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
Top Stories in In Depth
Climbing every mountain for Sick Kids
Brian Culbert, investment advisor and first vice president at CIBC Wood Gundy, speaks about his charitable work that has raised about $250,000 for Sick Kids…
- By: Jade Hemeon, Brian Culbert
- February 19, 2013 October 12, 2019
- 14:55
Options for income in a low interest rate world
Help clients build a portfolio that provides a blend of different types of income
- By: Jade Hemeon
- February 19, 2013 October 31, 2019
- 06:20
Engage clients with daily blogging
David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard…
- By: Dan Richards, David Allard
- February 16, 2013 October 30, 2019
- 06:30
Feeding bodies and minds
Jeffrey Brumer, an advisor in Montreal, decided many years ago that it was important to share the warmth of personal interaction with young people. Brumer…
- By: Fiona Collie
- February 15, 2013 November 6, 2019
- 00:00
Help where it’s needed
Advisor John Gowans and his wife, Carol, have been visiting Haiti annually since the devastating 2010 earthquake. "You get more out of it than you…
- By: Geoff Kirbyson
- February 15, 2013 November 6, 2019
- 00:00
Volunteering as a way of life
ScotiaMcLeod's Glen Way has managed to combine his love of sports with the sustained commitment to helping children in need. "It's an excuse for me…
- By: Rudy Mezzetta
- February 15, 2013 November 6, 2019
- 00:00
Running as if lives depend on it
Brian Culbert, an advisor with CIBC Wood Gundy, has raised hundreds of thousands of dollars for children's health around the world. The money helps to…
- By: Jade Hemeon
- February 15, 2013 November 6, 2019
- 00:00
Helping Santa make it to needy families
Advisor Konrad Kopacz is the director of marketing for a Toronto-based charity that helps children in shelters. He spends several hours a week looking for…
- By: Dwarka Lakhan
- February 15, 2013 November 6, 2019
- 00:00
A trunk full of turkeys
Jonathan Lewis, a financial advisor with Eastport Financial in Halifax, says that life events have helped him appreciate how difficult lack of resources can be…
- By: donalee Moulton
- February 15, 2013 November 6, 2019
- 00:00
Hope for the challenged
Advisor Debbie Mealia has come up with an innovative way for mentally and physically disabled adults in the Vancouver area to support themselves
- By: Geoff Kirbyson
- February 15, 2013 November 6, 2019
- 00:00
Always raising the bar
Paul Williamson is known as "Mr. Double-up" because of his knack for doubling fundraising goals. Last autumn, he won the Queen Elizabeth II Diamond Jubilee…
- By: Geoff Kirbyson
- February 15, 2013 November 6, 2019
- 00:00
Riding across Canada for ALS
Hal Spelliscy, a portfolio manager with Raymond James in Kelowna, B.C., has been volunteering and raising money for causes related to ALS for 23 years,…
- By: Fiona Collie
- February 15, 2013 November 6, 2019
- 00:00
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