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 manages ETF-based portfolios and is the author of the book The Black Belt Investor: A Martial Arts Guide to Wealthness; How to Kick Butt and Feel Rich!

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.

How I keep clients invested during a crisis

Context and an ETF-based strategy help me to manage investor emotions

September 1, 2020 August 31, 2020
16:00

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

June 2, 2020 June 1, 2020
16:00

The next decade for ETFs

Opinions on where the ETF industry will be in 2030

March 3, 2020 March 13, 2020
16:00

How to use ETFs for responsible investing

Today's product offering allows you to build globally diversified portfolios for responsible investors

November 5, 2019 December 12, 2019
16:00

Explaining ETF portfolios to clients

How to communicate the essentials without getting lost in the weeds

September 20, 2019 August 18, 2020
00:32

When and why to use factor investing

Part 2 of a series on multi-factor ETFs

August 6, 2019 November 10, 2019
16:00

The benefits of factor-based investing

Why to consider multi-factor ETFs

April 30, 2019 November 10, 2019
12:26

Constructing ETF portfolios

The amount of time and effort put into deciding the benchmark for each portfolio you build is critical

February 4, 2019 November 10, 2019
06:00

Making the paradigm shift to ETFs

One advisor shares her journey on making the switch to a fee-based practice focused on providing client portfolios of ETFs

November 8, 2018 November 10, 2019
06:15

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An ounce of prevention is worth a pound of cure

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September 18, 2020 September 18, 2020
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May 26, 2020 May 26, 2020
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Build client trust through each team member

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May 19, 2020 May 19, 2020
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How to build client trust during the pandemic and beyond

This pandemic is an opportunity to build trust by showing clients your value

May 12, 2020 May 12, 2020
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Compliance CX

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September 9, 2020 September 9, 2020
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Are clients ready for what’s next?

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July 15, 2020 July 15, 2020
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The future of client relationships post-lockdown

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May 21, 2020 May 21, 2020
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What to do about market scares? Help your clients manage their fears

How to help clients avoid panic and stay focused on the long term

March 24, 2020 March 24, 2020
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Technology

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September 4, 2020 September 8, 2020
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A compliance ROI model for client-focused reforms

Effective compliance measures mean you’re less likely to lose clients

July 10, 2020 July 10, 2020
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Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

May 20, 2020 May 20, 2020
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Trust, disclosure and technology

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March 20, 2020 March 20, 2020
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Investment Funds

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Protecting older investors through a regulatory safe harbour

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September 2, 2020 September 2, 2020
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The case for self-regulation

Why SROs work well for investors and the industry

July 8, 2020 July 8, 2020
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Canadian fund investors stay the course

Research shows investors are not susceptible to redemption runs

May 13, 2020 May 13, 2020
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Responsible investing: a growing priority for Canadians

Clear, consistent terminology and definitions must be established

March 18, 2020 March 18, 2020
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ETFs

Mary Hagerman

How I keep clients invested during a crisis

Context and an ETF-based strategy help me to manage investor emotions

September 1, 2020 August 31, 2020
16:00

How my investment strategy has fared during the crisis

A financial advisor talks about how her ETF portfolios have held up under market stress

June 2, 2020 June 1, 2020
16:00

The next decade for ETFs

Opinions on where the ETF industry will be in 2030

March 3, 2020 March 13, 2020
16:00

How to use ETFs for responsible investing

Today's product offering allows you to build globally diversified portfolios for responsible investors

November 5, 2019 December 12, 2019
16:00

Tax Matters

Jamie Golombek

After the CERB…

Breaking down eligibility requirements for three new government benefits

August 28, 2020 August 28, 2020
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Tax compliance for clients with U.S. property

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July 31, 2020 July 31, 2020
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Prescribed rate loan planning

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July 3, 2020 July 3, 2020
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Help your clients plan for tax owing on CERB payments

Payments must be reported as income for the 2020 tax year

June 5, 2020 June 5, 2020
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Focus on Financial Planning

Cary List

An encouraging step to improve financial literacy

The implementation of financial self-efficacy skills development in the school system is long overdue

August 7, 2020 August 7, 2020
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Embracing new ways of connecting with clients

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June 12, 2020 June 12, 2020
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Helping Canadians navigate unprecedented challenges

The financial planning profession needs to ensure all Canadians have access to the advice they need

April 17, 2020 April 17, 2020
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Vision 2020: Taking stock a decade later

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December 12, 2019 December 12, 2019
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Industry Perspectives

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July 29, 2020 July 16, 2020
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Culture can’t be lost in shift to remote work

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June 3, 2020 June 3, 2020
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Ontario securities task force has opportunity to do more

The task force’s approach should extend beyond updating the Ontario Securities Act

April 8, 2020 April 8, 2020
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Expect structural change in the investment industry as competitive conditions intensify

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February 12, 2020 March 13, 2020
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Responsible Investing

Dustyn Lanz

Now is a moment for action

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July 17, 2020 July 17, 2020
16:00

ESG and Covid-19: Four market trends

Social issues move front and centre as ESG funds prove their mettle

April 20, 2020 April 20, 2020
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Why some ESG funds hold oil and gas stocks

There are inclusionary and exclusionary approaches to responsible investing

January 31, 2020 March 6, 2020
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Research shows investors value sustainability

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October 11, 2019 November 16, 2019
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ETFs

Pat Dunwoody

Are ETFs riskier than mutual funds?

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February 4, 2020 February 3, 2020
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Eight tips for trading ETFs

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January 7, 2020 January 3, 2020
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Myth: ETFs can “become” the market

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December 3, 2019 January 8, 2020
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Could ETFs cause a market crash?

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Focus on Financial Planning

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Listening is key to conversation

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September 20, 2019 November 16, 2019
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Vulnerable clients need special care and due diligence

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August 7, 2019 November 16, 2019
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Deciphering Ontario’s Financial Professionals Title Protection Act

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Technology

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Technology will drive harmonization, regulators say

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10:30

AI is not just another fad

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October 29, 2017 November 14, 2019
13:00

Is financial services the next music industry?

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Clients want humans, not robots

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Cybersecurity

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July 27, 2017 November 17, 2019
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Cyberthreats extend beyond money

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May 25, 2017 November 17, 2019
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Cloud computing: Bringing light to security issues

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March 23, 2017 November 17, 2019
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Responsible Investing

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Opportunity knocks for investors who want to make an impact

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October 20, 2016 November 17, 2019
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Diversity makes dollars and sense

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August 18, 2016 November 17, 2019
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Good corporate governance matters

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June 16, 2016 November 17, 2019
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Protecting Investors

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Be bold, regulators

Those still timorous and uncertain about introducing a best interest duty have a duty, themselves, to become decisive

October 31, 2016 November 10, 2019
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Non-GAAP metrics: investors’ little helpers or harmful nonsense?

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Class dismissed

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September 6, 2016 November 10, 2019
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Why is deficient issuer disclosure allowed to persist?

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August 8, 2016 November 10, 2019
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Protecting Investors

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Treat shareholders fairly when venture issuers raise capital

FAIR Canada supports exemptions that have the key features of rights offerings or private placements in compliance with the TSXV’s private placement rules

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Reform of accredited investor exemption is needed

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January 6, 2014 November 10, 2019
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Canadians deserve real price competition in mutual funds

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November 25, 2013 November 10, 2019
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