How can clients invest in the climate transition?
Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.
- By: Desjardins Group
- August 14, 2023 August 14, 2023
- 08:30
Latest news in Expert Advice
Why do investors need both core and thematic ESG funds?
Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.
- By: Desjardins Group
- July 31, 2023 August 1, 2023
- 08:30
How can advisors better manage KYP and KYC for ESG investments?
Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client…
- By: Desjardins Group
- July 17, 2023 July 7, 2023
- 08:30
How can advisors help prepare for retirement?
Canadians need comprehensive planning and advice across all pillars of retirement: health, family, purpose, and finances — and you’re in an excellent position to provide…
- By: Edward Jones
- July 10, 2023 July 10, 2023
- 07:00
How can an independent shop provide the best service to clients?
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., examines the value proposition for advisors of operating in an independent yet large environment.
- By: Sterling Mutuals
- May 29, 2023 May 23, 2023
- 07:00
How can choice and transparency benefit advisors and clients alike?
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., explains how being free from proprietary products and operating as a fee-for-service model reaps…
- By: Sterling Mutuals
- April 17, 2023 May 17, 2023
- 07:00
How are women advisors and clients challenging the financial industry?
Women are demanding the industry do better — and here’s how firms are responding.
- By: Edward Jones
- March 20, 2023 March 16, 2023
- 07:00
How can advisors gain the luxury of time?
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals, discusses how efficient technology platforms and process drive better client service.
- By: Sterling Mutuals
- March 13, 2023 May 17, 2023
- 07:00
You can count on our full support
Like Kathyrn, join a network that’s invested in you.
- By: Desjardins Financial Security Independent Network
- December 5, 2022 December 5, 2022
- 09:00
How are Equitable Bank’s insurance lending solutions unique from other lenders?
Learn why Immediate Financing Arrangements can be the right strategy for affluent clients.
- By: Equitable Bank
- November 21, 2022 November 21, 2022
- 09:00
Debunking Myths About IFAs
Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult…
- By: Equitable Bank
- June 13, 2022 June 13, 2022
- 15:00
Can IFAs help broach the insurance conversation with your clients?
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…
- By: Equitable Bank
- May 16, 2022 May 11, 2022
- 08:00
How can clients balance inflation vs. the cost of life insurance?
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need…
- By: Equitable Bank
- April 11, 2022 April 7, 2022
- 08:45
Can clients use an IFA to combat inflation?
With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…
- By: Equitable Bank
- March 14, 2022 March 14, 2022
- 08:45
Do your clients need an IFA to reduce estate taxes?
Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…
- By: Equitable Bank
- February 14, 2022 February 14, 2022
- 08:45
How to incorporate insurance lending into your clients’ annual financial checkups
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.
- By: Manulife Bank
- December 13, 2021 April 20, 2023
- 08:00
What are the top 10 things advisors must know about insurance lending?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.
- By: Manulife Bank
- December 6, 2021 April 20, 2023
- 08:00
What are the most important factors when selecting an IFA provider?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, talks about what to look for when putting in place an Immediate Financing…
- By: Manulife Bank
- November 22, 2021 April 20, 2023
- 08:00
What are advisors’ frequently asked questions about CSV lending products?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, explains some of the nuances of these products.
- By: Manulife Bank
- November 15, 2021 April 20, 2023
- 08:00
How do you match different CSV lending products to the client?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to satisfy various client needs.
- By: Manulife Bank
- November 8, 2021 April 20, 2023
- 08:00
How can your permanent life insurance clients become private banking clients too?
Victor Stranges, National Leader, Private Banking with Manulife Bank, talks about opening the doors to a more holistic financial approach.
- By: Manulife Bank
- October 25, 2021 April 20, 2023
- 08:00
Addressing the growing demand for RI: Education is key
Deborah Debas, Responsible Investment Specialist at Desjardins, talks about how the company's Responsible Investing Certification Program provides value for advisors.
- By: Desjardins Group
- October 21, 2021 October 21, 2021
- 08:45
How can you add more value for permanent life insurance clients?
Victor Stranges, National Leader, Private Banking with Manulife Bank, outlines how to introduce lending solutions to a life insurance discussion.
- By: Manulife Bank
- October 18, 2021 April 20, 2023
- 08:00
How can life insurance be more than a passive asset?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how permanent life insurance can serve a dual purpose.
- By: Manulife Bank
- October 13, 2021 April 20, 2023
- 08:00
Positive outlook for GIFs sparks demand
Philippe-Olivier Dumas, Head of Product Development, Guaranteed Investment Funds and Annuities at Desjardins Financial Security Life Assurance Company, outlines the reasons why.
- By: Desjardins Group
- September 27, 2021 October 27, 2021
- 08:45