Finding the right mentor
A well-suited mentor is not necessarily someone who is more experienced than you, and he or she may even be in a different industry
- By: Tessie Sanci
- October 28, 2016 November 9, 2019
- 11:30
Top Stories in In Depth
The growing value of mentorship
Mentoring has many benefits for both junior advisors establishing their careers and senior advisors striving to keep up with changes in the industry
- By: Tessie Sanci
- October 27, 2016 November 9, 2019
- 09:30
Real access to real estate
Investors today are looking for solutions that provide stability, income and performance in the face of challenging market environments.
- October 26, 2016 November 10, 2019
- 15:00
Three new yearend tax tips for 2016
In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…
- By: Jamie Golombek
- October 26, 2016 November 9, 2019
- 09:25
Regulators propose dramatic expansion of KYP requirements
In part five of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Rebecca Cowdery
- October 24, 2016 November 9, 2019
- 05:30
An alternative to alternatives
Generate sustainable income by investing directly in renewable energy projects
- October 18, 2016 November 10, 2019
- 11:33
Regulators propose restrictions on titles and designations
In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
- By: Dan Richards, Lynn McGrade
- October 17, 2016 November 9, 2019
- 05:20
What’s new for 2016 yearend tax planning
There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31
- By: Jamie Golombek
- October 17, 2016 November 10, 2019
- 05:00
Significant changes to principal residence exemption
In part one of a three-part series about year-end tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…
- By: Jamie Golombek
- October 13, 2016 November 9, 2019
- 10:15
Replay: Yearend Tax Planning 2016
Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips
- By: Jamie Golombek
- October 13, 2016 November 9, 2019
- 09:55
Taking advantage of the CCB
The new Canada child benefit, introduced this past summer, replaces the Canada child tax benefit and the universal child care benefit. The CCB can be…
- By: Jim Middlemiss
- October 12, 2016 November 9, 2019
- 23:00
Corporate-class funds are changing
Investors will no longer be able to switch from one fund to another within these structures without potential tax liability, but tax strategies such as…
- By: Jade Hemeon
- October 12, 2016 November 9, 2019
- 23:00
Real estate flips and the CRA
Skyrocketing home prices in Vancouver and Toronto are attracting the attention of the CRA, which is boosting its surveillance of the higher-value transactions to look…
- By: Catherine Harris
- October 12, 2016 November 9, 2019
- 23:00
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
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