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INVESTMENT EXECUTIVE
NEWS
November 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.
Web exclusive:
INSIDE TRACK
Read the latest insights from commercial litigator Ellen Bessner, Ian Russell of the Investment Industry Association of Canada, Dustyn Lanz of
the Responsible Investment Association and tax expert Jamie Golombek.
Go to investmentexecutive.com/ inside-track
WHAT’S INSIDE
HIGHLIGHTS OF THIS MONTH’S INVESTMENT EXECUTIVE
Advisorcraft .................................................. 15 Aligned Capital Partners Inc. ..................... 1 Aristotle Capital Management LLC ....... 12 Beaton Annuity Services .......................... 15 BMO Global Asset Management Ltd. ... 24 Canaccord Genuity Group Inc. ................. 4 Canaccord Genuity
Wealth Management ................................... 4 Canadian Imperial
Bank of Commerce ..................................... 10 Canadian Institute of Actuaries .............. 10 Canadian Securities Administrators ...... 6 Castlemark Wealth
KPA Advisory Services Ltd. ..................... 10 Leede Jones Gable Inc. .............................. 4 LifePlan Investments Inc. ......................... 15 Long Term Care Planning Network ........ 16 MacDonald & Associates .......................... 13 Mackenzie Investments ..................... 15, 25 Manulife Private Wealth ............................ 12 Manulife Securities ...................................... 4 MICA Cabinets
de services financiers ................................ 18 Mutual Fund Dealers
Association of Canada ................................ 6 National Bank of Canada ......................... 25 National Bureau
of Economic Research ................................ 6 National Institute on Ageing .................... 10 Natixis Investment Managers ................. 12 Nicola Wealth Management Ltd. ............. 13 Odlum Brown Ltd. ......................................... 4 Ontario Securities Commission ............... 6 Praxis Wealth Management ..................... 14 PWL Capital Inc. ........................................... 12 Raymond James Ltd. ............................ 14, 4 RBC Dominion Securities Inc. ................. 18 RBC iShares ................................................. 25 Richardson GMP Ltd. ................................... 4 Royal Bank of Canada ................................ 18 Strategist Business Development ......... 18 Toronto Finance International ................ 18 University of Toronto .................................. 6 UpShift Coaching ........................................ 14 Vanguard Investments Canada Inc. ...... 25 Wellington-Altus
Private Wealth Inc. ....................................... 4 Women in Capital Markets ........................ 18 Yale University ................................................ 1
HNW INVESTORS
ANALYZING MOTIVATIONS 1
Wealthy clients really are different than average investors.
NEW BEGINNINGS
ALIGNED VALUES 1
CI Financial adds another wealth management brand to its portfolio.
NEWSMAKER 8
Denis Blackburn joins Financial Horizons Group.
INDIE RENAISSANCE
SMALL DEALERS BOUNCE BACK 1
Reports of the death of independent investment dealers have been greatly exaggerated.
www.investmentexecutive.com
DIVERSITY & INCLUSION GLASS CEILING 7 Efforts to improve board diversity mostly benefit
white women.
PRODUCTS
TIME FOR ANNUITIES? 15 Despite low rates, guaranteed income products still can work for some clients.
EVALUATING EQUITIES 24
European stocks were hit hard by the Covid-19 pandemic.
MODEL PORTFOLIOS 25
Financial advisors need to change their fixed-income assumptions.
PRODUCT WATCH
A look at the recent spate of asset-allocation product launches.
INSIGHT
EDMONTON
Many Albertans disapprove of how Premier Kenney has handled Covid-19 and low oil prices.
CRISIS LOOMING
Advisors who aren’t preparing their clients for turmoil in the wake of the U.S. election aren’t doing their job.
Management Inc. ......................................... 13 CI Financial Corp. ...................................... 1, 4 CI Investments Inc. ..................................... 15 Coleman Wealth ........................................... 14 Deloitte LLP ................................................... 4 Desjardins Securities .................................. 4
25 Dimensional Fund
Advisors Canada ULC ................................ 12 Echelon Wealth Partners Inc. ................... 4 Edward Jones Canada ................................ 4 Federal Reserve Bank of St. Louis .......... 6 Fidelity Investments Canada ULC ......... 13
26 IGM Financial Inc. ......................................... 4 IG Wealth Management ....................... 15, 16 Industrial Alliance Securities Inc. ........... 4 Invesco Advisors Inc. ................................ 24 Investia Financial Services Inc. .............. 16 Investment Industry
Association of Canada ................................ 6
Investment Industry Regulatory
26 Organization of Canada .............................. 6 Investment Planning Counsel Inc. .......... 13
Coming In
Mid-November 2020
Regulator checkup:
Our analysis reveals how the pandemic has affected Canadian regulators
BUILDING YOUR BUSINESS
AGE IS JUST A NUMBER 10
The pandemic may accelerate the trend of people retiring later.
QUEST FOR INCOME 12
Two financial advisors share their sample portfolios for retirees.
JOB LOSS 13
A client who lost their job may want to retire early.
HEALTH AND WEALTH 14
How to support clients through the psychological aspects of retirement.
SILVER LINING 15
A low-income year can lead to tax savings.
UNMET NEED 16
Estate planning is always important, but is particularly so during a pandemic.
COACH 17
Should this advisor sell their practice early?
WOMEN IN FINANCE 18
The pandemic threatens progress for women in finance.
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