Protecting elderly clients from fraud
Watch for red flags, such as clients unexpectedly asking for a quick withdrawal of funds
- By: Fiona Collie
- October 25, 2013 October 31, 2019
- 05:00
Top Stories in In Depth
Who should be on your client advisory board?
Your nine to 12 members should represent four key roles
- By: Tessie Sanci
- October 24, 2013 October 30, 2019
- 10:15
Signs an elderly client may be a victim of fraud
Matthew McGuire, national anti-money laundering practice leader with MNP LLP in Toronto, discusses the signs that an elderly client may be a victim of fraud.…
- By: Matt McGuire
- October 24, 2013 October 31, 2019
- 05:00
Four questions to ask before setting up a client advisory board
You must be willing to listen and follow through on recommendations
- By: Tessie Sanci
- October 23, 2013 October 30, 2019
- 10:45
Keeping clients’ plans on track in retirement
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire
- By: Fiona Collie
- October 23, 2013 October 31, 2019
- 05:00
Ruta’s Rules: Everyone is in sales
In part four of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains that everyone is in sales — even those who think they…
- By: Jim Ruta
- October 23, 2013 October 30, 2019
- 05:00
Customize your service to meet older clients’ needs
Certain soft skills can come in handy when working with clients whose health is in decline
- By: Fiona Collie
- October 22, 2013 October 31, 2019
- 05:00
Three key ingredients for financial planners to succeed
Shannon Burch, district vice president at Bank of Nova Scotia in Calgary, explains the three key attributes that financial advisors need to succeed. With several…
- By: Dan Richards, Shannon Burch
- October 20, 2013 October 30, 2019
- 17:50
Ruta’s Rules: Tell your title like it is
In part three of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, outlines the benefits of ensuring your title describes precisely what you do…
- By: Jim Ruta
- October 16, 2013 October 30, 2019
- 09:30
Acrimonious litigation
Several recent court cases suggest that the CRA is becoming much more aggressive and that the judicial system is stepping in to play a bigger…
- By: Patricia Chisholm
- October 14, 2013 November 6, 2019
- 23:00
Yearend tax tips for your clients
Be sure to make your clients aware of the key tax-saving opportunities available to them. Point out the attractive tax measures that are new this…
- By: Clare O’Hara
- October 14, 2013 November 6, 2019
- 23:00
Feds release rules ending 10/8s
With these life insurance-backed, tax-friendly investing structures no longer permitted, clients need help with next steps
- By: Megan Harman
- October 14, 2013 November 6, 2019
- 23:00
Most provinces limit tax increases
Three provinces - British Columbia, Quebec and Nova Scotia - raised personal income tax rates for high-income individuals, while New Brunswick raised personal income tax…
- By: Catherine Harris
- October 14, 2013 November 6, 2019
- 23:00
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