Plus, serving clients with early-stage dementia and CIBC settles  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌   ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
Saturday, January 10, 2026

A column about nothing

I’ll be brief.

I managed to combine four days of vacation with a bout of weapons-grade man cold this week.

That didn’t have a significant impact on how I spent the time off obviously, it just meant that I lay a bit more heavily on the couch and dozed off a little more frequently thank I’m comfortable sharing.

Thank goodness for Seinfeld reruns.

Today marked the beginning of stage two, in which I logged onto Teams calls with sad eyes and a squeaky voice. I’m told the performance was sufficiently impressive that I get to come back on Monday.

Given how world affairs unfolded during my extreme staycation, I’ll take it.

We’ve got four proper reads for you below. Enjoy your weekend.

 

Kevin Press
EDITORIAL DIRECTOR
Kevin Press is editorial director for Advisor.ca and its sister publication, Investment Executive. Reach him at kevin@newcom.ca

There’s more to KYC than documentation

Robin Riviere on the difference between knowing your client and simply knowing their paperwork. She writes, “familiarity isn’t documentation — and assumptions aren’t suitability.”

Advising clients with early signs of dementia

What to do if you think your client is in the early stages of dementia. Jonathan Got spoke with advisors who’ve been there, and learned lessons.

Court approves CIBC trailer fee settlement

The Ontario Superior Court of Justice approved an $11-million class action settlement against CIBC over its payment of trailer fees to discount brokers. James Langton has our coverage.

Advisor's notes inadmissible, court finds

An advisor’s notes made news again this week. The Court of Appeal for Ontario upheld a lower court ruling, finding that the judge was right not to admit notes described as “double hearsay.”

The Magic Number

 

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