Perspective

Columns

Canadian ETFs ride a global trend

August 10, 2021 The Canadian ETF Association
foreign country with stock market data
Tashia Batstone

Democratization: The future of financial planning

August 3, 2021 Tashia Batstone
advisor with client
Jamie Golombek

Help your senior clients prepare for OAS changes

July 30, 2021 Jamie Golombek
Paul Bourque

Designating beneficiaries electronically

July 28, 2021 Paul Bourque
woman sitting at laptop
Shilpa Tiwari

ESG reporting: A means to progress…or a means to an end?

July 27, 2021 Shilpa Tiwari
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David Reeve

KYP and the power of the peer

July 23, 2021 David Reeve
advisor-client meeting
Ian Russell

Expanded cost reporting poses an important and challenging task

July 21, 2021 Ian Russell
client meeting
Columns

An election hasn’t been called yet, but the Conservatives may have already lost

July 21, 2021 Gord McIntosh
Susan Silma

Suitability takes on new meaning with client-focused reforms

July 14, 2021 Susan Silma
client meeting
Ellen Bessner

Why care about changes to regulations?

July 9, 2021 Ellen Bessner
Jamie Golombek

What exactly is a “reasonable” rate of interest?

June 25, 2021 Jamie Golombek
confused man
Columns

Pharmacare a promise Trudeau might come to regret

June 16, 2021 Gord McIntosh
parliament hill