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…
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…
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…
Clients don’t have to give up returns to embrace RI
Once a misunderstood niche area of RI, impact investing is attracting attention and assets
There is wide variation when it comes to how managers choose RI investments
Environmental, social and governance issues are the three pillars of responsible investing
Sylvain Lemieux is from Montreal, Quebec, and is achieving a gold standard in client service.
Learn the background behind a concept that is much more than a passing trend
Susan Creasy is from Kingston, Ontario, and helping secure the financial future of a community.
Jeff Moffat is from Kelowna, British Columbia, and family resilience shaped his commitment to his clients.
Products counter equity volatility.
As firms scramble to deliver more integrated wealth solutions across multiple generations, businesses and borders, BMO is setting the standard for what’s possible.
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
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…
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
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
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.
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