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  1. IE Staff
    Many clients are unaware of yearend benefits or strategies that can help them reduce their taxes and save money on their 2016 tax returns
  2. Sonita Horvitch
    Morningstar columnist Sonita Horvitch moderates a discussion with three global equity managers
  3. Dan Richards
    What advisors should do to help clients understand CRM2 reports
  4. Special Feature

    Consumer Insights

    IE Staff
    A monthly examination of the complex interplay among Canadian consumers, money and financial advice
  5. IE Staff
    News and insights from the annual event in Toronto
  6. IE Staff
    Find out how to help retired clients live well — without worry
  7. Megan Harman
    News and insights from the Independent Financial Brokers’ annual event in Mississauga, Ont.
  8. Special Feature

    The mentorship advantage

    Tessie Sanci
    A web-exclusive series on mentorship
  9. Timbercreek Asset Management
    Examining the advantages of integrating exposure to global real estate into client portfolios.
  10. Dan Richards
    In this six-part video series, Dan Richards, Lynn McGrade and Rebecca Cowdery discuss upcoming regulatory reforms and their impact on advisors