Building a career in the advisory business
Recruiters urge new advisors to master presentation skills, earn designations
- By: Megan Harman
- March 21, 2012 March 21, 2012
- 06:00
Top Stories in In Depth
Three “buckets” to keep your clients focused on retirement planning
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano…
- By: Dan Richards, Brett Strano
- March 20, 2012 October 30, 2019
- 14:00
The changing face of the industry
As older advisors retire, firms are placing a new emphasis on recruiting, training young talent
- By: Megan Harman
- March 20, 2012 March 20, 2012
- 06:00
Geller: Earn referrals by serving your clients properly
In part 2 of this 12-part series, Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., says that to be a top insurance performer you…
- By: Jim Ruta, Lawrence Geller
- March 15, 2012 October 30, 2019
- 07:00
Tax effectiveness, team work and philanthropy key to building success with entrepreneurs
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax…
- By: Dan Richards, John Horwood
- March 13, 2012 October 30, 2019
- 06:50
Living benefits for high income, low net worth clients
Inside the Advisor's Study: In the first of an exclusive, 12-part series on how to be a high performance insurance advisor, Jim Ruta, performance consultant…
- By: Jim Ruta, Lawrence Geller
- March 9, 2012 October 30, 2019
- 08:30
Keep your files in sync
Cloud-based storage and synchronization software can help you keep data up-to-date across multiple devices
- By: Danny Bradbury
- February 23, 2012 October 30, 2019
- 05:00
Finding bliss on the river
Financial planner Eric Church looks forward to his annual canoe trips as a chance to slow things down. He uses the time to reflect on…
- By: donalee Moulton
- February 22, 2012 November 6, 2019
- 15:08
Stable stories
Longtime insurance broker John Dargie has been raising and racing thoroughbreds for three decades
- By: Olivia Glauberzon
- February 22, 2012 November 6, 2019
- 14:45
The tranquil edge of urban life
Investors Group advisor Ryan Shoemaker has a passion for sailing
- By: Megan Harman
- February 22, 2012 November 6, 2019
- 14:38
Light in dark places
The wonder of underwater worlds keeps amateur diver Warren Lo searching for the stunning visuals that animate his photography
- By: Olivia Li
- February 22, 2012 November 6, 2019
- 14:29
A family of happy campers
Financial planner Emily Rae has been venturing into the wilderness since she was a child. “It makes me feel centred and calm,” she says, “and…
- By: Wendy Cuthbert
- February 22, 2012 November 6, 2019
- 14:24
A passion for pedalling
Greg Kennedy, a senior wealth consultant with Meridian Credit Union in Toronto, developed a love for cycling when he was living in British Columbia decades…
- By: Olivia Li
- February 22, 2012 November 6, 2019
- 14:17
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
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
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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
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
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