HNW support services in high demand
Insurance advisors who work with well-heeled clients are looking for all-encompassing support services and competitive product pricing
- By: Fiona Collie
- July 25, 2012 October 31, 2019
- 23:03
Top Stories in In Depth
Insurance advisors see big rebound
The past year has been a time of resurgence, as insurance reps saw their asset bases and client bases grow vs the previous year
- By: James Langton
- July 25, 2012 October 31, 2019
- 23:02
2012 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- July 25, 2012 October 31, 2019
- 23:01
Reps see room for improvement
Some dissatisfaction has entered the fray however, advisors say there's still much to be positive about
- By: Clare O’Hara
- July 25, 2012 October 31, 2019
- 23:00
Caskey: Three RESP scenarios
Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, outlines three different RESP scenarios that advisors can discuss with clients.…
- By: Cynthia Caskey
- July 18, 2012 October 31, 2019
- 10:00
Education savings plans 101
Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, explains how advisors can help clients save for their children’s education.…
- By: Cynthia Caskey
- July 16, 2012 October 31, 2019
- 10:00
Beyond RESPs: alternative education saving strategies
Help clients save for a child’s education with these four tax-efficient options
- By: Clare O’Hara
- July 13, 2012 October 31, 2019
- 06:00
What clients need to know about RESPs
Educate clients to help them maximize grants and choose the right plan
- By: Clare O’Hara
- July 12, 2012 October 31, 2019
- 06:00
Grappling with the growing cost of education
As tuition climbs, advisors should urge clients to start planning early on
- By: Clare O’Hara
- July 11, 2012 October 31, 2019
- 06:10
Clients need to know you care
Mark Halpern, president and founder of illnessPROTECTION.com Inc. explains how to help clients plan financially for children with an illness or disability. He spoke with…
- By: Mark Halpern
- June 29, 2012 October 31, 2019
- 10:05
Zavitz: Events that bring referrals
Terry Zavitz, president at Zavitz Insurance Inc. and former chairwoman of Advocis, discusses seminars and events that bring referrals. She gives take on the future…
- By: Terry Zavitz
- June 28, 2012 October 30, 2019
- 13:55
The stages of divorce
Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how to clear the setbacks that can occur with divorcing clients. Stewart lists the stages clients…
- By: Karen Stewart
- June 25, 2012 October 31, 2019
- 13:00
Key tax considerations for clients with disabilities
Advisors should ensure clients are taking advantage of the DTC and other tax benefits
- By: Fiona Collie
- June 21, 2012 October 31, 2019
- 16:20
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