How and why has RI evolved?
Deborah Debas, Responsible Investment Specialist with Desjardins Group, discusses how RI has transformed and why it’s as important as ever.
- By: Desjardins Group
- July 27, 2020 October 23, 2020
- 08:45
Top Stories in In Depth
How can ESG integration better prepare companies, and their investors, for the future?
Denis Dion, Responsible Investment Product Manager with Desjardins Group, shares why advisors should discuss environmental, social, and governance (ESG) issues with investors.
- By: Desjardins Group
- July 6, 2020 October 23, 2020
- 08:45
New Laws Suggest Long-Term GICs are Portfolio Mainstay
As new CDIC legislation comes into effect, Equitable Bank’s CEO Andrew Moor shares his insights on how Advisors can benefit from the expanded protection through…
- By: Equitable Bank
- May 27, 2020 May 26, 2020
- 15:00
Accessing home equity wealth for retirement planning needs
This Partner Report from Equitable Bank outlines how clients can access home wealth through a reverse mortgage to support retirement planning needs.
- By: Equitable Bank
- May 20, 2020 May 19, 2020
- 15:00
New CDIC Coverage Creates a Better Safe Haven for U.S. Cash
This Partner Report from Equitable Bank outlines a new low-risk opportunity for Advisors to add yield to their clients' U.S. savings on the back of…
- By: Equitable Bank
- May 14, 2020 May 13, 2020
- 08:00
Leveraging life insurance: an untapped source of liquidity
This Partner Report from Equitable Bank outlines how borrowers can access liquidity by borrowing against the cash built up within their whole life insurance policies.
- By: Equitable Bank
- May 7, 2020 May 7, 2020
- 08:00
What is Canada Life doing to support advisors during these uncertain times?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, shares what the company is doing to support advisors in today’s uncertain times—and beyond.
- By: Canada Life – Wealth Products
- May 7, 2020 May 1, 2020
- 08:00
What trends are you seeing that can help advisors manage their business, particularly when markets are volatile?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, discusses long-term shift towards managed solutions, and how advisors can leverage these solutions to focus on constructing resilient…
- By: Canada Life – Wealth Products
- May 6, 2020 May 1, 2020
- 08:00
How can an insurance company meet my wealth management needs?
Steve Fiorelli, SVP Wealth Solutions, Canada Life, provides insight into how an insurance company is in a unique position to help with your wealth management…
- By: Canada Life – Wealth Products
- May 5, 2020 May 1, 2020
- 08:00
Why is Canada Life participating life insurance a good option to consider in times of market volatility?
Andrea Frossard, SVP, Par Insurance Solutions, talks about why Canada Life participating life insurance is a good option to consider in times of market volatility.
- By: Canada Life
- April 30, 2020 May 1, 2020
- 08:45
What is Canada Life doing to support clients during these uncertain times?
Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life can help clients keep their coverage in place and…
- By: Canada Life
- April 29, 2020 May 1, 2020
- 08:45
How is Canada Life helping advisors and their clients apply for insurance without having to meet in person?
Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life is helping advisors and their clients apply for insurance…
- By: Canada Life
- April 28, 2020 May 1, 2020
- 10:30
PEAK Enriches Mutual Funds Advisor Toolkit with Univeris ETF Solution
Univeris and CIBC Capital Markets are proud to announce that PEAK Investment Services is the first mutual fund dealer in Canada to leverage an MFDA-fully…
- By: Univeris
- April 2, 2020 April 2, 2020
- 11:16
How can investors capitalize on resource optimization?
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…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
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 February 24, 2026
- 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