Perspective

Paul Bourque

ETFs in the Covid-19 financial crisis

December 8, 2021 Paul Bourque
stock market
Mary Hagerman

ETFs can help you slow down and simplify

December 7, 2021 Mary Hagerman
Rear view of traffic jam with breaklights showing
The Canadian Derivatives Institute

Fund administrator: Understanding this essential support role

December 3, 2021 The Canadian Derivatives Institute
David Reeve

Advisors require tech as pre-trade obligations grow

November 19, 2021 David Reeve
Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office
Ellen Bessner

“But that’s what the client wanted”

November 15, 2021 Ellen Bessner
Jamie Golombek

Rebalancing your client’s portfolio may require a balancing act

November 10, 2021 Jamie Golombek
Dustyn Lanz

Successes, challenges and next steps in responsible investing

November 9, 2021 Dustyn Lanz
Pat Dunwoody

Validate your processes and think “win-win” when it comes to applying CFRs

November 9, 2021 Pat Dunwoody
winner
Susan Silma

New KYC requirement protects vulnerable clients

November 3, 2021 Susan Silma
advisor-client meeting
Shilpa Tiwari

Social purpose: A business imperative

October 26, 2021 Shilpa Tiwari
Jamie Golombek

Tax-efficient RESP withdrawals

October 15, 2021 Jamie Golombek
Paul Bourque

The pandemic’s impact on the individual investor

October 6, 2021 Paul Bourque