September 2019

Advisor's Edge

Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

Craft a compelling narrative about yourself, and put it where everyone will see it

Advisors have every reason to boost sustainable investing knowledge

Executors may have to balance conflicting interests

Institutional investors are developing methods to measure exposure to climate change. Here’s what advisors need to know.

Patience has a price

Forecasting problems when focusing on the present

How firms are reaching a resistant segment