Investment Executive Special Alert

Monday November 22, 2021
Financial news you can use
Go to website

News
OBSI under the microscope, again
Little action has been taken since previous review in 2016
November 22, 2021

News
Sun Life clients get access to independent life agents
Move sparks discussion about captive model and compensation
November 22, 2021

News
Proposed prospectus exemption raises alarm
CSA proposal could lead to more pump-and-dump schemes
November 22, 2021

News
A steady hand at the IIAC helm
Amid “lightning fast” industry transformation, Laura Paglia looks to deal with issues such as technology, regulation and ESG
November 22, 2021

Comment & Insight
Investors deserve a better dispute-resolution system
Editorial: Now is the regulators’ chance to fix it
November 22, 2021

Focus on Products
Underweighting fixed income makes sense for windfalls
Including a large cash buffer can keep portfolios nimble
November 22, 2021

TFSAs: an underused retirement planning tool
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
November 22, 2021

Comment & Insight
Voters stick with Valérie Plante as mayor
Denis Coderre’s “Rocky”-style comeback attempt fails to unseat the incumbent
November 22, 2021

BYB: Retirement

Special Reports
Special Report on Retirement 2021
With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year’s Special Report on Retirement provides insights on inflation-proofing portfolios, managing retirement spending, government benefits, tax savings and more.
12 November 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