In part nine of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asks, why are we so concerned about self-insurance? He offers a different…
Although low interest rates have punished annuity payouts, there are advantages in buying annuities now
They may not be exciting, but annuities can play an important role in retirement – especially for clients who are worried about outliving their money
Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively with clients and their families, focuses attention on estate planning, and encourages the…
Peter Wouters, director of tax and estate planning, Wealth, Empire Life Investments Inc., discusses how term certain annuities work and how they differ from life…
In part eight of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to enter the business market, even if you are not…
Tell your story and make use of the site’s valuable tools
Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of forecasting for financial markets. He explains which measures do and do…
In part three, the panellists offer picks in among energy, telecom and utilities stocks
Check with compliance and list relevant skills
Sylvia Garibaldi, founder of SG and Associates, discusses the role that gifts have in showing your clients you value their business. Garibaldi discusses the finer…
Be patient and know when to ask for an introduction
In part two, the managers discuss their investment disciplines and some of their picks in the dividend-rich financial sector
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