lin, this year’s IIAC Top Under 40 Award winner, began by phoning members of professional associations
November 1, 2021

News
Manitoba hands over-65s the keys to their LIRAs
Only Saskatchewan takes a more liberal approach to locked-in accounts
November 1, 2021

News
New Ontario securities law to reset regulatory balance
“Platform” legislation would grant the OSC broader rule-making power
November 1, 2021

Building Your Business
Should you work with a coach?
Mid-tier or mid-career advisors often benefit most from coaching
November 1, 2021

Focus on Products
Tactical allocations for inheritances and bonuses
Portfolio managers share their picks
November 1, 2021

Comment & Insight
Time to embrace climate disclosure
Editorial: Once companies can no longer cherry-pick their climate reporting, investors can begin making better decisions
November 1, 2021

Focus on Products
U.S. megastocks now more accessible to Canadians
CIBC said 24 CDRs should be listed by early January
November 1, 2021

Comment & Insight
Cruise ship traffic could bypass B.C.
The province stands to lose revenue from Alaska-bound tourists if U.S. legislation passes
November 1, 2021

Special Report on Taxes

Special Reports
Special Report on Taxes 2021
The re-election of a minority Liberal government creates tax-planning opportunities and challenges for clients during another tumultuous year.
27 October 2021


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