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Lifting the veil on RI screening

There is wide variation when it comes to how managers choose RI investments

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The ABCs of ESG

Environmental, social and governance issues are the three pillars of responsible investing

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What is responsible investing, anyway?

Learn the background behind a concept that is much more than a passing trend

  • By: Leah Golob
  • November 4, 2019 November 9, 2019
  • 00:02

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

Learning the language of the next generation

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…

New Laws Suggest Long-Term GICs are Portfolio Mainstay

As new CDIC legislation comes into effect, Equitable Bank’s CEO Andrew Moor shares his insights on how Advisors can benefit from the expanded protection through…

Accessing home equity wealth for retirement planning needs

This Partner Report from Equitable Bank outlines how clients can access home wealth through a reverse mortgage to support retirement planning needs.

New CDIC Coverage Creates a Better Safe Haven for U.S. Cash

This Partner Report from Equitable Bank outlines a new low-risk opportunity for Advisors to add yield to their clients' U.S. savings on the back of…

Fitch boosts Canadian coverage

Credit rating agency adding five senior analysts to it Toronto office

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

A win/win proposition

Clients don’t have to give up returns to embrace RI

  • By: Leah Golob
  • January 6, 2020 October 29, 2019
  • 00:01

Making an impact

Once a misunderstood niche area of RI, impact investing is attracting attention and assets

  • By: Katie Keir
  • December 16, 2019 November 18, 2019
  • 00:01

Why attend our ETF Summit

This event is now available for complimentary viewing across Canada via our Virtual Conference

    What is Canada Life doing to support advisors during these uncertain times?

    Steve Fiorelli, SVP Wealth Solutions, Canada Life, shares what the company is doing to support advisors in today’s uncertain times—and beyond.

    What trends are you seeing that can help advisors manage their business, particularly when markets are volatile?

    Steve Fiorelli, SVP Wealth Solutions, Canada Life, discusses long-term shift towards managed solutions, and how advisors can leverage these solutions to focus on constructing resilient…

    How can an insurance company meet my wealth management needs?

    Steve Fiorelli, SVP Wealth Solutions, Canada Life, provides insight into how an insurance company is in a unique position to help with your wealth management…