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  1. IE Staff
    No changes made to funds’ investment objectives
  2. Megan Harman
    Educating members of the large underinsured segment — not selling — is key
  3. Megan Harman
    Chris Karram, co-CEO and financial advisor with SafeBRIDGE Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key life events to start a dialogue with them.
  4. IE Staff
    The changes recognize Gregory Dean’s focus on growth funds and Stephen Groff’s responsibility for dividend equity funds
  5. James Langton
    Fund of funds grows to $237 million
  6. Megan Harman
    The middle market is underserved and underinsured
  7. Special Feature

    The insurance gap

    Megan Harman
    A web-exclusive series on engaging underinsured Canadians
  8. Tessie Sanci
    The fund, which will offer low duration and income-yielding investments, is for clients looking for exposure to emerging markets but who have little appetite for risk
  9. Tessie Sanci
    The firm now has 28 US$ funds available in three series, covering a range of investor needs
  10. Tessie Sanci
    The termination was based on an evolution of the products available at the newly combined organization