Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
A survey finds that more than half of firms considered Indigenous rights in their investment analysis
There are ample opportunities for investors to act in support of Indigenous communities
The decision in Mak (Estate) v Mak differs from the controversial Calmusky ruling
Many firms have new targets and strategies, but real change will take time
Programs aim to root out bias from customer service, but more work is needed
Revised allocation to redeemers legislation appears in the 2021 budget implementation bill
Bill 245 has received royal assent, which also means that Ontario is a substantive compliance province and virtual will witnessing is permanent
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
The Liberals also raised OAS payments and proposed a foreign real estate tax
IPP changes, annuities and allocation to redeemers are back on the agenda