With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…
Have You Thought About What Season Your Practice is in?
Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Editorial: Now, they need to ensure it’s done right.
Clients with windfalls need to diversify and mitigate risk
In order to assess the value of your business, you must look beyond AUM, revenue and expenses
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace…
This article from Microsoft Canada highlights how Canaccord Genuity is leveraging Microsoft Azure to enhance its client experience and drive digital transformation.
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
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…
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.
BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.
Credit rating agency adding five senior analysts to it Toronto office
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
Clients don’t have to give up returns to embrace RI
Learn how buffer ETFs provide downside protection compared to the market.
Find out why buffer ETFs can provide a solution in various market conditions.
Learn how buffer ETFs can benefit investors by integrating risk management into their investment portfolios.
Lessons learned after the B.C. floods
There’s more to the recent disaster in southwestern B.C. than nature gone wild. People played a major role