Help your clients invest according to their principles
They don't have to forgo returns to invest responsibly
- By: BMO Global Asset Management
- May 19, 2016 November 16, 2019
- 11:33
Top Stories in Brand Knowledge
Help your clients reach their goals with less market risk
ETFs can help them achieve the returns they need with less volatility
- By: BMO Global Asset Management
- April 19, 2016 November 16, 2019
- 15:00
Build stronger portfolios by using ETFs in strategic and tactical asset allocation
Of the different approaches to portfolio construction, this is one that is gaining in popularity
- By: BMO Global Asset Management
- March 30, 2016 November 16, 2019
- 11:33
Using alternative investment strategies to strengthen your clients’ portfolios
How to find alternative solutions to help you address today's significant investment challenges
CPPIB investing US$147.4 million for 45% stake in Santa Monica Business Park
She said Santa Monica makes for an attractive market with strong demand driven by technology and media firms in the area
- By: The Canadian Press
- July 23, 2018 November 16, 2019
- 13:50
With refreshed ETF themes, Middlefield aims to outperform
Income strategies look to pay out high risk-adjusted total returns.
- By: Middlefield
- October 3, 2022 November 15, 2022
- 07:00
Diversification, Risk Management and Private Equity in Real Assets
Middlefield Group specialists provide insights into latest developments in real estate, infrastructure
- By: Middlefield
- January 27, 2020 January 10, 2020
- 07:00
Top 10 Lessons on the value of Financial Advisors
Based on a decade of analysis, these 10 lessons show how advisors consistently deliver value through smart planning, emotional guidance, and professional expertise.
- By: Russell Investments
- September 29, 2025 September 23, 2025
- 08:00
What is the value of an advisor? It’s more than your fee.
A study into the many services advisors provide their clients shows that the value of those services is well above the typical fee charged.
- By: Russell Investments
- July 7, 2025 July 3, 2025
- 08:00
The Next 10 Years in 45 Minutes
In this webinar replay, learn how to maximize the growth potential of investing in disruptive innovation.
- By: Evolve ETFs
What will be the new normal for the office market?
As pandemic restrictions are gradually being lifted and a return to the office starts to take shape, property owners are hard at work listening to…
- By: Addenda Capital
- March 21, 2022 March 15, 2022
- 07:00
ESG disclosure moves forward but investors still want more
More and more companies tell investors on how environmental, social and governance (ESG) factors can affect their business. How close are we to compulsory disclosure…
- By: Addenda Capital
- April 20, 2021 April 20, 2021
- 07:00
The case for alternatives
David Picton's call to reinvent Canadian investing
- By: PICTON Investments
- June 9, 2025 July 8, 2025
- 08:00
Insurance lending: Seize the opportunity for your clients & your practice
In this webinar replay, discover how insurance lending can take your client’s financial plan—and your practice—to the next level.
- By: Equitable Bank
- September 9, 2024 October 18, 2024
- 07:00
Insurance lending: Level up your knowledge to unlock its potential.
In this webinar, discover how insurance lending can take your client’s financial plan—and your practice—to the next level.
- By: Equitable Bank
- August 14, 2023 September 20, 2023
- 08:30
Giving your client the retirement outcome that they can live with
In this webinar, learn how product can allow advisors to design returns that meet the risk appetites of their clients.
- By: SSQ Insurance
- November 15, 2021 November 14, 2022
- 13:08
Leveraging behavioural science in today’s economy
In this webinar replay, experts demystify behavioural science and its impact on financial decision-making
- By: SSQ Insurance
- June 2, 2021 November 14, 2022
- 14:58
This Is Your Brain On Finance
In this webinar replay, attendees will learn fascinating insights into the neuroeconomic drivers of investor behaviour, and how you can keep HNW clients on a…
- By: SSQ Insurance
- November 30, 2020 November 14, 2022
- 07:00
State of the healthcare sector ahead of 2024
The US healthcare sector offers non-cyclical growth drivers, but the coming election raises concerns. The portfolio manager behind Canada’s largest US Healthcare ETF addresses those…
- By: Harvest Portfolios Group Inc.
- September 18, 2023 September 12, 2023
- 08:00
How to use mortgage investments as a strategic fixed income alternative
The right vehicles can offer investors diversification, stable income, capital preservation, inflation protection, and attractive risk-adjusted returns.
- By: CMI Financial Group
- October 6, 2025 October 1, 2025
- 08:00
Beyond Bonds: Unlocking the Income Potential of Private Mortgage Investments
In this webinar replay, discover how private mortgage investments can deliver consistent, inflation-resilient income and serve as a compelling alternative to traditional fixed income in…
- By: CMI Financial Group
- August 18, 2025 October 24, 2025
- 08:00
For a smarter portfolio, consider strategic fixed income solutions
A TD Asset Management Inc. specialist explains the changing role of fixed income and looking beyond rate cuts.
- By: TD Asset Management
- October 15, 2024 October 10, 2024
- 07:00
Dividend-paying ETFs showcase power of quantitative equity approach
As investors look for strong dividend income, TD Asset Management Inc. (TDAM) has devised an appealing Canadian exchange-traded fund (ETF) and global ETF to diversify…
- By: TD Asset Management
- October 16, 2023 October 13, 2023
- 08:00
Use ETFs to build and tweak your portfolios
You might know TD Asset Management Inc. (TDAM) for its capabilities in fixed income, fundamental equity, and quantitative income strategies. They also have one of…
- By: TD Asset Management
- October 17, 2022 October 11, 2022
- 08:30
GST/HST break juiced restaurant jobs, but left retail sector behind
Restaurants added jobs, but 53% still operating at a loss or breaking even
- By: Jonathan Got
- February 11, 2025 February 11, 2025
- 13:29
IA reports $288M third-quarter net earnings
Insurer had $1.3 billion in gross seg fund sales
- By: Jonathan Got
- November 6, 2024 November 6, 2024
- 12:47
Expanding opportunities for accessing innovation
Join Invesco for a webinar discussing expanded opportunities for accessing innovation on the Nasdaq
- By: Invesco
Achieving work-life balance
How Carte Wealth Management helps advisors succeed professionally and personally
- By: Carte Wealth Management Inc.
- March 19, 2024 March 22, 2024
- 08:00
Products, technology and culture
Two thriving advisors share what they love most about Carte Wealth Management Inc.
- By: Carte Wealth Management Inc.
- January 16, 2024 January 16, 2024
- 09:00
How can advisors use liquid alts to strengthen client portfolios?
Exploring how a credit-focused liquid alt strategy can make your portfolio more agile and resilient.
- By: RPIA
- September 22, 2025 September 22, 2025
- 07:00
Defensive strategies are key for investor success
One of BMO’s Managing Directors discusses how you can shield portfolios from volatility amid market uncertainty and a potential slowdown
- By: BMO Global Asset Management
- May 20, 2025 May 20, 2025
- 08:00
RBC settles internal controls case with SEC, OSC, AMF
Accounting for internal software development violated securities rules
- By: James Langton
- November 2, 2023 November 3, 2023
- 17:09
Finding responsible ETF solutions
More choice means additional evaluation metrics
- By: BMO Global Asset Management
- October 25, 2021 October 15, 2021
- 08:00
Canaccord Genuity’s net income plummets in latest quarter
Overall revenue was also down year over year, but North American wealth management revenue was up slightly
- By: IE Staff
- November 3, 2022 November 3, 2022
- 12:29
Let’s talk about tomorrow
Investing for returns while reshaping the future
- By: Canada Life
- November 24, 2021 November 24, 2021
- 08:00
Demystifying ESG: Does ESG investing drive better performance?
Environmental, social and governance (ESG) investment strategies are often marketed with claims that they can outperform in terms of risk-adjusted returns. In this webinar, J.P.…
- By: Canada Life
Staying ahead as 3 rising trends impact wealth management
Learn how advisors can face these trends more easily with National Bank' support.
- By: National Bank
- June 10, 2024 June 10, 2024
- 07:00
Invest more, worry less. The value of segregated funds when markets turn volatile.
In this webinar replay, learn how to maximize the segregated fund value proposition when investors get anxious.
- By: RBC Insurance
When the going gets tough: The value of disability insurance for Canadian business owners
In this webinar replay, learn how to protect your business-owner clients in a slowing economy.
- By: RBC Insurance
Disability Insurance: How to sell a product Canadians don’t understand they need
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…
- By: RBC Insurance
Why are Target Outcome ETFs changing traditional investing?
In this webinar replay, attendees will hear from one of the creators of this strategy and learn about trading and pricing of ETFs.
- By: First Trust
The big data advantage
Three key features why quantitative investing matters
- By: National Bank Investments
- October 20, 2025 October 17, 2025
- 08:00
How impact investing transforms capital to serve the common good
Learn about three key trends that create a positive outlook for impact investing.
- By: National Bank Investments
- April 22, 2025 April 17, 2025
- 08:00
The rise of green bonds: A small revolution in sustainable finance
How the green bond market is evolving.
- By: National Bank Investments
- October 21, 2024 October 21, 2024
- 07:00
How CLOs can be a high-quality solution for fixed income
A CIBC Asset Management specialist explains how CLOs can unlock income, quality, and diversification.
- By: CIBC Asset Management
- July 2, 2025 July 2, 2025
- 07:00
The “income” is back in fixed income — here’s why it’s time to embrace it
A CIBC Asset Management fixed income specialist explains how advisors can help their clients to achieve purpose-driven solutions.
- By: CIBC Asset Management
- July 22, 2024 July 22, 2024
- 08:00
Sun Life expands further into Canadian wealth management
Now able to serve clients with a broad range of investments through its new investment dealer, Sun Life Canada Securities Inc.
- By: Sun Life
- November 3, 2025 November 6, 2025
- 09:00
Fed plans climate scenario exercise with six banks
Pilot program in 2023 will test effects of climate risks on banks' businesses
- By: James Langton
- September 29, 2022 September 29, 2022
- 16:24
FCAC introduces new consumer protection advisory committee
The committee members will work broaden stakeholder engagement beyond traditional players
- By: Leah Golob
- March 29, 2018 November 12, 2019
- 16:03
The value of female wealth advisors in today’s financial landscape
TD Wealth shares how female advisors empower financial confidence
- By: TD Wealth
- February 18, 2025 February 11, 2025
- 08:00
The new normal: lessons learned through 20+ years in the financial services industry
In this webinar replay, two industry experts share their story of working in the industry and discuss their motivations and challenges.
- By: TD Wealth
The case for active fixed income investing
With fear of higher inflation growing, now is the time to take an active approach to fixed income investing.
- By: Manulife Investment Management
- October 12, 2021 October 15, 2021
- 07:00
GIC alternatives: What lies beyond the traditional options?
Exploring National Bank’s Extendible Flex GICs
- By: National Bank Structured Solutions Group
- November 18, 2024 November 15, 2024
- 07:00
The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios
Learn how private markets can enhance diversification, manage risk, and unlock new sources of return in today’s evolving investment landscape.
- By: Sagard
- November 4, 2025 November 6, 2025
- 10:30
Keeping connected through uncertain times
It’s time to rethink your outreach as clients seek advice, trust and empathy.
- By: Sun Life Financial
- June 15, 2020 June 11, 2020
- 09:00
Help your clients create the legacy they want
Intergenerational wealth planning is critical to their success … and yours
Use it or lose it: Tax changes are coming for prescribed annuities
Get a big tax break for clients … but only until year’s end
Why are passive ETFs a low-cost solution for investors?
Learn how passive ETFs are growing in demand and can complement active strategies
- By: Desjardins
- September 30, 2024 September 30, 2024
- 08:00
Understanding the advantages of net-zero ETFs
Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy
- By: Desjardins
- October 30, 2023 October 23, 2023
- 08:00
Can dividend funds help clients amid ongoing market volatility?
A new responsible investment fund aims at providing dividends higher than the benchmark.
- By: Desjardins
- May 15, 2023 May 9, 2023
- 08:30
Protect your clients’ estates from inflation
GIFs that have guaranteed inflation protection can help clients leave more of their estates to their loved ones.
- By: Desjardins Insurance
- November 9, 2021 October 20, 2021
- 08:00
Risk management is a “must-have” skill for advisors
Get support with diversification, asset allocation adjustments, and dynamic management.
- By: Beneva
- December 2, 2024 January 6, 2025
- 09:00
Understanding CDIC coverage of brokered deposits
In this webinar replay from August 30, 2018 learn about deposit coverage requirements, with a focus on coverage rules for brokered deposits.
- By: CDIC
- August 30, 2018 November 16, 2019
- 09:33
The next wave of wealth advisors calls for an entrepreneurial spirit
Experts discuss the benefits of having the right partnerships to transform their businesses for success.
- By: National Bank Financial
- November 25, 2024 November 26, 2024
- 07:00
Why National Bank Financial – Wealth Management’s collaborative culture stands out from other brokerages
Two advisors share why they made the move to NBFWM two years ago.
- By: National Bank Financial
- September 11, 2023 November 2, 2023
- 08:30
What makes National Bank Financial – Wealth Management unique from other brokerages?
Support from management and first-in-class technology are just a few of the reasons why one advisor made the transition.
- By: National Bank Financial
- May 29, 2023 May 24, 2023
- 08:30
Changing the conversation
Building stronger relationships through goals-based investing
- By: London Life
- February 27, 2019 November 17, 2019
- 09:15
How to support financial planning during uncertain economic times
Activate assets to create cash flow solutions.
- By: Manulife Bank
- February 21, 2023 February 7, 2023
- 07:00
How high-net-worth clients can leverage insurance to enhance cash flow
Manulife Bank strategies to address growing insurance needs while freeing funds for investing.
- By: Manulife Bank
- January 16, 2023 January 16, 2023
- 07:00
How can bank deposits bring value to an advisor’s client relationships?
Lysa Fitzgerald, Vice President of Sales at Manulife Bank, explains why it’s worth engaging with clients on their banking needs.
- By: Manulife Bank
- November 7, 2022 November 10, 2022
- 09:00
Scotia Wealth Management links culture and capital as part of total wealth planning
Wealth reaches beyond traditional financial assets, with many investors holding passion assets that demand specialized expertise.
- By: Scotia Wealth Management
- November 24, 2025 November 21, 2025
- 08:00
Beware of income investing blind spots
In this webinar replay, a panel of experts explain how your clients' current investing approach might not be sufficient and how to remedy this.
- By: Manulife
How megatrends lead to investment themes that lead to alpha
Seismic long-term changes can provide tomorrow’s opportunities
- By: Manulife
- April 16, 2019 May 7, 2020
- 14:00
Croesus Vidia brings investment information to life
A smart solution that turns every report into an opportunity to engage with investors.
- By: Croesus
- November 17, 2025 November 24, 2025
- 07:00
Your PMS must support independent book of record requirements
Canadian wealth managers need an IBOR, and portfolio management systems such as Croesus can help.
- By: Croesus
- April 7, 2025 March 31, 2025
- 07:00
Manage Your Clients’ Assets More Efficiently
Fostering business growth: how the right portfolio management system can help
- By: Croesus
- June 17, 2024 June 17, 2024
- 07:00
What role can CLO ETFs play in client portfolios?
Find out why these solutions are gaining traction with investors, offering a timely complement to traditional fixed income.
- By: RBC iShares
- November 3, 2025 November 3, 2025
- 08:00
How can target maturity bond ETFs help advisors manage interest rate risk?
Find out why these solutions help investors meet their goals by offering diversification benefits, steady income and management of interest rate risk.
- By: RBC iShares
- October 28, 2024 October 22, 2024
- 08:00
Real assets, real impact: A deep dive into the power of Canadian private markets
In this webinar replay, we take a deep dive into tangible, essential assets—including housing, industrial, retail, and renewable infrastructure. Gain timely market insights and an…
- By: Skyline
- September 8, 2025 October 24, 2025
- 08:00
Investment opportunities in essential private alternatives
In this webinar replay, viewers will gain a better understanding of the current investment opportunities available to their clients in real estate and renewable infrastructure.
- By: Skyline
- August 14, 2024 September 25, 2024
- 08:00
Diversifying wealth: Real estate investing through private alternatives
In this webinar replay, learn about the rise of private alternatives as well as real estate investment opportunities within the private alternative space.
- By: Skyline
- September 7, 2023 September 29, 2023
- 08:00
Two clients. Two goals. One fund.
Split Shares are a one-stop product doing double duty.
- By: Ninepoint Partners
- March 31, 2025 March 19, 2025
- 08:00
Challenging the Status Quo of the “Built to Flip” Investment Dealer
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
- By: Designed Securities
- September 18, 2023 September 18, 2023
- 08:30
Three tax, retirement and estate planning hidden gems.
In this webinar, learn how three tax, retirement and estate planning tips help advisors position complex cases using insurance and investment solutions.
- By: Empire Life
- February 23, 2023 April 11, 2023
- 07:00
Sectors that earned most capital gains created no jobs over 5 years: report
Two sectors made 53% of all corporate capital gains in Canada between 2018 and 2022, data shows
- By: Nojoud Al Mallees, Canadian Press
- August 19, 2024 August 19, 2024
- 08:54
U.S. broker sanctioned for failing to guard against market manipulation
FINRA, U.S. exchanges found Credit Suisse failed to oversee direct access clients
- By: James Langton
- December 23, 2019 December 23, 2019
- 11:57
Exploring a world of opportunities in fixed income markets
Interview with Dagmara Fijalkowski, SVP, Senior Portfolio Manager and Head of Global Fixed Income & Currencies at RBC GAM, and Karen McNally, Vice President and…
- By: RBC Global Asset Management
- June 20, 2019 November 11, 2019
- 07:00
How to find fixed income opportunities amidst economic uncertainty
Volatility, tariffs, and tightening spreads are creating challenges — but also windows of opportunity —for Canadian fixed income investors, explains Franklin Templeton specialists.
- By: Franklin Templeton
- June 2, 2025 July 7, 2025
- 08:00
Making Managed Programs Do More
Given the challenges advisors face navigating complex markets and a burgeoning regulatory environment, here’s how switching over to Franklin Quotential can help free up time…
- By: Franklin Templeton
- January 9, 2023 January 6, 2023
- 09:00
What’s on the investment horizon for 2022?
Franklin Templeton Investment Solutions takes a look ahead at the prospects for equities, inflation, emerging markets and more.
- By: Franklin Templeton
- December 13, 2021 December 13, 2021
- 08:00
Where are the women advisors?
Why gender equity builds stronger advisory teams.
- By: Sun Life Global Investments
- March 7, 2023 February 28, 2023
- 07:00
How to Build from the Bear Up
A modern guide to constructing resilient portfolios across market cycles
- By: PICTON Investments
- June 23, 2025 July 8, 2025
- 07:00
The world is evolving. Let’s lead our industry forward.
Rethinking the traditional 60/40 portfolio
- By: PICTON Investments
- June 16, 2025 July 8, 2025
- 09:00
Why healthcare, now?
In this webinar replay, understand the short term catalysts & long term permanent and non-cyclical macro drivers in the Healthcare Sector.
Why you should consider active ETFs
Fidelity Investments Canada details what you should know when considering active ETFs.
- By: Fidelity Investments
- October 23, 2023 October 22, 2023
- 08:30
Breaking barriers to diversity, equity, and inclusion
Fidelity Investments Canada’s Najma Pilgrim outlines the keys to a successful DEI approach.
- By: Fidelity Investments
- March 21, 2023 March 16, 2023
- 08:30