Through Brand Knowledge, Investment Executive would like to offer its readers the latest advice from businesses wishing to share their industry expertise. Content is produced by the Content Services team in collaboration with the company. Investment Executive journalists are not involved in writing these articles. For more information, contact AnnaChristina@Newcom.ca.
In this webinar Goshka Folda, President and CEO of Investor Economics and Global Head of Research for ISS Market Intelligence, will share recent research results and insights regarding how and why clients are becoming more mindful of the need to plan, their growing acceptance of web-based services, and the importance of carriers.
In this webinar replay, learn why protecting senior clients is key to protecting your reputation, license and livelihood.
In this webinar, two industry experts will share their story of working in the industry and discuss their motivations and challenges.
In this webinar replay, attendees will hear from one of the creators of this strategy and learn about trading and pricing of ETFs.
TD Asset Management Inc. (TDAM) brings new thinking to your most important challenges and aims to provide superior risk-adjusted investment returns over the long term. A collaborative team-based approach allows us to develop a comprehensive perspective on managing risk and taking advantage of opportunities. TDAM manages assets on behalf of almost 2 million retail investors and offers a broadly diversified suite of investment solutions including mutual funds, professionally managed portfolios and corporate class funds. Collectively, TDAM manages C$354.7 billion in assets as at December 31, 2017.
The growth of ETFs and how they fit into client portfolios
In this webinar replay, an expert panel offers critical insights on this topic.
In this webinar replay, learn why traditional investment portfolios focused on accumulating assets may not be appropriate for the next growth segment – new retirees
Diversify by risk, not asset classes, according to Amol Sodhi from TD Asset Management
In this webinar, Canada Life in partnership with Irish Life Investment Managers discuss optimizing portfolios for reduced volatility in challenging market conditions.
RBC Insurance® offers a wide range of life, health, home, auto, travel, wealth and reinsurance advice and solutions, as well as creditor and business insurance services to individual, business and group clients through multiple distribution channels including a network of MGAs and National Accounts. Among the largest Canadian bank-owned insurance organizations, RBC Insurance has approximately 2,700 employees who serve more than four million clients globally. RBC Insurance is the leading provider of individual disability insurance solutions in Canada, and has a rapidly growing segregated fund offering. As an industry leader, RBC Insurance is proud to partner with numerous industry advocacy associations.
In this webinar replay, learn how to maximize the segregated fund value proposition when investors get anxious.
In this webinar replay, learn how to protect your business-owner clients in a slowing economy.
In this webinar replay, Caitlin Bowie explains how advisors can handle common objections by clients, who often underestimate the risk of a disability and aren’t…
In this webinar replay, learn how to customize insurance coverage to meet your clients' unique needs.
We’re Sun Life Financial
As a leading Canadian-based financial services company, we offer a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate customers around the world.
It’s time to rethink your outreach as clients seek advice, trust and empathy.
Intergenerational wealth planning is critical to their success … and yours
Get a big tax break for clients … but only until year’s end
Fear of volatility shouldn’t keep investors from missing out on long-term growth
Manulife Investments, a division of Manulife Asset Management Limited, builds on 130 years of Manulife’s wealth and investment management expertise in managing assets for Canadian investors. As one of Canada’s leading integrated financial services providers, Manulife Investments and its affiliates offer a variety of products and services including exchange traded funds, segregated fund contracts, mutual funds and guaranteed interest contracts.
In this webinar replay, a panel of experts explain how your clients' current investing approach might not be sufficient and how to remedy this.
Seismic long-term changes can provide tomorrow’s opportunities
In this webinar replay, learn how to maximize the growth potential of investing in disruptive innovation.
Formed in 1979, MIDDLEFIELD® creates and manages specialized investment products for individual and institutional investors and has assets under management of approximately $4 billion. Investment products include ETFs, mutual funds, closed-end funds, private and public resource funds, hedge funds, real estate funds and a venture capital fund. Middlefield has 70 employees with offices located in Calgary, Toronto, San Francisco and London, England. Clients include Canadian and International financial institutions, corporations and individuals.
In addition to asset and investment management activities, Middlefield operates a distinct real estate investment platform which engages in land acquisition, project design, construction, financing and leasing of projects. Upon project acquisition or completion, ongoing property management services are provided through its affiliates. MIDDLEFIELD® has sponsored and manages 14 real estate projects. Properties include approximately 1,500 residential units as well as commercial projects. Currently, about 1000 residential units and several limited partnerships are managed by MIDDLEFIELD®.
Middlefield Group specialists provide insights into latest developments in real estate, infrastructure
RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC) and includes BlueBay Asset Management and Phillips, Hager & North Investment Management. With $430 billion in assets under management (as at March 31, 2019), over 300 investment professionals and 1,300 employees located across Canada, the United States, Europe and Asia, RBC GAM delivers investment management excellence through a combination of focused expertise, deep experience, and broad reach. RBC GAM is a provider of solutions to institutional, high-net-worth and individual investors through a range of domestic and global investment products. Managing people’s wealth is a privilege and our commitment to investors is personal. Visit rbcgam.com
Interview with Dagmara Fijalkowski, SVP, Senior Portfolio Manager and Head of Global Fixed Income & Currencies at RBC GAM, and Karen McNally, Vice President and Head of Investment Solutions at RBC GAM, to discuss how fixed income investors can succeed in the current environment.
RBC iShares is a strategic alliance between RBC Global Asset Management Inc. and BlackRock Asset Management Canada Limited, delivering Canada’s largest and most comprehensive lineup of ETF solutions, with over $60 billion in assets under management across 150+ ETFs. By combining the expertise of Canada’s largest asset manager and the world’s largest ETF manager, RBC iShares delivers Canadian investors and advisors the ETF products they trust, the world class investment talent they want, and the service they deserve.
A conversation with RBC GAM Inc.’s Doug Coulter and iShares Canada’s Pat Chiefalo
