Investment Executive AM newsletter

Monday November 29, 2021
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Industry News
A little-known TFSA tip for year-end tax planning
This strategy can work well for wealthy clients with large TFSA balances
November 25, 2021

New products aim to close retirement income gap
Managing longevity risk while providing steady income poses a challenge
November 22, 2021

From the Regulators
B.C. court finds investor must testify to BCSC
The individual was worried that his testimony to the regulator could be used by U.S. authorities
November 26, 2021

Research and Markets
Businesses brace for supply chain–tied fallout: StatsCan
Businesses expect profits to hold up, even as prices rise and amid labour shortages
November 26, 2021

Practice Management
Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
November 22, 2021

Research and Markets
To be competitive, Canada must address payroll barriers to remote work
Simplified tax reporting was one solution floated in a report by PwC
November 26, 2021

Client Communications
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
November 26, 2021

Research and Markets
Canadians seeking advice report greater financial confidence, survey finds
November 26, 2021

From the Regulators
Market risks remain high, ESMA warns
November 26, 2021


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