Investment Executive’s Canada Life AM

Wednesday November 10, 2021

Dustyn Lanz
Successes, challenges and next steps in responsible investing
RIA CEO reflects on developments and urges advisors to start conversations
November 9, 2021

Economy
Long-form claim for work expenses could be worth extra effort
Ways to save: John Yanchus, a tax and estate planning consultant with Canada Life, looks ahead to tax time and offers a few tips
November 9, 2021

Research and Markets
Addressing the fears and "custom" needs of millennials
A report examines how financial planners can connect with the next generation of investors
November 9, 2021

News
Landmark transparency deadline looms for trustees
New rule changes will pierce the privacy enjoyed by trusts that hold family cottages and other assets
November 1, 2021

Research and Markets
Banks, insurers well armed to boost shareholder returns: DBRS
OSFI's move to lift limits on capital returns marks a vote of confidence
November 9, 2021

Industry News
Gen Z focused on saving, budgeting in face of pandemic setbacks: survey
Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures
November 9, 2021

Research and Markets
Employment continues to recover, OECD reports
Jobless rates remain above pre-pandemic levels in many markets
November 9, 2021

Research and Markets
Mortgage pre-approvals, holds surge as economists foresee rate hikes
November 9, 2021

Products
Purpose releases carbon neutral series of crypto funds
November 9, 2021


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