Home Katie Keir

IIROC wants to pave the way for tech-enabled advice: report

The SRO will review and clarify KYC and e-signature requirements

  • March 22, 2019 March 22, 2019
  • 11:18

Tax tidbits from Budget 2019: Golombek

Five tax changes clients may ask about

  • March 19, 2019 March 19, 2019
  • 19:15

Balancing financial stability and life experience

Clients’ career paths are becoming less straightforward, and you need to adapt

  • November 28, 2018 December 4, 2018
  • 09:00

How to explain hedging to clients

This term has deep roots

  • November 28, 2018 November 30, 2018
  • 09:00

Breaking down the U.S. corporate bond market

What to watch in the year ahead

  • November 26, 2018 February 24, 2019
  • 16:00

Will CSA’s product-related proposals help or hinder advisors?

A panel at the Advocis symposium broke down the client-focused reforms

  • November 21, 2018 November 21, 2018
  • 14:31

How currency differs from other asset classes

A look at how the currency market works

  • November 20, 2018 November 20, 2018
  • 16:00

Consider alternatives as markets moderate

The outlook for expected returns isn't positive relative to the last 10 years

  • October 31, 2018 October 31, 2018
  • 16:00

Advocis to Ontario government: Follow through on advisor title regs

New survey finds 91% of those polled would support new legislation

  • October 25, 2018 October 25, 2018
  • 15:39

How to make the most of your support staff

Underappreciated assistants are a wasted resource

  • October 15, 2018 October 15, 2018
  • 16:33