Investment Executive @IE_Canada
Investment Executive is Canada's news source for financial professionals. @CFAToronto Publication of the Year, 2021 investmentexecutive.com Canada Joined May 2010-
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The shift to working from home, along with wealthy, profligate retirees, is altering U.S. consumer spending patterns and complicating the U.S. Federal Reserve Board’s challenge of combating inflation, says CIBC World Markets. buff.ly/3WiaEG3
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds. buff.ly/3Uomiwy
Instead of using the stolen identities of real people, a Toronto-based fraud scheme was based on the manufacture of false identities, which duped financial institutions for at least $4 million, according to police. buff.ly/3Uj7LCw
Credit rating actions for global financial institutions were mostly positive in the first quarter, driven by sovereign rating improvements, says @FitchRatings. buff.ly/3QoAR1T
Toronto police say fraudsters posing as representatives of global asset management firm Schroders Management are scamming investors with fictitious investments. buff.ly/3QpUTJv
U.S. investors remain sour on sustainable investment funds, but Canadian investors boosted their holdings in the first quarter, finds @MorningstarInc. buff.ly/4aUKYDQ
Taxpayers who overcontributed to their FHSAs now have the form needed to report their overcontributions and pay the resulting tax. buff.ly/4dk3OWU
A proposed class action lawsuit filed against former fund manager Emerge Canada will not be proceeding because “the prospect of recovery is nil,” the lawyer for the class says. buff.ly/3wbyb0U
Each week, @IE_Canada summarizes notable moves across the financial industry. Here's what happened last week. buff.ly/49RzP5y
Research from the @CSA_News finds fund costs declined and risk-adjusted performance improved in the wake of client relationship model reforms. buff.ly/4b7hnGY
Many dealers will be paying more under a new single fee model proposed by the Canadian Investment Regulatory Organization. buff.ly/4dhOoSM
The government wants to give the @CanRevAgency more time to reassess taxpayer filings and the power to impose significant new penalties if taxpayers fail to provide information the agency requests. buff.ly/3QmAqoR
Opinion: To provide clarity and protection to the public, the way forward requires transparency. buff.ly/49Z1Qbk
The impending increase in the capital gains inclusion rate applies to all gains earned by corporations and trusts. However, mutual fund corporations and trusts are likely to be largely unaffected. buff.ly/3wc7CZy
Financial planners can expect equity returns between 6% and 8% in the coming decade, as well as an inflation rate of 2.1%, according to new projections from @OfficialFPCan and the @Institut_pf. buff.ly/44e2hxg
Next week, Ontario’s Capital Markets Tribunal will consider whether to pause the Ontario Securities Commission’s enforcement case against the founders of failed fund manager Bridging Finance Inc. buff.ly/3UgQcCL
The @CanRevAgency will charge 9% interest on late payments in the third quarter, down from the 10% rate it has been charging through the first half of 2024. buff.ly/4d721V3
Use these tips to build an approach that engages clients and inspires referrals. buff.ly/3xSq3Tu
Montreal-based asset manager Fiera Capital Corp. is on the verge of losing a long-standing shareholder. buff.ly/3WayeER
With global regulators increasingly seeking to combat greenwashing in the investment industry, @TheFCA issued guidance on its looming new anti-greenwashing rules — and it’s proposing to extend requirements to portfolio managers too. buff.ly/3We1Tg9
Martin Pelletier @MPelletierCIO
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CETFA @cetfassn
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Jason Watt @JasonWattBCC
2K Followers 2K Following Free Office Hours: https://t.co/KluLKdkwse for Core Curriculum students https://t.co/PF1Q2nkS5m for Adv Curr students https://t.co/J5euC3VU1B for Exam Prep
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FP Canada @OfficialFPCan
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Financial Consumer Ag.. @FCACan
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Morningstar.ca @MorningstarCDN
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david @czuczy66
24 Followers 1K Following mediocre husband; fairly odd parent; clumsy dog walker; attention span of a cognitively-impaired mouse. Captivated by world of philately.
Zach Fentiman @zachfentiman
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Alexis Gaboury. Inten.. @FGaboury_Quebec
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David Rowen, CFA, FRM.. @DavidRowenIG
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CREO @Edgar_OCR
156 Followers 278 Following Colombia- Acabemos la corruptela en la cúpula política; el cancer de nuestra sociedad! $65bill corrupción $96bill Beneficios Fiscales 6% eficiencia en Justicia
Engr.Fowad A Bukhari @SalmanB20580337
72 Followers 2K Following PEACE, JUSTICE, AND STRONG INSTITUTIONS!
Foster Arens @WealthyBanter
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Jon Helm @Jon_W_Helm
280 Followers 822 Following Senior Wealth Advisor, Host of the Wealth Connection podcast https://t.co/8bByNrmO9m
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Malek Alsoubani @teckrec
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Dyson @Dyson656155
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Kathleen O'Grady @kathleenogrady
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EK @erion03
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hardeep @samp7200
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ARTURO ALONSO DEHESA @ARTURO473829129
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gloria @gloria54649368
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Centro de Gestión y .. @contactoCGCAP
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Louis Magnan @LouisMagnanQC
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Alex Leblanc @alexxLeB
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Bill Giff @BillGiff2001
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Martin Pelletier @MPelletierCIO
47K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
The Globe and Mail @globeandmail
2.0M Followers 1K Following Canada's national news organization. Customer care: @GlobeHelp. Share info with us anonymously: https://t.co/ROPEUBZwoO
National Post @nationalpost
1.0M Followers 214 Following News, analysis and commentary by the National Post.
Jonathan Chevreau @JonChevreau
63K Followers 19K Following CFO Financial Independence Hub; author Findependence Day, Investing Editor & Columnist at @MoneySense. @[email protected]. @JonChevreau on Threads.
BNN Bloomberg @BNNBloomberg
133K Followers 57 Following Canada's top destination for breaking business news and analysis. 🎧 Subscribe to the Market Call podcast here: https://t.co/9k6G96UNjT
Toronto Star @TorontoStar
1.2M Followers 568 Following Get the latest news, alerts, sports, photos and more from Canada's largest daily newspaper. ⏩ Instagram: (@)thetorontostar | TikTok: (@)torontostar
Rob Carrick @rcarrick
67K Followers 2K Following Personal Finance Columnist for The Globe and Mail https://t.co/IBR6XAaC5u
Aaron Hector, R.F.P.,.. @AaronHectorCFP
5K Followers 388 Following Passion for personal finance, innovative ideas & the well being of my clients. Private Wealth Advisor @ CWB Wealth in Calgary, VP & Symposium Chair @ IAFP #Avs
Advocis @Advocis
6K Followers 773 Following The official account of Advocis, The Financial Advisors Association of Canada. 'Not for Ourselves Alone'.
David O’Leary, CFA @DavidPOLeary
3K Followers 881 Following Founder of Kind Wealth; a virtual family office helping business owner families maximize their return on life. Impact investor, boxing fan, and proud Dad.
Cameron Passmore @CameronPassmore
5K Followers 2K Following Helping Canadian families plan and manage their serious long-term money. Executive Chairman & Portfolio Manager @PWLCapital; Co-host @RationalRemind.
Ellen Roseman @ellenroseman
11K Followers 4K Following Consumer advocate. Journalist. Podcaster. https://t.co/RuVEU7msY6, https://t.co/Yv1BTog1xS. Instructor @UofTscs. I tweet about money & consumer rights.
Canada Revenue Agency @CanRevAgency
263K Followers 87 Following Follow us and #CdnTax for the latest on all things taxes, benefits, credits, and more! 🇨🇦 Terms of use ➡️ https://t.co/COE5NbiL0z FR ➡️ @AgenceRevCan
GetSmarterAboutMoney @smarter_money
19K Followers 1K Following https://t.co/QX8mQHuaP4 is an initiative of the Ontario Securities Commission's Investor Office to help people make informed financial decisions.
John De Goey @STANDUP_Today
2K Followers 301 Following Portfolio Manager / Investor Advocate / Author / Change Agent Wannabe Opinions are my own.
FP Canada @OfficialFPCan
7K Followers 953 Following FP Canada™ is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning.
Financial Consumer Ag.. @FCACan
16K Followers 2K Following Financial Consumer Agency of Canada | Tips to better manage your Money | French: @ACFCan | Terms and conditions: https://t.co/1WgaVwoWWh
Morningstar.ca @MorningstarCDN
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Parliamentary Budget .. @PBO_DPB
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Ray Dalio @RayDalio
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ESMA - EU Securities .. @ESMAComms
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Grizzly Research @ResearchGrizzly
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CFA Society Toronto @CFAToronto
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Dustyn Lanz @dustynlanz
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Money Gaps @MoneyGaps
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AGF @agf
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CB Insights @CBinsights
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CSFI @CSFI1
2K Followers 2K Following Centre for the Study of Financial Innovation is a think-tank for practitioners, observers to debate financial services. Now part of @studyLIBF
Franklin Templeton @FTI_Canada
4K Followers 813 Following At Franklin Templeton we’re dedicated to delivering exceptional investment solutions. Follow us for insights on global markets. Our Twitter conditions & terms:
Conseiller.ca @Conseillerca
3K Followers 2K Following Conseiller est la principale ressource en ligne des conseillers en services financiers québécois. Pour s'abonner : https://t.co/ws8cNFJjvR
Fundserv Certainty @Fundserv_inc
227 Followers 646 Following Established by and for the Canadian #investment industry, #fundserv is the online eco-system that keeps fund transactions moving. https://t.co/Dbv1Yulbcf
@lautorite @lautorite
6K Followers 396 Following L'Autorité des marchés financiers est l’organisme de réglementation et d'encadrement du secteur financier du Québec. #AMF
Charlie Spiring @charliespiring
143 Followers 51 Following Founder and Chairman Wellington Altus Private Wealth, @YPO Gold, “We keep it simple. We make it personal. We make it fun again.”
Digital Finance HQ @DFInstitute
4K Followers 362 Following Digital Finance Institute - think tank for thought leadership in digital finance, technology, financial inclusion and artificial intelligence.
Charles Sousa @SousaCharles
12K Followers 370 Following Member of Parliament, Canada | Business, Academia & Community Boards | Former Minister of Finance, Ontario
S&P Global Ratings @SPGlobalRatings
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SHARE @share_ca
2K Followers 1K Following Building responsible investments for a sustainable, inclusive & productive economy. Partners on @IndigenousRI. Home of @workerscapital secretariat. #PowerOfMany
Melissa Shin @melissagshin
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Cookhouse Labs @CookhouseLab
447 Followers 214 Following Toronto's first Insurance Innovation Lab #InsurTech #Innovation
LOGiQ Asset Mgmt. @logiqasset
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Advisor.ca @advisorca
10K Followers 3K Following Canada's leading resource for client-facing advisors. @CFAToronto Publication of the Year, 2019 and 2017. Subscribe: https://t.co/ohFhlYwHl4
CroesusFin @CroesusFin
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Blue ID @BlueID_consults
220 Followers 662 Following We help financial firms transform reporting documents for better #communication & lower costs. Client-centric approach to #research #training for advisors.
Empress Financial @empressfingroup
93 Followers 231 Following Providing life insurance, investment planning, mortgage insurance, debt solutions, mortgages and income protection for individuals and business owners.
Greg Pollock @GregPollock_
602 Followers 199 Following President & CEO @Advocis | Tweets are expressions of my personal views and not necessarily those of the Association.
J.P. Morgan Asset Man.. @JPMorganAM
108K Followers 236 Following Committed to partnering with advisors to build stronger portfolios. Let's solve it. Disclosures: https://t.co/V8Xq1WMa4J
Fidelity Investments @Fidelity
376K Followers 133 Following Welcome to the Fidelity Investments X account. We’re here to answer questions and cover the latest market trends. Disclosures: https://t.co/1kX2r3LJui
Thank you @IE_Canada for featuring so many philanthropy experts from our @CAGP_ACPDP community in your coverage of the potential impact of #AMT on 🇨🇦 philanthropy investmentexecutive.com/news/industry-… cc @Advocis @CPAcanada @KnowledgeBureau
Great section on #ETFs featured in the December issue of @IE_Canada. Check out "ETFs buck the downtrend of 2022" on pp. 10-11. For #financialadvisors, it's a trove of useful #ETF info. bit.ly/3j9NMHz @pat_dunwoody @TamCash @RonLandryETF
For @IE_Canada, I profiled Natasha Knox of Alaphia Financial Wellness to learn how she takes clients beyond the numbers. investmentexecutive.com/newspaper_/bui…
@IE_Canada @Larry_Short @HattersThoughts You guys rock. Thanks for taking the time to reply.
I was happy to provide my thoughts and participate in a tax and financial planning conversation regarding the new #FHSA account (available in 2023) in this article by @rudymezzetta of @IE_Canada. investmentexecutive.com/newspaper_/new…
Draft legislation was released today and here is a very good and concise update on the new rules related to the Tax-Free First Home Savings Account (#FHSA) from @rudymezzetta via @IE_Canada investmentexecutive.com/news/industry-…
TRADE ARTICLE • "Canadian Shoppers Grab Rare Chance To Descend on US Border Towns" by @DustyWallet @CoStarNews • "Ask me Anything" by Daniel Fish @PrecedentMag • "Return-to-Work Programs Can Smooth Over Career Gaps" by @LeahGolob @IE_Canada
It's that time of year again when we kick off @IE_Canada's Report Card series! Check out the results of the Brokerage Report Card 2022 to see which firms are leading the brokerage industry, based on advisor satisfaction ratings. investmentexecutive.com/feature/broker…
Thank you @IE_Canada for highly valuable article on donating securities! bit.ly/3ouapXg featuring @CAGP_ACPDP members: @malburrs @JamieGolombek @GluskinSheffInc @MackenzieInvest and more! cc @KnowledgeBureau @CPAcanada @Advocis @CALUcanada @FamBizCanada
.@IIACACCVM is proud to announce the nominees for the 2021 IIAC Top Under 40 Award in today’s full page features in @IE_Canada & @FI_Quebec (Oct 2021 issues in print). Congratulations to all! The three finalists, including the winner, will be unveiled on Oct 12. #IIACTopUnder40
In my latest column for @IE_Canada, I provide an overview of three big #ESG trends that every investment professional needs to know about: ➡️ Stewardship ➡️ Impact measurement ➡️ Net-zero #sustainablefinance investmentexecutive.com/inside-track_/…
@IE_Canada Thank you. Likewise, it's been a real pleasure to write for IE and to meet & work with the many great people that work so hard to put out a quality publication every month.
My latest (and final) @IE_Canada column explains why hourly fees are NOT a viable alternative to asset based fees for financial advice (for advisors or clients). investmentexecutive.com/newspaper_/foc…
My latest column is in @IE_Canada's Mutual Fund Guide 2019 - Keep it simple (advice I've repeated for nearly two decades) investmentexecutive.com/newspaper_/opi…
Today's Vantage Series thought leadership team: Richard Rousseau (Raymond James), Dr. Dean Smith (Cadesky US Tax), Evelyn Jacks (Knowledge Bureau), Melissa Shin (Investment Executive), and Ian Russell (IIAC).
@IE_Canada great work on the new site! Knowledge Bureau is always proud to partner with your publication
U.S. Dollar/Gold Diversification Strength: Pos. 60.28%, Neg. 27.65% & Neutral 12.05% … current phase Negative signaltradinggroup.com/ds-overview/di…
.@advisorca and @IE_Canada team up to win Scrabble championship! Go team!
Read my #interview in @IE_Canada – #Managing #Debt in #Retirement investmentexecutive.com/-/managing-deb…
Great article in @IE_Canada by @fionacollie- #Managing #Debt in #Retirement investmentexecutive.com/-/managing-deb…
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