Canadian equity roundtable: Managers share their views on the Big Five banks
In part two of the roundtable, the managers share their views on Canada’s major banks and their top management.
- By: Sonita Horvitch
- October 30, 2014 October 21, 2019
- 09:40
Top Stories in In Depth
Canadian equity roundtable: Is the market downturn a warning or an opportunity?
Three managers discuss the current volatility in the Canadian equity market and how it's affecting their outlook for various sectors and specific companies.
- By: Sonita Horvitch
- October 29, 2014 October 21, 2019
- 17:05
Are you professional enough to do cold calls?
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, gives nine tips on how to perform cold calls, and explains…
- By: Jim Ruta
- October 29, 2014 October 30, 2019
- 07:25
How to get quoted in your local paper
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives advisors three main tips about how to get quoted in your local newspaper and…
- By: Dan Richards
- October 27, 2014 October 30, 2019
- 05:30
Lessons from Air Canada
Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer"…
- By: Dan Richards
- October 26, 2014 November 6, 2019
- 23:00
Alternative ETFs gaining ground
Getting exposure to alternative strategies through exchange-traded funds has advantages over other methods
- By: Dwarka Lakhan
- October 26, 2014 October 30, 2019
- 23:00
New rules for MGAs
CLHIA releases compliance guidelines as part of its response to recommendations from regulators
- By: Megan Harman
- October 23, 2014 October 30, 2019
- 23:00
Help clients choose an executor
Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially…
- By: Fiona Collie
- October 23, 2014 October 31, 2019
- 13:20
Key estate planning issues for blended families
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for…
- By: Tom Junkin
- October 23, 2014 October 31, 2019
- 09:00
Navigating delicate family dynamics
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse —…
- By: Fiona Collie
- October 22, 2014 October 31, 2019
- 12:55
Treat yourself like an employee
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how acting like a business owner can actually damage your…
- By: Jim Ruta
- October 22, 2014 October 30, 2019
- 08:00
A fresh plan for a fresh start
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
- By: Fiona Collie
- October 21, 2014 October 31, 2019
- 11:30
Calls you need to make today
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how helping affluent clients discuss the difficult and sensitive issue of estate planning with…
- By: Dan Richards
- October 20, 2014 October 30, 2019
- 07:00
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