Branding 3: Communicating depth
Explain your expertise to clients
- By: Tessie Sanci
- February 7, 2014 November 16, 2019
- 11:35
Top Stories in In Depth
Top three ways to protect yourself from rising litigation risk
In part one of this three-part series, John Fabello, securities lawyer and partner, Torys LLP, explains that regulatory scrutiny and alternative dispute resolution proceedings are…
- By: Patricia Chisholm, John Fabello
- February 7, 2014 October 30, 2019
- 10:35
Branding 2: Differentiate yourself
Focus on the “store,” not the products
- By: Tessie Sanci
- February 6, 2014 November 16, 2019
- 11:25
Fiera Capital CEO honoured
Investment Executive’s sister publication names Jean-Guy Desjardins the 2013 Quebec Financial Person of the Year
- By: IE Staff
- February 5, 2014 October 21, 2019
- 15:00
Begin building your brand
Step 1: Identify your strengths as an advisor
- By: Tessie Sanci
- February 5, 2014 November 16, 2019
- 11:50
Encourage tax-gain donating throughout the year
In part two of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how to help clients by…
- By: Jamie Golombek
- February 5, 2014 October 31, 2019
- 07:30
Ruta’s Rules: Four keys to being more referable
Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies the four essential strategies that have been proven to bring more referrals — and explains…
- By: Jim Ruta
- February 2, 2014 October 30, 2019
- 17:25
Manitoba continues to battle for jobs
Although the province's diverse economy adds stability, it is suffering from a range of issues that make strong GDP growth elusive
- By: Geoff Kirbyson
- February 1, 2014 October 26, 2019
- 00:00
Quebec consumers still cautious
With the housing market down and consumer spending tepid, exports and investment must be the drivers of growth
- By: Megan Harman
- February 1, 2014 October 26, 2019
- 00:00
Saskatchewan remains a bright spot
After a year of strong growth, lower commodities prices will moderate Saskatchewan's GDP growth in 2014
- By: Bruce Johnstone
- February 1, 2014 October 26, 2019
- 00:00
Alberta surges ahead
Healthy investment in the oil industry creates strong employment. Other industries, such as agriculture, also are flourishing
- By: Rudy Mezzetta
- February 1, 2014 October 26, 2019
- 00:00
Resources on the rise in B.C.
New initiatives, such as liquefied natural gas, and strengthening demand from the U.S. are putting B.C. on track
- By: Brian Lewis
- February 1, 2014 October 26, 2019
- 00:00
Ontario: Coming out of the dark
Strong growth anticipated in professional and financial services
- By: Jade Hemeon
- February 1, 2014 October 21, 2019
- 00:00
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 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 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