Stories of Challenge – Leisha Roche
"Even when it seems you don't have a choice, you always have a choice."
Top Stories in In Depth
Why Canada Life My Term is the best term choice for your clients
Learn how Canada Life™ is making term life insurance more customizable than ever before
- By: Canada Life
- April 6, 2021 April 6, 2021
- 08:45
Fundamentals favour healthcare
Six factors are driving growth with some of them accelerated by the pandemic
- By: Harvest Portfolios Group
- February 23, 2021 February 23, 2021
- 07:00
How can shareholder engagement drive company behaviour?
Solène Hanquier, Senior Advisor, Responsible Investment with Desjardins Global Asset Management, discusses ways to influence decisions – and action.
- By: Desjardins Group
- November 23, 2020 December 16, 2020
- 07:00
Why do companies with diverse leadership perform well?
Deborah Debas, Responsible Investment Specialist with Desjardins Group, looks at the importance of diversity and inclusion at the top.
- By: Desjardins Group
- October 26, 2020 October 27, 2020
- 08:00
Why should we bet on the circular economy?
Denis Dion, Responsible Investment Product Manager with Desjardins Group, discusses sustainable management.
- By: Desjardins Group
- September 28, 2020 October 23, 2020
- 08:45
Tackling the post-pandemic debt load
Bank of Canada launches consultation on government debt strategy
- By: James Langton
- September 16, 2020 September 16, 2020
- 10:09
A Case for Change: The Evolving Scholarship Plan Dealer Landscape
As more consumers look to align their purchasing power with organizations that ‘do more,’ SPDs offer a great RESP option.
- By: Knowledge First Financial
- September 1, 2020 September 2, 2020
- 09:00
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.
- By: Desjardins Group
- August 17, 2020 October 23, 2020
- 08:45
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.
- By: Desjardins Group
- July 27, 2020 October 23, 2020
- 08:45
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.
- By: Desjardins Group
- July 6, 2020 October 23, 2020
- 08:45
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…
- By: Equitable Bank
- May 27, 2020 May 26, 2020
- 15:00
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.
- By: Equitable Bank
- May 20, 2020 May 19, 2020
- 15:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
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…
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:30
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…
- By: Equitable Bank
- May 14, 2020 May 13, 2020
- 08:00
Leveraging life insurance: an untapped source of liquidity
This Partner Report from Equitable Bank outlines how borrowers can access liquidity by borrowing against the cash built up within their whole life insurance policies.
- By: Equitable Bank
- May 7, 2020 May 7, 2020
- 08:00
PEAK Enriches Mutual Funds Advisor Toolkit with Univeris ETF Solution
Univeris and CIBC Capital Markets are proud to announce that PEAK Investment Services is the first mutual fund dealer in Canada to leverage an MFDA-fully…
- By: Univeris
- April 2, 2020 April 2, 2020
- 11:16
Fitch boosts Canadian coverage
Credit rating agency adding five senior analysts to it Toronto office
- By: James Langton
- November 27, 2018 November 15, 2019
- 10:30
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
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:15
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
- By: Fiona Collie
- May 16, 2018 November 9, 2019
- 10:00
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
- By: Dwarka Lakhan
- December 2, 2019 October 29, 2019
- 00:01
What is Canada Life doing to support advisors during these uncertain times?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, shares what the company is doing to support advisors in today’s uncertain times—and beyond.
- By: Canada Life – Wealth Products
- May 7, 2020 May 1, 2020
- 08:00
What trends are you seeing that can help advisors manage their business, particularly when markets are volatile?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, discusses long-term shift towards managed solutions, and how advisors can leverage these solutions to focus on constructing resilient…
- By: Canada Life – Wealth Products
- May 6, 2020 May 1, 2020
- 08:00
How can an insurance company meet my wealth management needs?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, provides insight into how an insurance company is in a unique position to help with your wealth management…
- By: Canada Life – Wealth Products
- May 5, 2020 May 1, 2020
- 08:00