Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how cash surrender value can help create an income stream.
Global X explains what is thematic investing, why it has been on the rise, and how Canadian investors can take advantage of the benefits of…
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, dispels eight myths surrounding this line of credit approach.
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.
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
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…
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
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
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.
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