Nurture COI relationships for long-term success
Stay in regular contact with COIs, and seek feedback after sending referrals
- By: Fiona Collie
- February 20, 2014 October 30, 2019
- 16:30
Top Stories in In Depth
Giving Back: Running half-marathons and charitable giving tips
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…
- By: Megan Harman, Mark Halpern
- February 19, 2014 October 21, 2019
- 16:00
Get your COI relationship off to a strong start
Ensure your COIs understand what you offer clients, so you don’t get inappropriate referrals
- By: Fiona Collie
- February 19, 2014 October 30, 2019
- 13:30
Finding your match
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…
- By: Fiona Collie
- February 18, 2014 October 30, 2019
- 16:15
Best interest standard would likely increase litigation risk
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.…
- By: Patricia Chisholm, John Fabello
- February 18, 2014 October 30, 2019
- 15:25
Ruta’s Rules: Sell life insurance from the heart
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…
- By: Jim Ruta
- February 17, 2014 October 30, 2019
- 09:30
Starting at Square 1
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…
- By: Fiona Collie
- February 15, 2014 November 6, 2019
- 00:00
A lift for underprivileged students
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…
- By: donalee Moulton
- February 15, 2014 November 6, 2019
- 00:00
Taking it to the streets
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…
- By: Fiona Collie
- February 15, 2014 November 6, 2019
- 00:00
Volunteering is a family affair
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…
- By: Geoff Kirbyson
- February 15, 2014 November 6, 2019
- 00:00
Committed to his community
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…
- By: Susan Yellin
- February 15, 2014 November 6, 2019
- 00:00
Financial literacy a mission for volunteer
Getting people of all ages - especially high-school students - to learn about financial matters is a priority for Crystal Wong, who teaches students personal…
- By: donalee Moulton
- February 15, 2014 November 6, 2019
- 00:00
The picture of generosity
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.…
- By: Susan Yellin
- February 15, 2014 November 6, 2019
- 00:00
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