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ETFs

Mary Hagerman

Mary Hagerman, M.Sc., FCSI, CIM, Pl. Fin., is an award-winning investment advisor and portfolio manager in the Montreal office of Raymond James Ltd. Mary is considered a pioneer in creating and managing ETF-based portfolios. She is also the author of the book The Black Belt Investor: A Martial Arts Guide to Wealthness; How to Kick Butt and Feel Rich! as well as the host of the podcast The Happy and Prosperous Life.

Information provided is not a solicitation and although obtained from sources considered reliable, is not guaranteed. The view and opinions contained in the article are those of the author, not Raymond James Ltd. Raymond James Ltd. member of Canadian Investor Protection Fund.

ETF outlook for 2025 and beyond

Continued growth and innovation are expected

December 10, 2024 December 10, 2024
13:00

Celebrating 10 years of ETF-based portfolio returns

Why one portfolio manager believes ETFs have revolutionized the investment landscape

September 10, 2024 September 16, 2024
13:00

Why holding index funds within a life insurance policy can be tax-efficient

Permanent insurance also has a host of other tax benefits

June 11, 2024 June 6, 2024
13:00

My secret weapon for better portfolio management

Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

March 12, 2024 March 13, 2024
13:00

Reasons to be cautious when investing in AI

Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully

December 12, 2023 November 27, 2023
13:00

Real estate investing vs. equities investing: which is better?

Opinion: The answer comes down to diversification and liquidity factors

August 17, 2023 August 17, 2023
14:58

New ETF offerings require careful due diligence

Opinion: The cease-trade order on Emerge ETFs provides a cautionary tale for investors and advisors

May 9, 2023 May 9, 2023
15:00

Don’t underestimate female investors

Opinion: Women know more about investing than they think, writes Mary Hagerman

March 8, 2023 February 28, 2023
06:00

Answering more of a young investor’s questions about ETFs

Digging deeper into ETFs and portfolio construction

December 13, 2022 December 8, 2022
13:00

How to answer young investors’ questions about ETFs

If we want to serve our clients’ children, we must be comfortable teaching the basics of investing

September 13, 2022 September 1, 2022
13:00

Industry

Kevin Press

Three ways to help DIY investors help themselves

Do-it-yourself investing has risen sharply in the last decade and a half — blame gamification

July 11, 2025 July 11, 2025
14:36

Hang on to your bonds

After a volatile first half, fixed-income assets have begun to offer greater diversification opportunities

July 4, 2025 July 4, 2025
15:30

Why clients change their mind

Young clients who say they want to retire early are probably wrong

June 27, 2025 June 27, 2025
12:47

Three lessons from Canadian family offices

Despite continued weakness on the M&A front, Canada's family offices are wading back in

June 20, 2025 June 20, 2025
16:48

Investments

Michael Nairne

Evergreen private investments offer flexibility, with limitations

The differences between evergreen and traditional private investment funds, and the importance of due diligence

July 11, 2025 July 11, 2025
10:25

Rethinking gold as a key asset class

Six reasons the asset performs well in uncertain times, and two reasons to be careful

May 5, 2025 May 5, 2025
13:51

It’s time to re-evaluate U.S. equities allocation

High valuations and market concentration are headwinds for future returns

November 13, 2024 November 18, 2024
16:00

Enhancing portfolio construction with factor investing

The strategy provides a low-cost method to pursue superior returns over the long run

September 23, 2024 September 23, 2024
16:00

Investments

Lesley Marks

Mid-year market pulse: Navigating 2025 amid uncertainty

Markets cling to optimism as geopolitical and economic uncertainty test the limits of investor faith

June 23, 2025 June 23, 2025
16:24

What investors can expect in 2025

Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape

December 11, 2024 December 11, 2024
10:00

Investable themes for 2024’s second half

Capitalize on opportunities in bonds, the energy transition and innovation

June 26, 2024 June 26, 2024
16:00

Amid slower growth, investors can seize these opportunities in 2024

Drive returns for clients with fixed income, the energy transition and innovative companies

December 13, 2023 December 13, 2023
10:00

Focus on Financial Planning

Tashia Batstone

Coopetition is good for advisors, clients and the industry at large

Why financial planners and other financial services professionals work better together

June 18, 2025 June 18, 2025
13:30

To connect with financial planning clients, building trust is essential

Planner-client relationships thrive on communication and confidence

April 1, 2025 April 1, 2025
13:44

Professional standards matter more than ever

We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it

February 11, 2025 February 10, 2025
06:59

Breaking down barriers to financial planning access

Professional planners have a vital role to play in helping underserved Canadians

December 9, 2024 December 9, 2024
16:00

Securities Law

Matthew Taylor

Would an ESG safe harbour help our capital markets weather any new storms?

Issuers don’t need the protection of a second safe harbour — forward-looking information is already covered

June 12, 2025 June 10, 2025
01:57

The trouble with finfluencers

Recent decisions by securities regulators highlight the harm social media influencers can do, and the trouble advisors can get into

May 12, 2025 May 12, 2025
13:51

Ontario Court of Appeal decisions split on crypto platform class actions

Investor protections and the enforceability of international user agreements remain uncertain

April 29, 2025 April 28, 2025
05:24

Ontario’s proposed civil procedure reforms could increase litigation costs for financial professionals

Draft changes risk driving up insurance premiums and making early settlement more difficult in advisor loss cases

April 14, 2025 April 14, 2025
08:26

Investments

Robert Wilson

Applying a risk-budgeting framework

How to construct and reallocate portfolios through a risk-first lens

June 12, 2025 June 11, 2025
01:17

The total portfolio

Correlated markets demand a new best practice in portfolio construction: 40/30/30

March 5, 2025 March 5, 2025
15:46

Unlocking tax alpha in client portfolios

These five strategies enhance tax efficiency in non-registered accounts

March 20, 2024 March 20, 2024
15:00

Make more for your client by losing less

Defensively constructed portfolios can outperform in the long run

December 13, 2023 December 12, 2023
10:00

Advisor at Risk

Ellen Bessner

7 ways to build your book with Millennials and Gen Z

Use this uncertain time to shine brightly with young clients and prospects

June 7, 2025 June 7, 2025
10:06

Don’t waste economic and political uncertainty to show clients how you can shine

5 dos and don’ts to help your clients and protect your licence

March 26, 2025 March 25, 2025
05:24

Advisors are at risk

Protect your business and reputation by managing these 5 risks

February 10, 2025 February 10, 2025
16:00

Breaking up doesn’t have to be hard to do

Three steps to reduce the risk and pain of advisor partnership breakups

November 22, 2024 April 10, 2025
16:00

Compliance CX

Susan Silma

The case for taking on young clients

Advisory firms that fail to develop relationships with millennials and Gen Z clients will lose out in the long term

May 29, 2025 May 29, 2025
10:40

The power of proactive communication to reassure clients

In turbulent times, people need to hear from their advisors

March 31, 2025 March 31, 2025
08:59

8 ways to wow your clients in 2025

Exceed their expectations with high-quality meetings, proactive communication and more

February 4, 2025 February 4, 2025
09:06

In the advice industry, it’s all about technology

Make the most of tech with these tips for advisors, firms and providers

December 10, 2024 December 10, 2024
16:00

Tax

Michael Kulbak

Stock options and estate planning

What advisors and executors need to know about vested and unvested options

May 29, 2025 May 29, 2025
01:22

Non-resident beneficiaries holding inherited property in Canada

Both tax and administrative considerations need to be managed

February 18, 2025 February 19, 2025
14:45

Help your client sell their beneficial interest in an estate

Here’s your helpful guide to advising clients on a complex estate sales process

November 18, 2024 November 18, 2024
16:00

In both estate administration and angling, it pays to prepare for the unexpected

Financial advisors can address property challenges, encourage clarity in wills

August 20, 2024 August 15, 2024
16:00

Tax

Geoffrey Jones

How business owners can benefit from the capital dividend account

We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now

May 2, 2025 May 2, 2025
09:41

Investments

Steve Locke

Advisors can help investors navigate U.S. economic uncertainty

President Trump’s America First policies represent a ground shift, but it’s never a good idea to chase headlines

March 10, 2025 March 10, 2025
14:21

After volatility in Q3, investors must tread carefully

Market uncertainty calls for neutral portfolio positioning, rebalancing

September 11, 2024 September 11, 2024
15:30

Central banks walking a tightrope

Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession

March 28, 2024 March 28, 2024
15:00

Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

August 21, 2023 August 21, 2023
15:00

Technology

David Reeve

Supercharge your practice with growthtech

Client-facing technology plays a vital role in achieving organic growth

February 17, 2025 February 14, 2025
05:49

Intergenerational wealth transfer can be captured with tech

Engage younger investors on their terms

November 27, 2024 November 22, 2024
16:00

Addressing internal challenges to wealth firms’ growth

Advisor time constraints, attrition are controllable factors

October 2, 2024 October 2, 2024
15:04

Capturing the mass affluent wealth segment

This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice

July 29, 2024 July 29, 2024
16:00

Investment Funds

Andy Mitchell

Older Canadians need flexibility to prosper in retirement

Government policies must align with economic realities and demographic trends

February 14, 2025 February 14, 2025
09:11

Global perspectives and trends shaping the investment funds industry

IFIC panel discusses ESG disclosures, fund sales and international collaboration

December 2, 2024 December 2, 2024
16:00

Investment funds industry bucks Canada’s low-productivity trend

Conference Board of Canada report details industry’s economic impact

October 7, 2024 April 10, 2025
20:39

Financial literacy is a shared responsibility. Let’s get it right

Opinion: Education should be widely accessible and relevant to today’s youth

August 12, 2024 August 12, 2024
16:48

Alts

Nimar Bangash

Alternative investments offer diversification and more

They’re not right for all clients though, and not all advisors either

January 31, 2025 January 31, 2025
08:12

ETFs

Mary Hagerman

ETF outlook for 2025 and beyond

Continued growth and innovation are expected

December 10, 2024 December 10, 2024
13:00

Celebrating 10 years of ETF-based portfolio returns

Why one portfolio manager believes ETFs have revolutionized the investment landscape

September 10, 2024 September 16, 2024
13:00

Why holding index funds within a life insurance policy can be tax-efficient

Permanent insurance also has a host of other tax benefits

June 11, 2024 June 6, 2024
13:00

My secret weapon for better portfolio management

Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

March 12, 2024 March 13, 2024
13:00

Tax Matters

Jamie Golombek

CRA confirms its approach to interest deductibility

Agency provides examples of when income-earning purpose is met

November 6, 2024 November 6, 2024
16:00

Another reminder to help clients understand their TFSA room

Taxpayer penalized for overcontribution after relying on My Account information

July 25, 2024 July 25, 2024
16:00

Considering capital gains post–June 25

Advisors should speak to clients annually about crystallization

June 25, 2024 June 25, 2024
16:00

Ensure your client reports all RRSP contributions

In one case, failure to report resulted in an overcontribution penalty

April 10, 2024 April 10, 2024
16:05

Responsible Investing

Dustyn Lanz

Investor stewardship and proxy voting: A new era of transparency

Public database of proxy voting records aims to better align asset managers and owners

July 22, 2024 February 19, 2025
16:00

5 actions for fund managers to overcome ESG pain points

Evolving expectations leave some managers struggling

October 16, 2023 October 16, 2023
15:00

Will Canada import America’s anti-ESG campaign?

Opinion: The backlash has limited prospects for four reasons

July 26, 2023 July 26, 2023
15:00

Understanding Canada’s proposed climate finance taxonomy

The goal is to create a common language for the issuance of financial instruments

April 19, 2023 April 19, 2023
16:10

Industry Perspectives

Ian Russell

Opinion: Tax reform needed to lift gloom in corporate sector

Federal budget did little to invigorate sluggish investment spending

April 4, 2023 April 4, 2023
15:00

Does growth in self-managed accounts defy need for advice?

Tech, profound shocks have changed investor behaviour

January 16, 2023 January 16, 2023
15:00

Creating policy to improve business spending, productivity

A new approach is needed to replace failed government programs

November 21, 2022 November 21, 2022
15:00

For fair and balanced regulation, displace expert committees

Regulators require internal compliance expertise

September 26, 2022 September 26, 2022
15:00

Investment Funds

Paul Bourque

Reducing regulatory burden: An ongoing priority

Regulatory efficiency saves costs and ultimately benefits investors

January 25, 2023 January 25, 2023
15:00

Financial advice and the resilient investor

Advisors play an important role in enhancing resiliency

November 23, 2022 November 23, 2022
15:00

Investment funds and the move to T+1

The best solution to the complex transition may be flexibility

September 12, 2022 September 12, 2022
15:00

Successful rule implementation requires industry collaboration

The delivery of policy shouldn’t be a last step

July 18, 2022 July 18, 2022
15:00

ETFs

Pat Dunwoody

5 things to know about leveraged and inverse-leveraged ETFs

Get the inside scoop, from fund features to volatility and risk

September 13, 2022 August 31, 2022
13:00

How ETFs can help you navigate volatility

Volatility is stressful but not novel, and ETFs can work in a jarring investing climate

July 12, 2022 June 28, 2022
13:00

Better and more integrated ESG investing standards are progressing

An enhanced Canadian ESG identification framework is advancing on a foundation of international and domestic norms

April 14, 2022 April 13, 2022
13:00

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 November 3, 2021
13:00

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