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Chapter 17: Investment Management Today

In this section

  • Fintech
    Explore how Fintech innovations transform Canadian wealth management, from AI-driven risk assessments and digital onboarding to compliance with national regulatory frameworks.
  • Robo-Advisory Services
    Discover how robo-advisory platforms leverage algorithms, ETFs, and low-cost strategies to automate portfolio management, transforming modern wealth management in Canada.
  • Smart Beta ETFs
    Explore how Smart Beta ETFs leverage factor investing and alternative weighting strategies in Canadian portfolios, bridging passive and active approaches to enhance risk-adjusted returns.
  • Responsible Investment
    Explore the principles, strategies, and practical applications of responsible investment in Canada—integrating environmental, social, and governance (ESG) considerations for more sustainable and impactful portfolios.

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Chapter 16: Estate Planning Strategies
Chapter 18: Investment Management