How to court centres of influence
Developing strong referral relationships takes time, patience and a strategy
- By: Wendy Cuthbert
- November 13, 2013 November 16, 2019
- 12:01
Top Stories in In Depth
Helping businesses set up PRPPs
Since the feds created legislation allowing small and medium-sized businesses to create pooled registered pension plans, few provinces — and firms — have moved to…
- By: Catherine Harris
- November 12, 2013 November 6, 2019
- 15:25
Updating clients on DB plans
Defined-benefit pension plans were once viewed as ironclad. But with such certainties on the wane, clients need their financial advisors to provide updated advice on…
- By: Susan Yellin
- November 12, 2013 November 6, 2019
- 15:18
Annuities fill a critical role
Buying an annuity provides a way to turn assets into an income stream for your client. With workplace pension plans falling in stature, annuities are…
- By: Megan Harman
- November 12, 2013 November 6, 2019
- 15:13
Are changes to the CPP inevitable?
The nature of retirement is changing drastically, and many people are calling on the federal government to make critical changes to the Canada Pension Plan…
- By: Rudy Mezzetta
- November 12, 2013 November 6, 2019
- 15:04
Bonds: A predictable future income
While investment-grade bonds won’t appreciate in an economic climate in which interest rates are expected to rise, correctly chosen bonds can help your clients build…
- By: Andrew Allentuck
- November 12, 2013 November 6, 2019
- 15:01
Building a portfolio with ETFs
Exchange-traded funds allow you to make use of geographical, industry/sector and specialty diversification, as well as a balance of equities and fixed-income, when building retirement…
- By: Dwarka Lakhan
- November 12, 2013 November 6, 2019
- 14:57
Catch-up, top-up or gross-up?
For some clients, an RRSP loan strategy can be an efficient retirement-saving plan. It is key, however, that clients reinvest tax refunds and repay their…
- By: Geoff Kirbyson
- November 12, 2013 November 6, 2019
- 14:52
Converting RRSPs takes planning
Making an efficient shift from accumulation to income calls for astute planning, especially for clients whose retirement income may threaten their OAS eligibility. For these…
- By: Fiona Collie
- November 12, 2013 November 6, 2019
- 14:46
Is long-term care coverage worth it?
As life expectancies lengthen, the need for long-term care insurance increases. But the clients who need it most may have difficulty paying the premiums —…
- By: Megan Harman
- November 12, 2013 November 6, 2019
- 14:40
The era of GMWBs is all but over
Insurers either have ceased providing GMWBs or have made significant adjustments to product structures, features or sales and distribution restrictions. But there are some unique…
- By: Dwarka Lakhan
- November 12, 2013 November 6, 2019
- 14:31
Stretching dollars abroad
Ecuador, Panama and Malaysia top the list of foreign retirement destinations based on research by a U.S. firm. Retirees can live cheaply while enjoying amenities…
- By: Clare O’Hara
- November 12, 2013 November 6, 2019
- 14:25
Senior marriages need caution
Longer, healthier lives are leading to more late-life marriages. But the financial implications can devastate families
- By: Clare O’Hara
- November 12, 2013 November 6, 2019
- 14:20
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