ISSUE 8.01
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CONTENTS
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UPFRONT 02 Editorial
Where will the Bank of Canada go from here?
THE TOP
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04 Statistics
THE GATEKEEPER
08 News analysis
Key data that should be on your radar this month
06 Head to head
PEOPLE
22
Mitchell McLean prides himself on being able to sort through myriad public and private investments to find the right fit for each client
INDUSTRY ICON
Vanguard Canada managing director Kathy Bock is intent on spreading the word about the company’s unique relationship with investors
18
10 Intelligence
This month’s big movers, shakers and new products Five currency- and tax-friendly investment options for snowbird clients
TOP 50 ADVISORS
PEOPLE
What advisors should be on the lookout for in the new year
12 ETF update
SPECIAL REPORT
Wealth Professional unveils our annual ranking of the 50 best advisors in the industry
Where to find strong returns in 2020
FEATURES
46
WOMEN IN WEALTH MANAGEMENT
Behind the scenes with the winners at WP’s second annual Women in Wealth Management Awards
14 Alternative investment update RBC GAM debuts a new take on real estate funds
16 Opinion
How to position portfolios amid ongoing uncertainty
FEATURES 50 Why can’t we focus anymore? Distraction is rampant in the modern world – here’s how to fight back
PEOPLE 55 Career path
52
Laurie Bonten went from the unemployment office to the President’s Council in less than a decade
56 Other life
Michael Dehal’s hands-on approach to giving back
FEATURES
STRENGTHEN RELATIONSHIPS WITH YOUR TEAM
Seven steps to building trust, respect and accountability
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