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
Top Stories in In Depth
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
Furry friends
Charity starts at home for Andrea Kladar, who developed a love of animals while growing up on a farm
- By: donalee Moulton
- February 15, 2013 November 6, 2019
- 00:00
A “Great One” on his own terms
Jim Mignault, an advisor with Investors Group, turned the early loss of his cousin to diabetes into a spark that ignited a lifelong desire to…
- By: Brent Jolly
- February 15, 2013 November 6, 2019
- 00:00
Support the arts, support the place
With the launch of Live@99, Will Prinzen, a financial advisor in Ingersoll, Ont., is helping musicians who struggle to live by their craft. Prinzen also…
- By: Megan Harman
- February 15, 2013 November 6, 2019
- 00:00
Giving like Santa all year round
In segment one of a three-part series Giving Back -- about advisors who are donating considerable time to charitable activities -- Konrad Kopacz, director of…
- By: Paula Virany, Konrad Kopacz
- February 15, 2013 October 12, 2019
- 00:00
Making time for fun
THANKS TO ADAM WOODWARD, senior vice president and investment advisor with Toronto-based Macquarie Private Wealth Inc. in Calgary, more than 960 kids and their parents…
- By: Clare O’Hara
- February 15, 2013 November 6, 2019
- 00:00
Looking at risk from the good side
If clients have a good understanding of the investment risks they are taking, they won't worry so much about their portfolios
- By: Dwarka Lakhan
- February 14, 2013 October 30, 2019
- 17:00
One flaw that can ruin a succession plan
In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you…
- By: Jim Ruta, Paula Virany
- February 13, 2013 October 30, 2019
- 10:30
Five musts for successful educational seminars
Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your…
- By: Dan Richards, Mark Chabot
- February 11, 2013 October 30, 2019
- 06:00
Last unwill and testament
In part four, Jim Ruta reads from his “Last unwill and testament,” a comedic, yet serious document that highlights the need for a will and…
- By: Jim Ruta, Paula Virany
- February 7, 2013 October 30, 2019
- 16:45
National Bank CEO honoured
Investment Executive’s sister publication names Louis Vachon the 2012 Quebec Financial Person of the Year
- By: IE Staff
- February 5, 2013 January 22, 2018
- 23:00
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
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
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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
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
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