Facing the fear
B.C. advisor Vince McKay says that the challenges that come with spelunking through the austere — and potentially dangerous — beauty of underground caves on…
- By: Brian Lewis
- February 22, 2012 November 6, 2019
- 12:51
Top Stories in In Depth
Dirt, adrenalin and endurance
A love for enduro dirt-bike racing has taken financial advisor Bruce Moffatt all over the world. But the local scenery plays second fiddle to wrangling…
- By: Olivia Li
- February 22, 2012 November 6, 2019
- 12:47
Up where the air is rare
Alberta advisor Ed Bootle often ditches the Mercedes and heads for the mountains with his young children or old friends. “You have to make your…
- By: Geoff Kirbyson
- February 22, 2012 November 6, 2019
- 12:43
Profit from retirement
As baby boomers retire, their needs will become more complex, requiring advisors to reorient their strategies
- By: Dwarka Lakhan
- February 22, 2012 October 30, 2019
- 12:11
Top five mobile apps for financial advisors
Enhance your productivity with apps that help you access your PC remotely, plan your day, and more
- By: Danny Bradbury
- February 21, 2012 October 30, 2019
- 19:00
Communicate fully at every stage of your succession plan
George Hartman, managing director at Accretive Advisors, explains why it’s important to communicate your succession plan to stakeholders at every stage of the process. Let…
- By: Gavin Adamson, George Hartman
- February 21, 2012 October 30, 2019
- 18:00
How to choose a mobile device for your business
Smartphones, tablets and ultrabooks can all help you be productive on the road. Which format is best for you?
- By: Danny Bradbury
- February 20, 2012 October 30, 2019
- 17:20
Think twice before you Google a prospective employee or client
Using social media for background checks in a business context can violate privacy legislation
- By: Fiona Collie
- February 16, 2012 February 16, 2012
- 12:20
Planning for entrepreneurs and their families
Dean Taylor, a financial advisor with Assante Capital Management in Collingwood, Ont., has grown his practice by focusing on financial, tax and estate planning for…
- By: Dan Richards, Dean Taylor
- February 15, 2012 October 30, 2019
- 16:00
Help your clients prepare for de-accumulation
Tina Di Vito, head of the BMO Retirement Institute and author of “52 ways to Wreck Your Retirement... and how to rescue it” discusses the…
- By: Tina Di Vito
- February 10, 2012 December 15, 2017
- 10:20
Desjardins CEO honoured with award
Investment Executive’s sister publication names Monique Leroux the 2011 Quebec Financial Person of the Year
- By: IE Staff
- February 8, 2012 February 8, 2012
- 14:20
How keeping personal goals can boost your business
Eileen Chadnick, founder of Big Cheese Coaching in Toronto, explains how setting and keeping personal resolutions impact an advisor’s practice. She spoke with Investment Executive…
- By: Fiona Collie, Eileen Chadnick
- February 6, 2012 October 30, 2019
- 13:50
How to shop for a book of business
If you want to be a successful buyer in a seller’s market, you must stand out against all the other advisors who might also want…
- By: George Hartman
- February 6, 2012 November 6, 2019
- 13:13
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