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.

If you are experiencing any difficulty in accessing this document, please go the Publications workspace in the Members Portal and try the document again.

(Members only)

Download now

Share This Story, Choose Your Platform!

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.

Become a Member