Contemplating leverage
Advisors must consider financial and behavioral factors when assessing the suitability of leverage
- By: Jade Hemeon
- October 22, 2012 October 31, 2019
- 14:20
Top Stories in In Depth
Run an effective client advisory board meeting
Lisa Applegath and Tom Trimble, investment advisors, The Applegath Group with CIBC Wood Gundy in Toronto, explain how client advisory board meetings help them achieve…
- By: Dan Richards, Lisa Applegath, Tom Trimble
- October 22, 2012 October 30, 2019
- 05:00
Boomers must balance retirement savings with paying down debt
Goshka Folda, senior managing director, Investor Economics, outlines the major demographic trends that will influence investment decisions. She says advisors must encourage clients to overcome…
- By: Goshka Folda
- October 17, 2012 December 15, 2017
- 11:30
Successful succession keeps business in the family
Keeping it in the Family: Successful Succession In segment seven, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, has…
- By: Jim Ruta, Doug Nelson
- October 17, 2012 October 30, 2019
- 05:50
Webinars deliver higher profile and new clients
Ed Rempel, certified financial planner at Brampton, Ont.-based Ed Rempel and Associates, uses webinars and blogging to increase his profile and create leads. Rempel explains…
- By: Dan Richards, Ed Rempel
- October 15, 2012 October 30, 2019
- 06:00
U. S. clients in Canada
Relief from U. S. tax rules won't help most complex situations
- By: Rudy Mezzetta
- October 11, 2012 November 6, 2019
- 23:00
IRS targets mutual funds
U. S. rules that cover Canadian mutual funds could make holding these funds far less attractive for some clients. Advisors need to be aware of…
- By: Rudy Mezzetta
- October 11, 2012 November 6, 2019
- 23:00
Offering education, trust and experience
DOUG BIEHN, A CERTIFIED financial planner with Viking Wealth Management Inc. in Humboldt, Sask., is benefiting from a surge of newcomers to his rural community,…
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
Helping clients build new bridges
Lynette Gao has established a thriving practice serving newcomers who need help understanding Canada's system
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
Observing the limits of your tax expertise
The complexities of tax law mean that advisors must step carefully in this area or risk liability. Consider having a network of experts in place…
- By: Geoff Kirbyson
- October 11, 2012 November 6, 2019
- 23:00
Client confusion persists
Many holders of TFSAs get caught overcontributing because they don't understand the rules. More education by financial advisors, institutions and the CRA is needed
- By: Geoff Kirbyson
- October 11, 2012 November 6, 2019
- 23:00
Taxation: The hunt for cash
Tough balancing act for governments looking for revenue
- By: Rudy Mezzetta
- October 11, 2012 October 19, 2019
- 23:00
Watch out for residence of trusts
Following a series of recent, significant judgments, it has become crucial to know where your clients' trusts are actually managed. Failure to stay on top…
- By: Jim Middlemiss
- October 11, 2012 November 6, 2019
- 23:00
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