Cary List – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 26 Mar 2021 17:53:08 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Cary List – Investment Executive https://www.investmentexecutive.com 32 32 The future has never looked brighter https://www.investmentexecutive.com/inside-track_/cary-list/the-future-has-never-looked-brighter/ Fri, 26 Mar 2021 19:00:35 +0000 https://www.investmentexecutive.com/?p=418748 In his final column, Cary List shares his thoughts on the future of financial planning

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]]> Financial literacy: taking the long view https://www.investmentexecutive.com/inside-track_/cary-list/financial-literacy-taking-the-long-view/ Fri, 29 Jan 2021 20:00:59 +0000 https://www.investmentexecutive.com/?p=415130 The Financial Consumer Agency of Canada’s renewed national strategy for financial literacy can help Canadians focus on the future

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]]> Toward a grand renewal https://www.investmentexecutive.com/inside-track_/cary-list/toward-a-grand-renewal/ Fri, 27 Nov 2020 20:00:23 +0000 https://www.investmentexecutive.com/?p=411807 Financial planners can play a key role in rebuilding Canadians’ confidence

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]]> On the cusp of momentous change in Ontario https://www.investmentexecutive.com/inside-track_/cary-list/on-the-cusp-of-momentous-change-in-ontario/ Fri, 02 Oct 2020 21:57:00 +0000 https://www.investmentexecutive.com/?p=408281 A new regulatory framework, years in the making, is an opportunity for Ontario to be a model for other provinces

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]]> An encouraging step to improve financial literacy https://www.investmentexecutive.com/inside-track_/cary-list/an-encouraging-step-to-improve-financial-literacy/ Fri, 07 Aug 2020 18:42:40 +0000 https://www.investmentexecutive.com/?p=405319 The implementation of financial self-efficacy skills development in the school system is long overdue

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]]> Embracing new ways of connecting with clients https://www.investmentexecutive.com/inside-track_/cary-list/embracing-new-ways-of-connecting-with-clients/ Fri, 12 Jun 2020 20:39:33 +0000 https://www.investmentexecutive.com/?p=402329 As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians

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]]> Helping Canadians navigate unprecedented challenges https://www.investmentexecutive.com/inside-track_/cary-list/helping-canadians-navigate-unprecedented-challenges/ Fri, 17 Apr 2020 18:25:51 +0000 https://www.investmentexecutive.com/?p=399034 The financial planning profession needs to ensure all Canadians have access to the advice they need

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]]> Trust, disclosure and technology https://www.investmentexecutive.com/inside-track_/david-reeve/trust-disclosure-and-technology/ Fri, 20 Mar 2020 20:09:49 +0000 https://www.investmentexecutive.com/?p=397329 How being transparent with your clients can help build stronger relationships

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]]> Vision 2020: Taking stock a decade later https://www.investmentexecutive.com/inside-track_/cary-list/vision-2020-taking-stock-a-decade-later/ Thu, 12 Dec 2019 21:50:28 +0000 https://www.investmentexecutive.com/?p=392424 Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness

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]]> Why enforcement is more critical than ever https://www.investmentexecutive.com/inside-track_/cary-list/why-enforcement-is-more-critical-than-ever/ Fri, 18 Oct 2019 20:24:15 +0000 https://www.investmentexecutive.com/?p=389056 The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession

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