Brokerage Report Card 2024 main chart
How investment advisors rated their firms’ support offerings and tools
- By: IE Staff
- June 5, 2024 June 4, 2024
- 09:16
Top Stories in In Depth
Creativity, Innovation, and the Future of Investment Dealers for the next generation of advisors
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about a new way of competing in the crowded investment dealer…
- By: Designed Securities
- June 3, 2024 June 5, 2024
- 08:00
Energizing the Future: Skyline Clean Energy Fund’s Role in Canada’s Renewable Revolution
Learn about Skyline Clean Energy Fund, an equity growth fund offering investors access to renewable infrastructure assets backed by long-term government contracts. Skyline Clean Energy…
- By: Skyline
- May 13, 2024 May 13, 2024
- 07:00
What are buffer ETFs?
Learn how buffer ETFs provide downside protection compared to the market.
- By: BMO Global Asset Management
- April 22, 2024 April 22, 2024
- 13:27
Why investors should consider buffer ETFs
Find out why buffer ETFs can provide a solution in various market conditions.
- By: BMO Global Asset Management
- April 22, 2024 April 22, 2024
- 13:14
Are buffer ETFs suitable for your clients?
Learn how buffer ETFs can benefit investors by integrating risk management into their investment portfolios.
- By: BMO Global Asset Management
- April 22, 2024 April 29, 2024
- 13:00
Designed Securities’ Blue Ocean Strategy: Customization, Lower Costs, and Increased Value for Advisors
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss a new way of competing in the crowded investment dealer market space.
- By: Designed Securities
- April 8, 2024 November 12, 2024
- 08:00
The Evolution of Structured Products for the Modern Era
BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
How Structured Notes Entered the Mutual Fund World
After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
How One Advisor Doubled His Book in Six Years
Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
Navigating the Future with Skyline Apartment REIT
Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.
- By: Skyline
- February 12, 2024 February 13, 2024
- 07:00
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
How a new wealth management firm will be a changemaker
Michaël Fortin, the CEO of FORTÜNA Wealth Management, wants advisors to be able to make a positive change for their clients’ finances, their own finances,…
- By: FORTÜNA Wealth Management
- January 15, 2024 January 15, 2024
- 09:00
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
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
Canadian ETFs enter the metaverse
New funds hold several big names found in broad U.S. stock indexes
- By: Rudy Luukko
- January 24, 2022 January 24, 2022
- 00:15