Explore the portfolio approach in investment management, emphasizing diversification, risk reduction, and the role of portfolio managers and advisors.
Explore the benefits and intricacies of Separately Managed Accounts (SMA) in Canada, including customization, tax efficiency, and access to dedicated portfolio managers.
Explore the comprehensive financial planning approach for retail clients, emphasizing holistic strategies beyond investment management, and the importance of assessing clients' financial and personal situations.
Explore the management of conflicts of interest within the Canadian securities industry, including strategies for avoiding, disclosing, and controlling conflicts to protect client interests and maintain market integrity.
Explore the key takeaways from Chapter 24 on Canadian Taxation, focusing on taxation's role in investment management, income tax implications, registered plans, and tax planning strategies.
Explore the fundamentals of the Canadian taxation system, its impact on investment management, and strategies to optimize after-tax returns.
