October 15, 2020
Tax planning in 2020 — COVID-19 considerations
Things Canadians should keep in mind for 2020 tax planning, because of economic problems caused by the COVID-19 pandemic.
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Capital markets strategy
Navigating Markets and Building Better Portfolios
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Identifying opportunities within changing regulatory and market environments
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Unlock insights into the principles of behavioural economics to enhance your ability to understand and counteract the negative aspects of human emotions in financial decision-making, especially in volatile markets.
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November 10, 2020
Guarding beneficiary designations — recent developments
Recent legal challenges could keep funds from going to named beneficiaries. This summary includes some tips so advisors can help protect their clients’ intent.
September 22, 2020
ESG portfolio resilience to social dislocations
Environmental, social, and governance (ESG) investing has emerged as a key method for pursuing portfolio resilience, particularly in the context of proliferating economic and systemic social risks.
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