A Q3 letter to clients
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market…
- By: Dan Richards
- October 15, 2014 October 30, 2019
- 18:00
Top Stories in In Depth
A Q3 letter to clients: How to navigate rough waters
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
- By: Dan Richards
- October 15, 2014 November 17, 2019
- 15:15
The CRM2 shift
Clearing the way for clients
- By: Patricia Chisholm
- October 15, 2014 October 12, 2019
- 13:45
Six surefire ways to avoid becoming a high performer
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, gives six tongue-in-cheek tips on how to make sure you don’t…
- By: Jim Ruta
- October 15, 2014 October 30, 2019
- 08:55
The CRM2 rules: A primer
The new regime will mean more data gathering, more written reporting and more in-depth conversations with clients
- By: Tessie Sanci
- October 14, 2014 November 7, 2019
- 23:00
Managing capital gains and losses
Recent stock market growth has probably resulted in capital gains for many of your clients. Knowing how best to deal with the tax consequences of…
- By: Dwarka Lakhan
- October 14, 2014 November 6, 2019
- 23:00
The bumpy road to reform
After a decade of push and pull between regulators and the industry, fundamental change is here
- By: James Langton
- October 14, 2014 November 7, 2019
- 23:00
U.S. taxes on funds?
American taxpayers who own Canadian investment funds may be subject to U.S. taxes
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Foreign property
T1135 is more than just a form. The new rules for reporting more details about foreign property are inconvenient, but must be taken seriously
- By: Dwarka Lakhan
- October 14, 2014 November 6, 2019
- 23:00
Taking advantage of RESPs
A registered education savings plan is a great way to save for a child's post-secondary education. However, you should take advantage of the Canada education…
- By: Andrew Allentuck
- October 14, 2014 November 6, 2019
- 23:00
Taxpayers feel the taxman’s wrath
Three taxpayers recently found out that, whether or not they made mistakes on a technical rule, tried to game the system or got caught up…
- By: Jim Middlemiss
- October 14, 2014 November 6, 2019
- 23:00
Stay on top of changing U.S. rules
Now that the IRS has new powers to track taxpayers who live outside their country, it is especially important to track changes in the U.S.…
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
The voice of experience
Daryl Charanduk shares tips that keep clients and regulators satisfied
- By: Jade Hemeon
- October 14, 2014 November 7, 2019
- 23:00
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