Ana Raman, MBA

The benefits of RBC Group Advantage are extensive.

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The types of investments allowed in TFSAs, RRSPs, FHSAs and more could soon change: Finance is consulting on the qualified investment rules. Of note, the consultation asked if the rules should favour Canadian investments (foreign content limit, anyone?!), and whether crypto-backed assets should be considered qualified investments. Thanks to Carl Hinzmann for sharing your perspective. #budget2024

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ESG Global’s CEO Sarah Keyes, FCPA, FCA will be speaking at the 2024 RIA Conference! Sarah will be moderating a session on May 28 discussing new and important sustainability disclosure considerations for investors. Join us on May 28-29 in Vancouver to discuss the most critical issues impacting Responsible Investment and ESG. Learn more about the conference here: https://riaconference.ca/ #RIACon24

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Calling all nonprofit directors. It's not too late to register for today's webinar! Gain invaluable insights into financial reporting essentials with Alterna Savings and CPA Canada. From understanding terminology to accounting for donations, this workshop equips you with effective decision-making. Register here: https://lnkd.in/dRM93Zyk #financialeducation #CPAC

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Productivity is a problem in Canada because it isn't anyone's priority. Households expend most of their resources chasing real estate. Politicians make low-risk bets on exciting narrow groups of voters—and the kinds of policies that will be needed to move the needle on productivity will upset narrow groups of voters. The biggest companies and investors put dividend increases and fat profit margins ahead of investing for the longer term. Another example: Ottawa's obsession with financial stability. Too little thought is given to the opportunity cost of making sure no bank will ever fail. However, there is some evidence that the banking regulator is taking a step back from its safer-than-safe approach to policy. It would be a baby step in the right direction. My latest: https://lnkd.in/e2ED8E6Y

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This year Canadian businesses such as banks, insurers and some resource companies will face mandatory ESG disclosure requirements. Ryan Riordan, director of research at the Institute for Sustainable Finance at Smith, explored regulatory updates and factors such as pushback on ESG at The Globe and Mail's fourth annual Sustainable Finance Summit. Watch the replay of the live event: https://lnkd.in/gt4pukyr #SmithBusiness #SmithResearch #ESG #ClimateChange #Sustainability

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ProAdvisor Council member Melisa Gaetani CPA, CA, PhD, CHRL's advice for navigating tax season is to stay adaptable, "Unexpected tasks will arise, and being flexible allows you to handle challenges without feeling overwhelmed. This balanced approach of planning, pausing, and pivoting is key to navigating the season's demands with grace and efficiency." She also says it's important to start each day with a clear plan, prioritizing your tasks to ensure focus on what truly matters. "However, don't forget to take short, regular breaks to refresh your mind—stepping away can boost productivity and reduce stress." #KeepCalmAndTaxOn #TaxSeason #ProAdvisorCouncil

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Better late than never? Late filings to be accepted under Canada’s new forced and child labour legislation. Check out our latest #ESG and #sustainability bulletin to learn more about what companies should consider in deciding whether to file a late or revised submission under the Act. Read more: https://bit.ly/3RrQXsk

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Are you going to be financially OK in #retirement? Noushin Ziafati of Newcom Media Inc.'s Advisor.ca explores some best practices for calculating retirement income needs -- and how #financialadvisors can help factor in unexpected occurrences like death, divorce, and disability. https://lnkd.in/gewGfv-K

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I am happy to share that I will be speaking at the 2024 RIA Conference! Join me on May 28-29 in Vancouver to discuss the most critical issues impacting Responsible Investment and ESG. Learn more about the conference here: https://riaconference.ca/ #RIACon24

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Another great presentation on #changemanagement thought leader and Metrix team member, Jessica Szewczuk, CPA, CA, CCMP! Check out the GFOA (Government Finance Officers Association of Alberta) webinar highlights below! A little easier to consume than the notes one might usually take isn't it? #changemanagement #buildcollaboration #graphicrecording #WeAreMetrix

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Interested in finding out if a firm is in compliance with the CFA Institute Asset Manager Code? Use the link below to access the Compliance Tracker tool from CFA Institute: http://ow.ly/lgFx50IUQlV #AssetManagement #ProfessionalStandards #Compliance #CIPCCanada

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"The Canadian economy is slowing quite dramatically. ... Insolvencies are spiking dramatically,” says Thane Stenner, CIM®, FCSI® Stenner Wealth Partners. But he and Nick Bakish of Group RMC, another member of TIGER 21, the global network of ultra-high-net-worth entrepreneurs, investors and executives, as well as its Toronto chair, Leon Goren of PEO Leadership, do see investing opportunities and a light at the end of the economic tunnel. They spoke to Anna Sharratt for this piece for Canadian Family Offices. #wealthmanagement #familyoffices #investing #CFA #CIM #CMA #CIMA #RFP #CPA #CA #Tiger21 #economy #canada

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Impact Seminar Series Canada is just around the corner! Join us on May 22nd for insights from expert speakers. Here's a sneak peak at a few of our sessions to get you feeling inspired 💡 🌍 Impact & portfolio alignment: How can we integrate sustainability goals across Canada's investment industry? Katie Wheatley, Head of Canada at UN Principles for Responsible Investment will be sharing key findings from PRI's Legal Framework for Impact project, conducted with research partners UNEP FI and the Generation Foundation. This interactive session will delve into when and how investors can consider pursuing positive sustainability impacts, which policy reforms would further enable investors, and what this all means in practice. 🌍 Investor Panel | Reaching climate objectives by 2030 Moderated by Finance Montréal's Pauline Barraque-Bigot, in this panel investors will address the many challenges they face when allocating to climate. Here are some of the topics they'll be discussing: - How are investors and their managers able to stick to their targets? - What are the tools available to validate data? - How do they hold their partners accountable? - Are less ambitious targets a solution? - How will regulations go forward or change? - How does a climate strategy fit with fiduciary duty? Panelists include: Alexandra C., Investment Manager at McConnell Foundation, David Ung, M.Sc., Director, Sustainable Investing, Global Sustainable Investing Team at Manulife Investment Management, Erin Flanagan, Director, Climate Advisory at PSP Investments and Philippe Bélanger, Head of Responsible Investment at Régime de rentes du Mouvement Desjardins.  Registration is still open, and complimentary for our institutional investor community ➡️ https://hubs.li/Q02wwHxb0 We look forward to welcoming you there! #impactinv #sustainablefinance #impactinvesting

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A new report by Quinn+Partners signals an important shift in the appetite of institutional investors in Canada to increase their allocations to impact investing. Following global trends, the engagement and participation of institutional investors will spur the growth of this rapidly evolving field in Canada, predicted to triple in value to $46 billion by 2030. Prominent Canadian Institutions contributed to the research, which highlights the need to increase the supply, size, and diversification of impact investing opportunities, as well as accelerate capacity building and collaboration. Our team at TwinRiver Capital is excited to work with our partners, the J.W. McConnell Foundation and the Trottier Family Foundation, to make it easier for institutional investors, foundations, and family offices to choose impact as part of their portfolios. Check out the report here: https://lnkd.in/ezvdJdhd #twinrivercapital #impactinvesting #impinvcanada #sustainability #socialfinanceforum

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Cidel is excited by the latest research on the opportunities for impact investing in Canada and what our Partner TwinRiver Capital is leading in this space. A new report by Quinn+Partners  signals an important shift in the appetite of institutional investors in Canada to increase their allocations to impact investing. Please visit this link to learn more https://lnkd.in/enMxw2D6 #twinrivercapital #impactinvesting #impinvcanada #sustainabilityhashtag #socialfinanceforum

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InBC invests in growing companies with potential to generate financial returns alongside positive economic, social and/or environmental impacts for British Columbia. Learn more about our objectives and how we are investing in a better tomorrow: https://inbcinvestment.ca/ #inbc #bcbusiness #startup #scaleup #entrepreneur #entrepreneurship #venturecapital #impactinvesting

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