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Young happy interracial family standing on wooden bridge, while father holding his daughter in arms

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
wind turbines farm on green field

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

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…

Community Champion: Sylvain Lemieux

Sylvain Lemieux is from Montreal, Quebec, and is achieving a gold standard in client service.

Community Champion: Susan Creasy

Susan Creasy is from Kingston, Ontario, and helping secure the financial future of a community.

Community Champion: Jeff Moffat

Jeff Moffat is from Kelowna, British Columbia, and family resilience shaped his commitment to his clients.

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

Lifting the veil on RI screening

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

The ABCs of ESG

Environmental, social and governance issues are the three pillars of responsible investing

What is responsible investing, anyway?

Learn the background behind a concept that is much more than a passing trend

  • By: Leah Golob
  • November 4, 2019 November 9, 2019
  • 00:02