March 2022

News

Bill would alter balance between legislature and the OSC

Profit Survey: Eleven firms increased their dividends in the latest quarter

Newsmaker: New head of iShares Canada says her firm is using sustainability data to inform investment decisions

Commenters decried the “comply or explain” model for emissions reporting

Clients may have bare trust arrangements without being aware of them

Building Your Business

Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities

Advisors will need to adjust their practices to meet the future needs of clients

Are you on the leading edge of technology or is your business falling behind? Take the quiz

Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals

Focus on Products

Two advisors share their stock picks for large windfalls

Comment & Insight

Editorial: Financial regulation can play a significant role in mitigating climate change

The premier is under attack despite a booming economy and a healthy budget