Op Eds

2021

The pandemic’s impact on the individual investor (October 6, 2021)

Designating beneficiaries electronically (July 28, 2021)

A historic period of regulatory reform (April 8, 2021)

Canadian investors continue to grow wealth through investment funds (February 11, 2020)

2020

Why Canada needs a single SRO (December 9, 2020)

How are investors responding to enhanced disclosure? (October 28, 2020)

Protecting older investors through a regulatory safe harbour (September 2, 2020)

The case for self-regulation (July 8, 2020)

Canadian fund investors stay the course (May 13, 2020)

Responsible Investing: A Growing Priority for Canadians (March 19, 2020)

Regulators must clarify approach to outside business activities (January 22, 2020)

2019

Targeting Regulatory Burden – Today and Tomorrow (December 2019)

Canadian investors value advice (September 18, 2019)

Thinking outside the box: the CSA as a fintech adopter (July 18, 2019)

The value of asking clients for a trusted contact (May 15, 2019)

Applying a behavioural lens to improve financial disclosure (March 13, 2019)

Controlling the cost of regulation is a must (January 17, 2019)

2018

Leveraging behavioural economics research to enhance disclosure (November 15, 2018)

Both mutual funds and ETFs can help achieve clients’ goals (September 13, 2018)

Protecting older clients a critical task for advisors (July 19, 2018)

Regulation of financial planners presents a great opportunity (May 17, 2018)

Enhanced disclosure is working (March 14, 2018)

2016

Theories are no match for reality (April 1, 2016)

2015

Closing the savings gap (May 1, 2015)

2014

How You Can Better Understand The Costs And Performance Of Your Portfolio (November 20, 2014)

Change is Coming…Will You Be Ready? (November 3, 2014)

2013

Help clients understand CRM2 (August 13, 2014)

Your plan: the key to successful investing – The Globe and Mail (October 7, 2013)

The Gold Standard for Regulatory Strength and Transparency – Wealth Professional (June 19, 2013)