In part two, the managers discuss their investment disciplines and some of their picks in the dividend-rich financial sector
Developing strong referral relationships takes time, patience and a strategy
Since the feds created legislation allowing small and medium-sized businesses to create pooled registered pension plans, few provinces — and firms — have moved to…
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…
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…
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…
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…
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…
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…
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…
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 —…
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…
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…
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