Fundamentals favour healthcare
Six factors are driving growth with some of them accelerated by the pandemic
Six factors are driving growth with some of them accelerated by the pandemic
Solène Hanquier, Senior Advisor, Responsible Investment with Desjardins Global Asset Management, discusses ways to influence decisions – and action.
Deborah Debas, Responsible Investment Specialist with Desjardins Group, looks at the importance of diversity and inclusion at the top.
Denis Dion, Responsible Investment Product Manager with Desjardins Group, discusses sustainable management.
Bank of Canada launches consultation on government debt strategy
As more consumers look to align their purchasing power with organizations that ‘do more,’ SPDs offer a great RESP option.
Deborah Debas, Responsible Investment Specialist with Desjardins Group, describes how the time is right for RI to be a cornerstone as the economy rebounds.
Deborah Debas, Responsible Investment Specialist with Desjardins Group, discusses how RI has transformed and why it’s as important as ever.
Denis Dion, Responsible Investment Product Manager with Desjardins Group, shares why advisors should discuss environmental, social, and governance (ESG) issues with investors.
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…
This Partner Report from Equitable Bank outlines how clients can access home wealth through a reverse mortgage to support retirement planning needs.
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…
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.
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
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…
Sylvain Lemieux is from Montreal, Quebec, and is achieving a gold standard in client service.
Susan Creasy is from Kingston, Ontario, and helping secure the financial future of a community.
Credit rating agency adding five senior analysts to it Toronto office
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
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Clients don’t have to give up returns to embrace RI
Once a misunderstood niche area of RI, impact investing is attracting attention and assets
There is wide variation when it comes to how managers choose RI investments
Steve Fiorelli, SVP Wealth Solutions, Canada Life, shares what the company is doing to support advisors in today’s uncertain times—and beyond.
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…
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…