Mark Halpern, certified financial planner and president of illnessPROTECTION.com, finds time to give back to the community by running half-marathons, designing planned giving programs for…
Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
To find the ideal COI for your practice, seek out professionals who specialize in your target market and look for personality traits similar to your…
In part two of a three-part series, John Fabello, securities lawyer and partner, Torys LLP, discusses the potential legal definitions of a best interest standard.…
Jim Ruta, managing partner and chief sales officer, InforcePRO, says clients buy life insurance products to protect those they love. He explains how to create…
Even in charitable giving, the adage “If you want something done right, you have to do it yourself” rings true. That was the approach Alan…
Alfred Chien, an advisor with BMO in Vancouver, oversaw the launch of a free tutoring program for high-school students in one the city's less fortunate…
Vancouver investment advisor Tim Collins says that sleeping on the pavement for a night helps focus attention on the plight of homeless youth and the…
Investors Group's Aaron Margolis, like his grandfather and his parents before him, has made volunteering an important part of his life. His wife and children…
Running a successful insurance practice is only one of the activities that drives Mark Halpern. When he's not advising clients on the benefits of charitable…
Getting people of all ages - especially high-school students - to learn about financial matters is a priority for Crystal Wong, who teaches students personal…
Naguib Kerba's passion for photography has led him to become involved in a wide variety of charitable organizations - from Scouts Canada to Gilda's Club.…
Musician and financial advisor Peter Partridge is spearheading the campaign to provide St. Catharines with a state-of-the-art performing arts venue
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…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
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…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds