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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 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…

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.

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

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

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.

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…

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…