Leave a lasting impression with the perfect client gift
Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out
- By: Clare O’Hara
- November 20, 2014 November 17, 2019
- 15:45
Top Stories in In Depth
Gifts: Saying thank you to clients
From charging stations to chocolate, Adam Kafka, owner of Universal Links in Toronto, and an expert in corporate gifting, presents this year’s best gifts to…
- By: Adam Kafka
- November 20, 2014 November 17, 2019
- 12:35
Contacting a referral: The first step
Do some research before making contact
- By: Tessie Sanci
- November 20, 2014 October 30, 2019
- 12:20
Entertaining the high net worth client
Consider organizing a philanthropic activity or an intimate concert to engage with your top clients
- By: Clare O’Hara
- November 19, 2014 November 17, 2019
- 10:30
10 ways to double your production
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, lists 10 ways to go for the “easy double”. He says…
- By: Jim Ruta
- November 19, 2014 October 30, 2019
- 06:15
Three events sure to impress your clients
A client appreciation event, customized to your client base, can show clients how much you value their business
- By: Clare O’Hara
- November 18, 2014 November 17, 2019
- 12:10
Ontario announces expert panel on financial planning
IFIC supports next steps in review of financial planning and advice
- By: James Langton
- November 17, 2014 October 21, 2019
- 16:45
How feedback improves team performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to give effective feedback that enhances performance. Richards cites current…
- By: Dan Richards
- November 17, 2014 October 30, 2019
- 06:15
Holistic advice will require a new value chain
The only way to ensure financial planners can deliver effective, comprehensive and holistic advice is by making structural changes in the way the advice is…
- By: Keith Costello
- November 17, 2014 November 16, 2019
- 06:00
COIs 3: Gaining trust
Reassure COIs that their clients will be in good hands
- By: Tessie Sanci
- November 14, 2014 October 30, 2019
- 10:31
Getting to know your COIs
Find out as much as you can about the kinds of clients you should refer
- By: Tessie Sanci
- November 13, 2014 October 30, 2019
- 12:00
Rethinking COIs
Focus on professional services for your clients, not just referrals
- By: Tessie Sanci
- November 12, 2014 October 30, 2019
- 11:55
Eight tips for a successful study group
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains the benefits of study groups for your practice. He gives…
- By: Jim Ruta
- November 12, 2014 October 30, 2019
- 06:00
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 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 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