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Investment Executive December 2019

December 2019

News

Regulations don't meet global standards adopted in the wake of the global financial crisis.

The Liberals may act on a recommendation to increase contribution room for green investments

Both industry and investors approve of the OSC's burden-reduction reforms

Mutual Fund Managers of the Year: Paul Moroz and Christian Deckart look for companies that can take advantage of economies of scale

Building Your Business

Self-employed clients can be a joy to work with, but they present unique challenges

What financial advisors can expect at each stage of growth

Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies

Senior clients hunting for yield may consider instruments such as mortgage investment corporations and split shares

Don't cloud your client's retirement picture out of fear of this "recovery" tax

A VPN enables you to exchange information safely with your office, no matter where you are

You can minimize compliance risk by keeping thorough, up-to-date records

Focus on Products

Despite lacklustre returns for small-caps this year, opportunities can be found within the sector

Despite recent underperformance, there still may be a value premium

Comment & Insight

If consumers' interests are not at the heart of this initiative, it may do more harm than good

Climate change and national unity were on the prime minister’s mind, but so was winning back a majority