The best of everything
Top clients expect top service 24/7
- By: Megan Harman
- October 15, 2017 November 9, 2019
- 00:09
Top Stories in In Depth
Risk and the high net-worth client
Wealth preservation is key — and so are returns
- By: Rudy Mezzetta
- October 15, 2017 November 9, 2019
- 00:08
Team players
Managing the experts that ultra-rich clients need is a job in itself
- By: Fiona Collie
- October 15, 2017 November 9, 2019
- 00:07
The wealthy and SRI: New priorities
Rising numbers of HNW clients are asking about socially responsible investing
- By: Fiona Collie
- October 15, 2017 November 9, 2019
- 00:06
“What are my options?”
Alternative investments may hold answers when clients seek both returns and stability
- By: Jade Hemeon
- October 15, 2017 November 9, 2019
- 00:05
Kids in a candy store
A sudden influx of cash needs careful management and planning
- By: Grant McIntyre
- October 15, 2017 November 9, 2019
- 00:04
All in the family
Estate planning is a top priority for business owners
- By: Jim Middlemiss
- October 15, 2017 November 9, 2019
- 00:03
Front row seats
Advisors who specialize in serving the affluent share their insights
- By: IE Staff
- October 15, 2017 November 9, 2019
- 00:02
Diversity, liquidity and safety
Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely
- By: Jade Hemeon
- October 15, 2017 August 22, 2022
- 00:01
Changes coming to passive investment rules?
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
- By: Kevin Wark
- October 13, 2017 November 9, 2019
- 13:55
Gearing up for yearend
There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…
- By: Jim Middlemiss
- October 13, 2017 November 9, 2019
- 12:01
U.S. tax reforms and your clients
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially…
- By: Dwarka Lakhan
- October 13, 2017 November 9, 2019
- 00:50
Taking control of paperwork
The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…
- By: Danny Bradbury
- October 13, 2017 November 9, 2019
- 00:50
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