2012 Dealers’ Report Card main chart
How advisors rated their firms
- May 23, 2012 November 16, 2019
- 23:00
Top Stories in In Depth
Communication is a top priority
Dealers that keep advisors in the loop and make themselves available received top ratings from reps
- By: Jade Hemeon
- May 23, 2012 November 16, 2019
- 23:00
Investment firms prime the social media pump
Firms share insights on the steps they are taking to prepare their advisors to use social media for client communications, while steering clear of regulatory…
- By: Fiona Collie
- May 23, 2012 November 16, 2019
- 09:30
Crafting your social media strategy, now that the regulators have spoken
Start your engines. With the regulatory landscape offering more guidance on the dos and don’ts of using social media, this may be the moment to…
- By: Fiona Collie
- May 22, 2012 November 16, 2019
- 09:45
Ex pro hockey player focuses on tax saving strategies for HNW clients
- By: Jim Ruta, Brian Scott
- May 17, 2012 October 30, 2019
- 10:00
2012 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He…
- By: Paula Virany
- May 16, 2012 December 15, 2017
- 17:40
Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica…
- By: Dan Richards, Chris Karram
- May 15, 2012 October 30, 2019
- 06:00
Nairne: Winning tax strategies for high net worth clients
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net…
- By: Dan Richards, Michael Nairne
- May 14, 2012 October 30, 2019
- 07:00
De Souza: Prospecting your way to success
In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million…
- By: Jim Ruta, Edgar De Souza
- May 10, 2012 October 30, 2019
- 07:30
De Souza: Inspire people to insure themselves well
In part 9 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., discusses his meteoric rise to the Million…
- By: Jim Ruta, Edgar De Souza
- May 3, 2012 October 30, 2019
- 10:00
Key themes of the 2012 Brokerage Report Card
Pablo Fuchs, senior editor of Investment Executive, and Olivia Li, staff writer, discuss the results of the 2012 survey. Bigger books of business and improved…
- By: Pablo Fuchs
- April 30, 2012 October 31, 2019
- 13:30
Two-way communication with regulators requires transparency
Ellen Bessner, a litigation partner at Cassels Brock & Blackwell LLP, describes her experience with regulators when defending her clients. She says regulators ought to…
- By: Gavin Adamson, Ellen Bessner
- April 30, 2012 October 30, 2019
- 10:20
A caregiving plan for sandwich generation clients
Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope…
- By: Jason Round
- April 27, 2012 October 31, 2019
- 13:30
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