Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses why this solution can be an important part of a client’s financial…
Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.
"I’m going to prove you wrong."
"Know your why — the purpose of what you do."
"Even when it seems you don't have a choice, you always have a choice."
Learn how Canada Life™ is making term life insurance more customizable than ever before
Six factors are driving growth with some of them accelerated by the pandemic
Solène Hanquier, Senior Advisor, Responsible Investment with Desjardins Global Asset Management, discusses ways to influence decisions – and action.
Deborah Debas, Responsible Investment Specialist with Desjardins Group, looks at the importance of diversity and inclusion at the top.
Denis Dion, Responsible Investment Product Manager with Desjardins Group, discusses sustainable management.
Bank of Canada launches consultation on government debt strategy
As more consumers look to align their purchasing power with organizations that ‘do more,’ SPDs offer a great RESP option.
Deborah Debas, Responsible Investment Specialist with Desjardins Group, describes how the time is right for RI to be a cornerstone as the economy rebounds.
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…
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.
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