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A survey finds that more than half of firms considered Indigenous rights in their investment analysis

  • July 9, 2021 July 9, 2021
  • 14:15

There are ample opportunities for investors to act in support of Indigenous communities

  • July 8, 2021 July 26, 2021
  • 11:54

The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling

  • June 29, 2021 June 29, 2021
  • 13:26

Many firms have new targets and strategies, but real change will take time

  • June 23, 2021 July 20, 2021
  • 13:05

Programs aim to root out bias from customer service, but more work is needed

  • June 22, 2021 June 28, 2021
  • 17:01

Revised allocation to redeemers legislation appears in the 2021 budget implementation bill

  • May 11, 2021 May 11, 2021
  • 12:48

Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent

  • May 3, 2021 May 4, 2021
  • 17:33

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

  • April 29, 2021 April 29, 2021
  • 18:47

The Liberals also raised OAS payments and proposed a foreign real estate tax

  • April 19, 2021 April 19, 2021
  • 20:14

IPP changes, annuities and allocation to redeemers are back on the agenda

  • April 19, 2021 April 21, 2021
  • 19:28