Looking Back. Planning Forward.
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
- By: Assuris
- January 10, 2022 January 10, 2022
- 07:00
Top Stories in In Depth
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…
- By: T. Rowe Price
- December 15, 2021 December 16, 2021
- 09:00
Moving the client experience forward with the power of the cloud
This article from Microsoft Canada highlights how Canaccord Genuity is leveraging Microsoft Azure to enhance its client experience and drive digital transformation.
- By: Microsoft Canada
- December 13, 2021 December 8, 2021
- 08:45
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.
- By: Manulife Bank
- December 13, 2021 April 20, 2023
- 08:00
What are the top 10 things advisors must know about insurance lending?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.
- By: Manulife Bank
- December 6, 2021 April 20, 2023
- 08:00
Have You Thought About What Season Your Practice is in?
The Seasons of an Advisor’s Practice: Winter, a time to reconnect, reflect and retreat
- By: Designed Securities
- December 6, 2021 December 6, 2021
- 08:00
Growth Delayed but Not Derailed
Opportunities still lie ahead for firms and investors.
- By: T. Rowe Price
- November 29, 2021 November 29, 2021
- 08:00
Stories of Challenge – Gillian Seidler
“Discomfort [is] a necessary push toward growth.”
- By: Mackenzie Investments
- November 22, 2021 November 12, 2021
- 08:00
What are the most important factors when selecting an IFA provider?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, talks about what to look for when putting in place an Immediate Financing…
- By: Manulife Bank
- November 22, 2021 April 20, 2023
- 08:00
Making connections: Biodiversity and climate change
Understanding the connection between biodiversity and climate change mitigation is important for businesses to succeed. Learn why biodiversity matters, and how it impacts climate change,…
- By: RBC Global Asset Management
- November 22, 2021 November 22, 2021
- 08:00
How to recognise a true end-to-end risk-aware Investment Management solution?
A total portfolio approach, where the ex-ante analysis of risk and sustainability are tested and validated by ex-post monitoring, requires both a strong focus on…
- By: Objectway
- November 15, 2021 December 13, 2021
- 08:00
What are advisors’ frequently asked questions about CSV lending products?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, explains some of the nuances of these products.
- By: Manulife Bank
- November 15, 2021 April 20, 2023
- 08:00
Stack Capital is democratizing access into the private equity asset class – giving all investors the chance to participate
Focused on growth and late-stage pre-IPO businesses, the company recently raised $110 million in an IPO
- By: Stack
- November 8, 2021 November 8, 2021
- 09:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 February 24, 2026
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
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
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
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