Top stories
paper with words anti-money laundering
Stock market background design

Energy sector helps lift TSX

U.S. markets end lower amid trade tensions

Sun Life building and Place Ville Marie, downtown Monteral

Finance Montreal announces Montreal FinTech Station

The project will make it possible to develop Quebec’s fintech community and help support Montreal’s position as an innovative financial hub

  • By: IE Staff
  • June 18, 2018 June 18, 2018
  • 11:00
Financial protection for the future, nest egg, retirement savings

Assante Wealth introduces philanthropic platform

The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan

  • By: IE Staff
  • June 18, 2018 June 18, 2018
  • 16:15
cannabis leaf in hand close up

Horizons ETFs offers more ways to gain exposure to Canadian-listed marijuana stocks

Preliminary prospectus filed to launch leveraged, inverse and inverse leveraged ETFs

  • By: IE Staff
  • June 18, 2018 June 18, 2018
  • 12:50
Chateau Frontenac in Quebec city

IA Financial one step closer to establishing holding company

Group's plan endorsed by Quebec legislature

  • By: IE Staff
  • June 18, 2018 June 18, 2018
  • 11:50
loseup portrait senior man protecting a piggy bank

CSA urges Canadians to watch for signs of financial abuse of older Canadians

The effects of financial abuse frequently go well beyond the pocketbook

  • By: IE Staff
  • June 18, 2018 June 18, 2018
  • 06:00
DRC 2018 cover

Slideshow: How a dealer’s ratings and advisors’ recommendations correlate

For the most part, advisors would recommend their firm to another advisor. But changes at a dealer impact both these recommendations and a firm’s rating

OSC Dialogue 2017 to feature FCA, SEC executives

IE’s Calendar of Industry Events

Helping advisors find opportunities for accredited continuing education

  • By: IE Staff
  • June 8, 2018 June 14, 2018
  • 12:00
Adirondack chairs at shore of Lake of Two Rivers, Ontario

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

Current estate plans fall short for many blended families

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

“Transitional quality” a key factor in selling your book of business

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary…

Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes