Protecting clients’ portfolios
Principal-protected products provide peace of mind for worried clients
- By: Rudy Mezzetta
- November 14, 2011 November 6, 2019
- 15:57
Top Stories in In Depth
An efficient, passive investment
Exchange-traded funds give you a wider range of options for building balanced portfolios for your clients
- By: Dwarka Lakhan
- November 14, 2011 November 6, 2019
- 15:49
Spousal RRSPs offer flexibility
While pension income can be split, spousal RRSPs offer more options for reducing household taxes
- By: Andrew Bilski
- November 14, 2011 November 6, 2019
- 15:36
Are PRPPs a good choice?
The federal government is proposing that companies without pension plans start offering pooled registered pension plans. But it’s not clear they are the best route…
- By: Catherine Harris
- November 14, 2011 November 6, 2019
- 15:26
Reducing risk with bonds
With stock markets still unsetttled, more RRSP investors may be receptive to adding bonds using low-cost funds or ETFs
- By: Andrew Allentuck
- November 14, 2011 November 6, 2019
- 15:08
Helping at the end
Working with older clients who are approaching retirement or already there can lead to more situations in which end-of-life tasks loom large
- By: Rosemary McCracken
- November 14, 2011 November 6, 2019
- 14:57
Ditch the beans and cold-water flat
Changes in latitude, changes in attitude. Many Canadians long to give up the daily grind and live where flowers bloom year-round, snow doesn’t exist and…
- By: Jade Hemeon
- November 14, 2011 November 6, 2019
- 14:45
Retiring retirement
The boomers are determined to “stay alive” in retirement, and many are renewing their engagement with the workplace to do so. You can help your…
- By: Jade Hemeon
- November 14, 2011 November 6, 2019
- 14:28
New CPP rules affect plans
Some clients will be able to begin collecting pension benefits while still working full-time. For others, the financial advantages of retiring later have increased
- By: Fiona Collie
- November 14, 2011 November 6, 2019
- 14:22
Inflation fighters cut longevity risk
While rising interest rates are not of immediate concern, even modest inflation can put clients’ future buying power in jeopardy. Some vehicles, such as real-return…
- By: Catherine Harris
- November 14, 2011 November 6, 2019
- 14:14
The word from the front lines
If your clients aren’t convinced of the importance of planning for life after work, perhaps they’ll take advice from those who can vouch for it…
- By: Megan Harman
- November 14, 2011 November 6, 2019
- 14:04
Post-work planning
Retirement brings much more than the end of regular work. Concerns about finances need to be supported by full discussions about how clients plan to…
- By: Megan Harman
- November 14, 2011 November 6, 2019
- 13:56
Family wealth one of the top issues for HNW clients
Graham Carter, an advisor and president and CEO of CAP Advisors Inc. in Toronto, describes the sorts of challenges that his clients face and how…
- By: Dan Richards, Graham Carter
- November 14, 2011 October 30, 2019
- 11:35
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