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Week of December 04, 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

From the Regulators
OSC launches review of bank-owned dealers
The regulator is set to examine banks' product shelves and tied selling
November 30, 2021

From the Regulators
Regulatory inaction costs investors billions, audit finds
Ontario's auditor general said the OSC could have acted sooner to address "hidden and unfair" fund fees
December 1, 2021

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

Products
Purpose Investments launches new crypto funds
The ETFs, all classified as alternative mutual funds, began trading on the TSX on Tuesday
November 30, 2021

Model portfolios: Inflation protection for senior clients
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
November 22, 2021

Industry News
As omicron looms, "weary" clients may need some TLC
December 2, 2021

Practice Management
Tips for advisors starting the succession planning process
November 22, 2021


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