Stories of Challenge – Cynthia Currie
“I choose positions where I can be challenged and learn.”
- By: Mackenzie Investments
- November 1, 2021 October 21, 2021
- 08:00
Top Stories in In Depth
Stagnant service model or growth mindset?
Independence and a focus on enablement help Wellington-Altus advisors grow
- By: Wellington-Altus
- October 27, 2021 October 27, 2021
- 08:45
How can your permanent life insurance clients become private banking clients too?
Victor Stranges, National Leader, Private Banking with Manulife Bank, talks about opening the doors to a more holistic financial approach.
- By: Manulife Bank
- October 25, 2021 April 20, 2023
- 08:00
Addressing the growing demand for RI: Education is key
Deborah Debas, Responsible Investment Specialist at Desjardins, talks about how the company's Responsible Investing Certification Program provides value for advisors.
- By: Desjardins Group
- October 21, 2021 October 21, 2021
- 08:45
Cross-sell banking products or go independent?
An innovative, tech-savvy mindset enables advisor success at Wellington-Altus
- By: Wellington-Altus
- October 19, 2021 October 25, 2021
- 08:45
How can you add more value for permanent life insurance clients?
Victor Stranges, National Leader, Private Banking with Manulife Bank, outlines how to introduce lending solutions to a life insurance discussion.
- By: Manulife Bank
- October 18, 2021 April 20, 2023
- 08:00
How can life insurance be more than a passive asset?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how permanent life insurance can serve a dual purpose.
- By: Manulife Bank
- October 13, 2021 April 20, 2023
- 08:00
Stories of Challenge – Ying Du
"Ignore the no’s and wholeheartedly embrace change."
- By: Mackenzie Investments
- October 12, 2021 October 1, 2021
- 08:00
Bank-owned SUV or independent race car?
A culture of partnership drives advisor passion at Wellington-Altus
- By: Wellington-Altus
- October 12, 2021 October 25, 2021
- 08:00
Net-zero greenhouse gas emissions: Changing investor attitudes
Learn how asset managers can address climate change through proxy voting on climate-related shareholder proposals.
- By: RBC Global Asset Management
- October 11, 2021 October 25, 2021
- 08:00
Positive outlook for GIFs sparks demand
Philippe-Olivier Dumas, Head of Product Development, Guaranteed Investment Funds and Annuities at Desjardins Financial Security Life Assurance Company, outlines the reasons why.
- By: Desjardins Group
- September 27, 2021 October 27, 2021
- 08:45
What are the best ways for advisors to present an IFA strategy to their clients?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to position an IFA and get all parties on board.
- By: Manulife Bank
- September 27, 2021 April 20, 2023
- 08:00
Climate change: Active stewardship vs. divestment
In this article, we will explain what active stewardship is and how it can be used to address concerns about climate change. We will also…
- By: RBC Global Asset Management
- September 27, 2021 September 24, 2021
- 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 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