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INVESTMENT EXECUTIVE NEWS
Mid-October 2020
COMPANY INDEX
This index lists the page on which there is
a significant reference to a company or organization mentioned in stories or columns.
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U.S. ELECTION
COVERAGE
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WHAT’S INSIDE HIGHLIGHTS OF THIS MONTH’S INVESTMENT EXECUTIVE
1832 Asset Management LP .................... 17 American Century
Investment Services Inc. ............................. 1 Assante Wealth Management Ltd. ......... 16 BDO Canada LLP ......................................... 14 Bennett Jones LLP ..................................... 14 Cadesky and Associates LLP .................. 14 Canada Revenue Agency .......................... 14 Canadian Securities
Administrators ................................................ 1 Canadian Taxpayers Federation ................ 1 C.D. Howe Institute ...................................... 4 CIBC Private
Wealth Management .............................. 8, 4 CI Investments Inc. .................................. 9, 4 Crowe Soberman LLP ................................ 14 Desjardins Financial
Securities Investments Inc. ..................... 16 Gowling WLG (Canada) LLP ...................... 14 HighView Asset Management Ltd. .......... 6 IG Wealth Management .............................. 8
Investment Industry Regulatory Organization of Canada .............................. 6 KPMG Canada ............................................... 13 Mackenzie Investments ........................ 4, 17 MCA Cross Border Advisors Inc. ............ 12 Morningstar Inc. .......................................... 16 Mutual Fund Dealers
Association of Canada ................................ 6 Ontario Securities Commission ............... 6 Osler Hoskin and Harcourt LLP .............. 14 O’Sullivan Estate Lawyers LLP ............... 13 Picton Mahoney
Asset Management ...................................... 4 Polaris Tax Counsel .................................... 12 Richardson GMP Ltd. .................................. 16 Schroder Investment
Management North America Inc. ........... 16 Toronto-Dominion Bank ............................. 6 Wellington-Altus
Private Wealth Inc. ................................. 13, 4 Western University ...................................... 4
INVESTOR PROTECTION DSC DISCORD 1 Regulators are watching sales of DSC mutual funds ahead of the 2022 ban.
NEWSMAKER 7
Jean-Paul Bureaud is the new head of FAIR Canada.
U.S. ELECTION
ROCKY ROAD 1 The U.S. election outcome
may have less of an impact on markets than the pandemic and monetary policy.
SOUTHERN EXPOSURE 12
Find out how the presidential candidates’ tax proposals could affect your clients.
PRODUCTS
METALHEADS 17 Investor demand for gold, silver and other precious metals has increased.
INSIGHT
ADDING INSULT TO INJURY 18 The Ontario government should have banned DSCs, as the rest of Canada did.
THRONE SPEECH 18
Trudeau borrows from Lester B. Pearson’s playbook. Will it keep him in power?
www.investmentexecutive.com
BUILDING YOUR BUSINESS: SPECIAL REPORT ON TAXES
TAXING BENEFITS
Clients who received the CERB may need help setting aside money for the taxman.
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KEEPING WATCH 14
The CRA has resumed auditing taxpayers. Here’s what to expect.
HOLDING COURT 14
The Tax Court of Canada tries to clear its case backlog.
TRUST EXERCISE
New trust reporting rules take effect in 2021. Are you ready?
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Coming In
November 2020
Building Your Business:
Retirement Special 2020
ALSO IN BUILDING YOUR BUSINESS
STAYING CALM 16
Tips for guiding clients throughout market volatility.
ISTOCK.COM / ANDRII YALANSKYI
ISTOCK.COM / ADAMKAZ