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Daydreaming young couple at home

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

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…

The Seasons of an Advisor’s Life: Spring, a time for reinvention, revival and moving on

Have You Thought About What Season Your Practice is in?

Looking Back. Planning Forward.

Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris

  • By: Assuris
  • January 10, 2022 January 10, 2022
  • 07:00

COP26 Conference Spotlight: Outcomes, Agreements, and Investment Implications

With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace…

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

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

Regulatory issues to watch in 2022

Several major initiatives could launch this year

Can clients use an IFA to combat inflation?

With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…

Do your clients need an IFA to reduce estate taxes?

Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…

How to incorporate insurance lending into your clients’ annual financial checkups

Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.