Columns

Ian Russell

How to integrate the CIPF into a consolidated SRO

April 16, 2021 Ian Russell
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Ellen Bessner

You can’t be a walking rulebook

April 14, 2021 Ellen Bessner
Paul Bourque

A historic period of regulatory reform

April 7, 2021 Paul Bourque
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Take strategic advantage of ETF tax traits

April 6, 2021 The Canadian ETF Association
client meeting
David Reeve

Get ready to show your work under the client-focused reforms

April 1, 2021 David Reeve
advisor and client meeting
Ian Russell

Positive surprises during the pandemic

March 31, 2021 Ian Russell
Cary List

The future has never looked brighter

March 26, 2021 Cary List
advisor client meeting
Susan Silma

How enhanced KYC requirements are changing client conversations

March 24, 2021 Susan Silma
client meeting
Jamie Golombek

Worried about a possible increase to the capital gains inclusion rate?

March 19, 2021 Jamie Golombek
advisor and client meeting
The Canadian Derivatives Institute

Integrating ESG factors into portfolio management

March 5, 2021 The Canadian Derivatives Institute
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Jamie Golombek

Why clients should contribute to RRSPs before the deadline

February 19, 2021 Jamie Golombek
David Reeve

Full disclosure: How to turn compliance into a competitive advantage

February 12, 2021 David Reeve
advisor with client