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Tackling the post-pandemic debt load

Bank of Canada launches consultation on government debt strategy

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…

New Laws Suggest Long-Term GICs are Portfolio Mainstay

As new CDIC legislation comes into effect, Equitable Bank’s CEO Andrew Moor shares his insights on how Advisors can benefit from the expanded protection through…

Accessing home equity wealth for retirement planning needs

This Partner Report from Equitable Bank outlines how clients can access home wealth through a reverse mortgage to support retirement planning needs.

New CDIC Coverage Creates a Better Safe Haven for U.S. Cash

This Partner Report from Equitable Bank outlines a new low-risk opportunity for Advisors to add yield to their clients' U.S. savings on the back of…

Fitch boosts Canadian coverage

Credit rating agency adding five senior analysts to it Toronto office

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

A win/win proposition

Clients don’t have to give up returns to embrace RI

  • By: Leah Golob
  • January 6, 2020 October 29, 2019
  • 00:01

Making an impact

Once a misunderstood niche area of RI, impact investing is attracting attention and assets

  • By: Katie Keir
  • December 16, 2019 November 18, 2019
  • 00:01

Lifting the veil on RI screening

There is wide variation when it comes to how managers choose RI investments

How can RI support a fairer recovery?

Deborah Debas, Responsible Investment Specialist with Desjardins Group, describes how the time is right for RI to be a cornerstone as the economy rebounds.

How and why has RI evolved?

Deborah Debas, Responsible Investment Specialist with Desjardins Group, discusses how RI has transformed and why it’s as important as ever.

How can ESG integration better prepare companies, and their investors, for the future?

Denis Dion, Responsible Investment Product Manager with Desjardins Group, shares why advisors should discuss environmental, social, and governance (ESG) issues with investors.