Helping seniors go digital
Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are…
- By: Wendy Cuthbert
- February 15, 2017 November 9, 2019
- 00:40
Top Stories in In Depth
Prepare for the next mystery shop
Ellen Bessner and Dan Richards discuss the key takeaways from the OSC's 2015 mystery shop exercise and give tips on handling regulators' upcoming mystery shops…
- By: Dan Richards, Ellen Bessner
- February 14, 2017 November 9, 2019
- 06:00
Denis Berthiaume: 2016 Quebec Financial Personality of the Year
Martin Thibodeau, Richard Legault, Robert Frances, Louis Allard, Francis Sabourin and Gilles Garon were also honoured at FI’s annual gala event in Montreal
- By: IE Staff
- February 8, 2017 November 9, 2019
- 07:00
Three shortcuts that can cause legal trouble
Ellen Bessner and Dan Richards discuss three common advisor shortcuts that can lead to lawsuits in the long term (Part 2 of 8)
- By: Dan Richards, Ellen Bessner
- February 6, 2017 November 9, 2019
- 15:10
Better times
Some provinces may face challenges in curbing carbon emissions
- By: Patricia Chisholm
- February 1, 2017 November 9, 2019
- 00:59
Advisors don’t impress young investors
Trustworthiness and honesty are issues for the majority of younger demographic
- By: Tessie Sanci
- February 1, 2017 November 9, 2019
- 00:56
A strong Ontario faces trade concerns
Canada's largest economy is benefiting from public and private spending, but U.S. protectionism may hamper growth
- By: Jade Hemeon
- February 1, 2017 November 9, 2019
- 00:49
Is the worst over for Alberta?
Although the energy sector is struggling and unemployment remains high, rising oil prices should bring some relief to Alberta
- By: Rudy Mezzetta
- February 1, 2017 November 9, 2019
- 00:48
A prosperous outlook for B.C. continues
While home sales are slowing and growth is likely to ease slightly, the outlook for B.C. remains among the country's brightest
- By: Brian Lewis
- February 1, 2017 November 9, 2019
- 00:47
Quebec looks ahead to better times
After years of high deficits and stalled employment, a shift to balanced books, more investment and rising exports is boosting the province's fortunes
- By: donalee Moulton
- February 1, 2017 November 9, 2019
- 00:46
Changing places on the Prairies
In a reversal of the recent past, Saskatchewan has been battered by low prices for resources, while Manitoba is posting solid, if not spectacular, gains
- By: Bruce Johnstone
- February 1, 2017 November 9, 2019
- 00:45
Forecast for the east: Cool and overcast
Plagued by low prices for resources and difficulty in retaining younger workers, most of Atlantic Canada faces slower GDP growth. But an uptick in wages…
- By: donalee Moulton
- February 1, 2017 November 9, 2019
- 00:43
Looking to a changing frontier
From diamonds to airports and research stations, the North is continuing to grow. But the optimism is uneven, with the Yukon facing a decline in…
- By: donalee Moulton
- February 1, 2017 November 9, 2019
- 00:40
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