Top Stories in In Depth

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

OSC Dialogue: Regulator coping with dramatic changes in capital markets

Wetston says the OSC is keeping a close watch on the changes wrought by globalization, technological advancement and product innovation

By: Megan Harman
November 1, 2011 November 1, 2011
10:30

Designation boosts credibility

Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients…

By: Olivia Glauberzon
October 31, 2011 November 6, 2019
12:11

Get out your clipboard

In recent blog posts, lawyer Matthew Kelleher of McCarthy Tétrault LLP offers business owners tips on what to do before selling their company.

By: Fiona Collie
October 18, 2011 November 6, 2019
14:10

Helping small businesses cash out

Canadian tax laws give substantial breaks to small-business owners with active companies who are nearing retirement. Being available to help with the handoff can help…

By: Fiona Collie
October 18, 2011 November 6, 2019
13:58

Expert Advice

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

Magazines

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

Partner Reports

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…