Top Stories in Brand Knowledge

Industry News

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

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

Research and Markets

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

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

NEI Investments

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

Middlefield

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

Russell Investments

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

Evolve ETFs

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

Addenda Capital

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

Equitable Bank

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: 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

SSQ

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

Harvest ETFs

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

CMI Financial Group

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

TD Asset Management

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

What does the future hold for the technology sector?

In this webinar replay, gain a better understanding of what’s happening in the technology sector, where it’s heading and why you should be paying attention

By: TD Asset Management
March 7, 2022 November 15, 2022
07:00

Invesco

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

Expanding opportunities for accessing innovation

Join Invesco for a webinar discussing expanded opportunities for accessing innovation on the Nasdaq

By: Invesco

Carte Wealth Management Inc.

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October 21, 2025 October 20, 2025
13:02

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

RPIA

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

BMO Global Asset Management

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

Canada Life

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

RBC Insurance

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

First Trust

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

National Bank Investments

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

Net Zero: Seizing the opportunities of an economy in transition

How adopting emission reduction targets can benefit investors

By: National Bank Investments
May 13, 2024 May 21, 2024
08:00

CIBC Asset Management

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

Sun Life

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

Sprott Asset Management

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

Using alternative investment strategies to strengthen your clients’ portfolios

How to find alternative solutions to help you address today's significant investment challenges

TD Wealth

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

Manulife Investment Management

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

Sagard

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

Sun Life Financial

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

Desjardins

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

Desjardins: A more responsible approach to responsible investing

This interactive infographic outlines the growing demand for responsible investing (ESG) options among Canadians, the unique process Desjardins uses to select companies worth investing in,…

By: Desjardins
December 5, 2022 December 1, 2022
08:30

Desjardins Insurance

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

Beneva

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

CDIC

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

National Bank Financial

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

Why this wealth advisor moved to National Bank Financial – Wealth Management

With a corporate structure that supports advisors at all levels, NBFWM offers a chance for growth

By: National Bank Financial
September 27, 2022 October 4, 2022
07:00

London Life

Changing the conversation

Building stronger relationships through goals-based investing

By: London Life
February 27, 2019 November 17, 2019
09:15

Manulife Bank

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

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

Manulife

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

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

Open Banking: Wealth Management’s Next Growth Opportunity

In this webinar, learn how open banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized…

By: Croesus
April 11, 2023 May 10, 2023
07:00

RBC iShares

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

Skyline Wealth

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

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

Private alternative investments may hedge against volatility

Skyline Wealth’s private alternative investment offerings give retail investors access to institutional-quality real estate and clean energy assets.

By: Skyline
November 14, 2022 February 1, 2024
09:00

Ninepoint Partners

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

Empire Life

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

RBC Global Asset Management

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

Franklin Templeton

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