How to “engage” your clients
Having satisfied clients is no longer enough to fuel a successful practice
- By: Brent Jolly
- February 28, 2013 October 30, 2019
- 10:40
Top Stories in In Depth
Asset mix is critical in managing risk
The advisor's role is to balance risks in prudent and intelligent ways to help clients avoid outliving their savings
- By: Dwarka Lakhan
- February 28, 2013 October 30, 2019
- 00:00
Avoiding the most common mistake insurance advisors make
In part seven, Jim Ruta answers the question: What is the most common mistake that insurance advisors make? Ruta explains this common mistake that can…
- By: Jim Ruta, Paula Virany
- February 27, 2013 October 30, 2019
- 09:40
Get your firm featured on the news
Clay Gillespie, managing director at Rogers Group Financial in Vancouver, explains how your firm can become a featured source of information to the news media.…
- By: Dan Richards, Clay Gillespie
- February 25, 2013 October 30, 2019
- 07:15
Strategies for managing preferred shares: part 2
James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, drills down to specifics of how to manage preferred shares. He…
- By: James Hymas
- February 22, 2013 October 31, 2019
- 12:30
Canadian equities roundtable: part 3
Manager picks in financial services and other non-resource sectors
- By: Sonita Horvitch
- February 22, 2013 February 22, 2013
- 06:15
The expanding world of preferred shares: part 1
James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, explains how preferred shares can be used in portfolio construction for…
- By: James Hymas
- February 21, 2013 October 31, 2019
- 12:30
One easy opportunity that insurance advisors miss
In part six, Jim Ruta answers the question “Are there life insurance opportunities that advisors miss?” He explains how to turn this gap in service…
- By: Jim Ruta, Paula Virany
- February 21, 2013 October 30, 2019
- 11:15
Generating income with ETFs
ETFs can be used to access a variety of income products, beyond basic bond index exposure
- By: Jade Hemeon
- February 21, 2013 February 21, 2013
- 06:15
Canadian equities roundtable: part 2
Opportunities in struggling resources sectors
- By: Sonita Horvitch
- February 21, 2013 February 21, 2013
- 06:00
Going the distance for kids
Glen Way, senior wealth advisor with ScotiaMcLeod in Brampton, Ont., explains the impact one person can make with mentoring and cycling across Canada to help…
- By: Rudy Mezzetta, Glen Way
- February 20, 2013 October 12, 2019
- 10:21
A preferred source of income
Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too
- By: Jade Hemeon
- February 20, 2013 October 31, 2019
- 06:30
Canadian equities roundtable: part 1
Three fund managers discuss value strategies for leaner times
- By: Sonita Horvitch
- February 19, 2013 February 19, 2013
- 17:00
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