Going up the country
Royal Bank of Canada financial planner Paul Millan gets away from the stresses of urban life and the demands of a busy job by reconnecting…
- By: Fiona Collie
- February 22, 2012 November 6, 2019
- 14:13
Top Stories in In Depth
The allure of fresh powder
Advisor Paul Wetmore, formerly a linebacker with the CFL’s B.C. Lions, now finds exhilaration by cat skiing in deep, fresh, untouched snow
- By: donalee Moulton
- February 22, 2012 November 6, 2019
- 14:07
Embracing the warmth of winter
At a time of the year when most urbanites are holed up indoors, financial advisor Kathryn Del Greco is putting in several hours on woodland…
- By: Rudy Mezzetta
- February 22, 2012 November 6, 2019
- 14:02
Walking off the workaday world
Hiking challenging trails while lugging a 15-kilogram pack has taught Christian Charest, an editor with Toronto-based Morningstar Canada, the value of editing his belongings. One…
- By: Jade Hemeon
- February 22, 2012 November 6, 2019
- 12:56
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
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
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