Running an advisor team
Many successful financial advisors find that running a team is one of the most difficult parts of their role. This special report includes tips for…
- June 9, 2023
Latest Special Reports
Insurance Guide 2023
In this year’s Insurance Guide, we explain the sudden spike in demand for annuities, incidental sales rules and the looming ban on deferred sales charge…
- May 7, 2023
Focus on ESG 2023
New rules and the changing market environment for ESG products
- April 10, 2023
Special Report on Taxes 2023
This year’s special report examines several tax challenges facing financial advisors, such as what to do with TFSAs before moving outside Canada, higher interest rates…
- March 12, 2023
Special Report on Technology 2023
From digital estate plans to social media to investment trends, here's what you need to know about tech in 2023
- February 12, 2023
Special Report on Retirement 2022
As inflation continues to affect retirees' portfolios, you'll need a strategy for maximizing retirement income. This Special Report on Retirement helps you plan for adjustments…
- November 20, 2022
Special Report on Taxes 2022
This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into…
- October 30, 2022
Budget 2022
Everything you need to know about this year’s federal budget
- August 9, 2022
Debt in a time of rising rates
In June, the Bank of Canada raised rates for the second time this year, putting the benchmark interest rate at 1.5%. How will rising rates…
- June 17, 2022
Insurance Guide 2022
In this year’s Insurance Guide, we explain how to sell critical illness insurance to corporations, how the ban on the sale of deferred sales charge…
- June 12, 2022
Special Report on Retirement 2021
With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year's Special Report on Retirement provides insights on inflation-proofing portfolios, managing…
- November 22, 2021
Special Report on Taxes 2021
The re-election of a minority Liberal government creates tax-planning opportunities and challenges for clients during another tumultuous year.
- October 31, 2021