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…
Top Stories in In Depth
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
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
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
Why is Canada Life participating life insurance a good option to consider in times of market volatility?
Andrea Frossard, SVP, Par Insurance Solutions, talks about why Canada Life participating life insurance is a good option to consider in times of market volatility.
- By: Canada Life
- April 30, 2020 May 1, 2020
- 08:45
What is Canada Life doing to support clients during these uncertain times?
Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life can help clients keep their coverage in place and…
- By: Canada Life
- April 29, 2020 May 1, 2020
- 08:45
How is Canada Life helping advisors and their clients apply for insurance without having to meet in person?
Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life is helping advisors and their clients apply for insurance…
- By: Canada Life
- April 28, 2020 May 1, 2020
- 10:30
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
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
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
Community Champion: Sylvain Lemieux
Sylvain Lemieux is from Montreal, Quebec, and is achieving a gold standard in client service.
- By: Financial Horizons Group
- November 4, 2019 November 10, 2019
- 14:34
Community Champion: Susan Creasy
Susan Creasy is from Kingston, Ontario, and helping secure the financial future of a community.
- By: Financial Horizons Group
- October 28, 2019 November 10, 2019
- 14:34
Community Champion: Jeff Moffat
Jeff Moffat is from Kelowna, British Columbia, and family resilience shaped his commitment to his clients.
- By: Financial Horizons Group
- October 21, 2019 November 10, 2019
- 10:44
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
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
The ABCs of ESG
Environmental, social and governance issues are the three pillars of responsible investing
- By: Donalee Moulton
- November 18, 2019 October 29, 2019
- 00:01
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