Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
Affluent clients very often are entrepreneurs or professionals who have spent a lifetime accumulating their wealth. They have worked long hours and have put many…
Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
Top clients expect top service 24/7
Wealth preservation is key — and so are returns
Managing the experts that ultra-rich clients need is a job in itself
Rising numbers of HNW clients are asking about socially responsible investing
Alternative investments may hold answers when clients seek both returns and stability
A sudden influx of cash needs careful management and planning
Estate planning is a top priority for business owners
Advisors who specialize in serving the affluent share their insights
Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
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…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds