Articles in this edition include:

  • a message from Chair Marty McConnell about CALU’s strategic plan for 2018-2021,
  • a summary of a consultation report on proposed beneficiary designation changes in Manitoba by Monica Carinci and
    Rachel Blumenfeld,
  • the risks and rewards an advisor may face if acting as executor for a client by Corina Weigl and Emily Hubling, and
  • an article “Let the Games Begin” from CALU’s Government Relations consulting firm FleishmanHillard HighRoad.

(Members only)

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