Matching products to needs
Choice of investments can change in the de-accumulation phase. Reviewing the options
- By: Susan Yellin
- November 9, 2012 November 6, 2019
- 00:00
Top Stories in In Depth
ETF product pipeline just keeps flowing
Although investors like traditional index-linked ETFs, they also want products that meet specific needs
- By: Dwarka Lakhan
- November 9, 2012 October 30, 2019
- 00:00
GMWBs: Down, but not out
Diving interest rates and uncertain equities have led to major changes in the availability and features of guaranteed minimum withdrawal benefits. Some advisors are steering…
- By: Dwarka Lakhan
- November 9, 2012 November 6, 2019
- 00:00
The grey tsunami
The number of people over 100 is rising sharply, with younger groups close behind
- By: Jade Hemeon
- November 9, 2012 November 6, 2019
- 00:00
Seg funds still useful for some
These funds offered by insurers remain appealing for some clients because they combine the investment features of mutual funds and the guarantees of insurance. But…
- By: Megan Harman
- November 9, 2012 November 6, 2019
- 00:00
Using the TFSA for income-splitting
With no attribution, a family can contribute more to TFSAs
- By: Andy Bilski
- November 9, 2012 November 6, 2019
- 00:00
Annuities make a comeback
Once viewed as a product with limited uses and too many drawbacks, the certainty provided by an annuity is becoming more appealing. Many retiring boomers…
- By: Susan Yellin
- November 9, 2012 November 6, 2019
- 00:00
Getting private shares out of RRSPs
Clients who hold private company shares in their RRSPs or RRIFs should be aware of recent changes that might expose them to a punitive new…
- By: Rudy Mezzetta
- November 9, 2012 November 6, 2019
- 00:00
Putting the mortgage in its place
With low interest rates and rising house prices, many Canadians are carrying mortgage debt into retirement. While that's not necessarily always a poor choice, clients…
- By: Andy Bilski
- November 9, 2012 November 6, 2019
- 00:00
Using rent to keep the house
Many older clients find themselves with valuable homes but too little cash. Renting part of the house might avoid selling or remortgaging
- By: Catherine Harris
- November 9, 2012 November 6, 2019
- 00:00
“Grey divorce” carries financial risks
Ending a marriage later in life can mean a big financial hit, as well as lots of new issues with adult children. Planning ahead can…
- By: Fiona Collie
- November 9, 2012 November 6, 2019
- 00:00
Making the best of the new OAS rules
Age eligibility for old-age security is changing because of looming funding problems as the population ages. But clients most affected by the new rules will…
- By: Catherine Harris
- November 9, 2012 November 6, 2019
- 00:00
How to get clients out of cash
Even though low interest rates mean returns that lag inflation, many older clients remain extremely averse to taking almost any risks in today's volatile markets.…
- By: Geoff Kirbyson
- November 9, 2012 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