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 brandknowledge@investmentexecutive.com.
Desjardins Group is the leading cooperative financial group in Canada and the fifth largest in the world, with assets of $290.1 billion. Ranked among the World’s Strongest Banks according to The Banker magazine, Desjardins has one of the highest capital ratios and credit ratings in the industry.
How are advisors using ESG to select and manage investments?
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.
Get the right support at the right time.
CDIC is the federal Crown corporation that contributes to the stability of the Canadian financial system by providing deposit insurance against the loss of eligible deposits at member institutions in the event of failure.
Eligible deposits are automatically covered to a limit of $100,000 per insured category at each CDIC member financial institution.
Members include banks, federally regulated credit unions, as well as loan and trust companies and associations governed by the Cooperative Credit Associations Act that take deposits.
In this webinar replay from August 30, 2018 learn about deposit coverage requirements, with a focus on coverage rules for brokered deposits.
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.
In this webinar replay, learn how advisors can reframe equity risk to help create positive client experiences
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
Help your clients understand some of the most common investor behaviour blinds spots, and provide strategies to avoid them.
Help your female clients link their personal story and goals with an actionable financial plan. Use this powerful tool to pave the way for a…
NEI Investments is a national investment firm with approximately $6 billion in assets under management. It offers Canadian retail investors access to experienced money managers through a wide range of investment solutions in three fund families, NEI, Northwest Funds and Ethical Funds. Its products provide investors with a full range of investment management styles as well as conventional and responsible investment choices.
To learn more about how you and your clients can participate in the growth of environmental leaders around the world, view the NEI Environmental Leaders Fund.
Hubert Aarts of Impax Asset Management talks about resource scarcity, growth in environmental business leadership and what this means for investors.
Rise in demand for sustainability creating a new global economy
Sprott Asset Management offers innovative products to address today’s investment challenges. Sprott is a leader in Alternative Income, offers the broadest range of Real Asset funds in Canada, and its Core Equity and Fixed Income strategies provide a unique alternative to traditional core solutions.
How to find alternative solutions to help you address today's significant investment challenges
Croesus has been providing wealth management solutions since 1987. Currently, more than 10,000 investment professionals use its solutions to manage $900 billion in assets. Croesus offers an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools.
Will the financial world of tomorrow be driven by AI or do humans still have a part to play?
Several changes and adjustments are foreseen for advisors, brokerage firms, and banks.
Where client satisfaction was once the mantra of successful organizations, we have now seen a definitive shift to client experience.
How do you, as an advisor, position your business for growth over the next five to ten years?
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.
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
BMO Global Asset Management is a truly global investment manager delivering service excellence from 25 offices in 14 countries to clients across five continents. BMO Global Asset Management strives to offer clients innovative financial solutions, sophisticated insights and perspective, and exceptional service. Its investment offerings include a comprehensive suite of ETFs, mutual funds and managed solutions to help clients meet every investment objective.
Smart beta: a powerful tool to meet specific client objectives
They don't have to forgo returns to invest responsibly
ETFs can help them achieve the returns they need with less volatility
Of the different approaches to portfolio construction, this is one that is gaining in popularity
