Brand Knowledge | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/ Canada's news source for financial professionals Mon, 02 Feb 2026 17:27:09 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Brand Knowledge | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/ 32 32 How Canadian financial planners should evaluate AI—before the gap widens https://www.investmentexecutive.com/brand-knowledge_/focal/how-canadian-financial-planners-should-evaluate-ai-before-the-gap-widens/ Mon, 02 Feb 2026 12:00:18 +0000 https://www.investmentexecutive.com/?p=530338 AI is already boosting efficiency for Canadian financial planners. This article outlines how to evaluate tools safely and why waiting to adopt AI could leave firms behind.

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]]> Your clients want income. You want confidence. https://www.investmentexecutive.com/brand-knowledge_/antrim-investments/your-clients-want-income-you-want-confidence/ Mon, 26 Jan 2026 12:00:30 +0000 https://www.investmentexecutive.com/?p=529726 Antrim Balanced Mortgage Fund delivers stable yield, zero NAV volatility, and low correlation to public markets—helping advisors strengthen portfolios when traditional fixed income falls short.

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]]> Dig deeper into Canada’s portfolio superpower. https://www.investmentexecutive.com/brand-knowledge_/ninepoint-partners/dig-deeper-into-canadas-portfolio-superpower/ Mon, 19 Jan 2026 13:00:29 +0000 https://www.investmentexecutive.com/?p=529216 Mining the tax-saving opportunities in flow-through investing.

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]]> Beyond Bull and Bear: How one CIO uses Alternatives to build crisis-ready portfolios https://www.investmentexecutive.com/brand-knowledge_/wavefront/beyond-bull-and-bear-how-one-cio-builds-crisis-ready-portfolios/ Mon, 08 Dec 2025 13:00:07 +0000 https://www.investmentexecutive.com/?p=526565 As markets stretch between fear and euphoria, one of Canada’s longest-standing liquid-alt managers shares how Alternatives add true diversification.

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]]> Scotia Wealth Management links culture and capital as part of total wealth planning https://www.investmentexecutive.com/brand-knowledge_/scotia-wealth-management/scotia-wealth-management-links-culture-and-capital-as-part-of-total-wealth-planning/ Mon, 24 Nov 2025 13:00:42 +0000 https://www.investmentexecutive.com/?p=526090 Wealth reaches beyond traditional financial assets, with many investors holding passion assets that demand specialized expertise.

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]]> Croesus Vidia brings investment information to life https://www.investmentexecutive.com/brand-knowledge_/croesus/croesus-vidia-brings-investment-information-to-life/ Mon, 17 Nov 2025 12:00:29 +0000 https://www.investmentexecutive.com/?p=524951 A smart solution that turns every report into an opportunity to engage with investors.

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]]> The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios https://www.investmentexecutive.com/tools_/webinars/the-case-for-private-markets-understanding-the-strategic-role-of-alternatives-in-diversified-portfolios/ Tue, 04 Nov 2025 15:30:56 +0000 https://www.investmentexecutive.com/?p=524075 In this webinar replay, learn how private markets can enhance diversification, manage risk, and unlock new sources of return in today’s evolving investment landscape.

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]]> Sun Life expands further into Canadian wealth management https://www.investmentexecutive.com/brand-knowledge_/sun-life/sun-life-expands-further-into-canadian-wealth-management/ Mon, 03 Nov 2025 14:00:41 +0000 https://www.investmentexecutive.com/?p=523354 Now able to serve clients with a broad range of investments through its new investment dealer, Sun Life Canada Securities Inc.

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]]> What role can CLO ETFs play in client portfolios? https://www.investmentexecutive.com/brand-knowledge_/rbc-ishares/what-role-can-clo-etfs-play-in-client-portfolios/ Mon, 03 Nov 2025 13:00:34 +0000 https://www.investmentexecutive.com/?p=523764 Find out why these solutions are gaining traction with investors, offering a timely complement to traditional fixed income.

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]]> test https://www.investmentexecutive.com/brand-knowledge_/carte-wealth-management-inc/test-2/ Tue, 21 Oct 2025 17:02:45 +0000 https://www.investmentexecutive.com/?p=523151 The post test appeared first on Investment Executive.

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