Get out and connect with people
Summer is a good time to go out with your clients, your COIs and your team
- By: Tessie Sanci
- June 11, 2014 October 30, 2019
- 09:50
Top Stories in In Depth
Planning to work is not a retirement plan
Many clients may be unable to work through their golden years
- By: Fiona Collie
- June 10, 2014 October 21, 2019
- 16:50
Planners should keep pushing for official recognition: List
The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession
- By: Megan Harman
- June 10, 2014 October 21, 2019
- 15:40
CIFPs 2014: Critical issues and deadlines for clients
Jamie Golombek, managing director of tax and estate planning for Canadian Imperial Bank of Commerce’s wealth advisory services division, discusses upcoming critical issues, deadlines and…
- By: Jamie Golombek
- June 10, 2014 October 21, 2019
- 14:15
Testamentary trusts still valuable tools
Despite tax changes, these trusts can be useful in certain estate planning scenarios
- By: Megan Harman
- June 10, 2014 October 21, 2019
- 12:30
Give your business a summer tune-up
This slower period is a great opportunity to make your practice more efficient
- By: Tessie Sanci
- June 10, 2014 October 30, 2019
- 09:45
CIFPs 2014: The evolution of the investment industry and professional standards
Susan Wolburgh Jenah, president & CEO, Investment Industry Regulatory Organization of Canada (IIROC), discusses the evolution of the investment regulatory landscape, including how to broach…
- By: Susan Wolburgh Jenah
- June 9, 2014 October 21, 2019
- 17:00
Canadians unprepared for living longer
Advisors can help clients consider additional risks as they approach retirement
- By: Megan Harman
- June 9, 2014 October 21, 2019
- 15:35
Qualify prospects with LinkedIn advanced search
Five tips for a successful advanced search
- By: Fiona Collie
- June 9, 2014 November 16, 2019
- 15:30
IIROC, OBSI discuss compensation refusals
Talks are meant to ensure OBSI remains a dispute resolution resource investors can trust
- By: Fiona Collie
- June 9, 2014 October 21, 2019
- 12:30
Owning a vacation property can have major tax implications
Here are some key talking tips to assist clients with their vacation property tax planning
- By: Jamie Golombek
- June 9, 2014 November 10, 2019
- 05:00
Four coming changes that will shape your business
In part 10 of Gaining Altitude, Dan Richards, CEO, Client Insights, identifies four coming changes to portfolio construction and how advisors will need to alter…
- By: Dan Richards
- June 8, 2014 October 30, 2019
- 17:00
Make the 10-3-1 activity formula work for you
In part five of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, outlines five key misconceptions about 10-3-1 that impact the efforts and results of…
- By: Jim Ruta
- June 4, 2014 October 30, 2019
- 05:00
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