Perspective

Susan Silma

Protect your vulnerable clients while protecting yourself

July 24, 2019 Susan Silma
David Reeve

Planning for wealth management in 2030

July 19, 2019 David Reeve
Paul Bourque

Thinking outside the box: the CSA as a fintech adopter

July 18, 2019 Paul Bourque
Ellen Bessner

Succession for advisors

July 12, 2019 Ellen Bessner
Jamie Golombek

New stock options rules introduced

July 5, 2019 Jamie Golombek
Pat Dunwoody

Debunking the ETF liquidity myth

July 2, 2019 Pat Dunwoody
Cary List

A welcome new regulatory era in Ontario

June 28, 2019 Cary List
Dustyn Lanz

Sustainable finance: three things advisors need to know

June 21, 2019 Dustyn Lanz
Ellen Bessner

Avoiding conflicts in soliciting arrangements

June 14, 2019 Ellen Bessner, Michael Bookman
Ian Russell

Streamlining eDelivery for prospectuses

June 12, 2019 Ian Russell
Jamie Golombek

Appeal Court upholds RRSP overcontribution penalties

June 7, 2019 Jamie Golombek
Keith Costello

Deciphering Ontario’s Financial Professionals Title Protection Act

May 31, 2019 Keith Costello