Investment Executive’s Canada Life PM

Wednesday November 10, 2021

Industry News
CI Financial buys US$7.5-billion RIA in Chicago
Gofen and Glossberg, LLC offers customized investment, planning services to HNW clients
November 10, 2021

Pat Dunwoody
Validate your processes and think “win-win” when it comes to applying CFRs
The CFRs are really about formalizing and documenting processes to prove they’re followed
November 9, 2021

Products
Manulife adds two defensive ETFs
The funds aim to help investors weather volatile markets
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

Industry News
FSRA finalizes guidance for pension benefits after marriage breakdown
The Ontario regulator also provided a plain-language guide for plan members and spouses
November 10, 2021

Industry News
Canaccord reports $61.79 million profit in Q2
The firm reported record M&A revenue
November 9, 2021

News
Year-end tax tips
November 1, 2021

Research and Markets
U.S. consumer prices soared 6.2% in past year
November 10, 2021


This message was sent to @{Email Name}@ by Investment Executive Manage subscription \| Unsubscribe © 2026 Newcom Media Inc. All Rights Reserved. 5353 Dundas St. West, Suite 400 \| Toronto \| ON \| M9B 6H8 Support : service@newcom.ca \| 1-844-241-0116 Privacy Policy \| Terms and Conditions