Claire Montrose walks CSC students through the key trends shaping the modern Canadian financial sector: digital transformation, robo-advisors, social and demographic shifts, and the rise of crypto and digital assets. Throughout the episode, Claire breaks down how these themes affect industry practices and what you should remember for the exam, all in her signature clear, story-driven style.
Episodes (4)
In this Clear With Claire episode, we break down the major types of non-dealer financial intermediaries in Canada—chartered banks, credit unions, insurance companies, pension funds, and more. You’ll learn what each does, why they matter, and exactly how they connect savers and borrowers to keep our economy humming. Claire even throws in an anecdote about her first time at OSFI and explores what happened in 2022 when non-bank assets took a dip.
Dive into the critical role investment dealers play in Canada's financial system. From explaining the three key types of dealers to breaking down how these firms channel funds and conduct transactions, Claire Montrose makes exam study engaging, clear, and practical.
Get familiar with the Canadian securities industry: why it exists, how it supports the economy, and who the main players are. Claire explains the flow of capital, major industry participants, and practical reasons every CSC student should understand this foundational landscape.