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Investments

Mark Yamada

the other side of ESG investing

An inconvenient truth about ESG investing

Widespread awareness has not translated into widespread impact

  • May 9, 2022 May 9, 2022
  • 10:00

Energy ETFs face a low-carbon future

New risks and rewards from Canada’s second-largest sector

  • March 14, 2022 March 10, 2022
  • 10:00

Beware of post-pandemic globalization

Things are about to get (more) complicated for investors

  • February 4, 2022 February 3, 2022
  • 15:00

Protecting index investors from dual-class shares

How important is shareholder democracy?

  • November 26, 2021 November 26, 2021
  • 11:17
Tax & Estate Planning

Jamie Golombek

income tax owing

CRA can use ‘arbitrary assessments’ to fill a filing void

A Tax Court case offers a warning about missing corporate returns

  • May 9, 2022 May 5, 2022
  • 10:00

No court relief for accidental RRSP overcontribution

A lack of understanding about spousal RRSP limits was no excuse

  • March 14, 2022 March 10, 2022
  • 10:00

Advisor’s expense claims get cold reception at Tax Court

After starting a side business selling insurance, an advisor went too far in claiming expenses

  • February 4, 2022 February 3, 2022
  • 15:00

A Tax Court lesson in saving receipts

Expense claims are possible without receipts, but it’s an uphill battle

  • October 4, 2021 October 4, 2021
  • 16:30
personality test

Adventures in personality testing

What I learned from taking four firms’ personality or behavioural assessments

  • May 9, 2022 May 9, 2022
  • 10:00

Efficient work isn’t always the most effective

Building trust remotely is still a challenge

  • February 4, 2022 February 3, 2022
  • 15:00

An unlikely confession about commuting

The loss of that loathsome ritual may be contributing to stress

  • November 2, 2021 November 2, 2021
  • 12:30

Advisors should get ahead of the ESG backlash

Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

  • October 4, 2021 October 4, 2021
  • 16:30
Tax & Estate Planning

Curtis Davis

time is money

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

  • May 9, 2022 May 5, 2022
  • 10:00

Spousal RRSPs: What you need to know

Make sure clients don’t run afoul of the attribution rules

  • March 14, 2022 March 10, 2022
  • 10:00

Three things to do before tax season

Now is the time to review plans jolted by the pandemic

  • February 4, 2022 February 3, 2022
  • 15:00

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

  • November 2, 2021 November 2, 2021
  • 12:30
investment

Do corporate spinoffs reward shareholders?

Creating value by shrinking

  • May 9, 2022 May 16, 2022
  • 10:00

When stock frauds go beyond gaming the numbers

Claims of novel technology are at the centre of many collapses

  • March 14, 2022 March 10, 2022
  • 10:00

Finding the tipping point of stock collapses

When does accounting become important?

  • February 4, 2022 February 3, 2022
  • 15:00

Heed the warning signs of stock market frauds

Use the fraud triangle to root out problem investments

  • November 2, 2021 November 2, 2021
  • 12:30