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
Top Stories in In Depth
Zavitz on mistakes and rewards
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, discusses mistakes new advisors make and the most rewarding part of her work. She…
- By: Jim Ruta, Terry Zavitz
- June 21, 2012 October 30, 2019
- 13:00
Staying in control with RDSPs
RDSPs can allow disabled individuals to have some authority over their finances
- By: Fiona Collie
- June 21, 2012 October 31, 2019
- 06:30
Firms step up on products
Advisors praise their firms' efforts in providing comprehensive product shelves
- By: Jade Hemeon
- June 20, 2012 October 31, 2019
- 23:00
Banks seen as pillars of stability
The high standing of Canadian banks among their global peers is helping advisors attract clients and retain business
- By: Gian Verano
- June 20, 2012 October 31, 2019
- 23:00
Marketing efforts pay off for firms
Strong branding initiatives were praised significantly by advisors, as were certain marketing support strategies
- By: Johnna Ruocco
- June 20, 2012 October 31, 2019
- 23:00
Divergent views on leadership
Financial advisors who work at deposit-taking institutions are increasingly of two minds when it comes to the leadership of their firms
- By: Brent Jolly
- June 20, 2012 October 31, 2019
- 23:00
Advisors are of two minds on their pay
Firms are doing better than ever when it comes to compensation, but advisors still see much room for improvement
- By: Clare O’Hara
- June 20, 2012 October 31, 2019
- 23:00
Continued improvements please advisors
Financial advisors surveyed for the Report Card say they like the stability of their firms
- By: Rudy Mezzetta
- June 20, 2012 October 31, 2019
- 23:00
2012 Report Card on Banks & CUs main chart
How advisors rated their firms
- June 20, 2012 October 31, 2019
- 23:00
Feeling the pinch
Advisors experience some steep declines in their productivity
- By: James Langton
- June 20, 2012 October 31, 2019
- 23:00
Ratings rise, but there’s still work to do
Firms in the survey still have some gaps to close
- By: Clare O’Hara
- June 20, 2012 October 31, 2019
- 23:00
Embracing trusts
A trust can assure clients that their disabled child will be looked after when they’re gone
- By: IE Staff
- June 20, 2012 October 31, 2019
- 06:30
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