Perspective

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
Paul Bourque

Canadian investors continue to grow wealth through investment funds

February 10, 2021 Paul Bourque
This picture says the development of economy, successful, and achievement
Ian Russell

Dealers pursue strategic partnerships to offer alternative investments to clients

February 3, 2021 Ian Russell
Ellen Bessner

Don’t let client preferences come before your legal obligations

February 2, 2021 Ellen Bessner
man using mobile phone
Cary List

Financial literacy: taking the long view

January 29, 2021 Cary List
Susan Silma

How to talk to clients about the client-focused reforms

January 27, 2021 Susan Silma
Partners discussing new plans
Shilpa Tiwari

Why don’t women of colour have a seat at the boardroom table?

January 26, 2021 Shilpa Tiwari