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
Top Stories in In Depth
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
With new model, fund dealer aims to give advisors more freedom
FORTÜNA Wealth Management has planned the mix of compensation and culture to entice advisors.
- By: FORTÜNA Wealth Management
- December 11, 2023 December 7, 2023
- 09:00
How can advisors unlock their full earnings potential?
FORTÜNA Wealth Management’s new Shared Dealer Structure is turning the compensation model on its head.
- By: FORTÜNA Wealth Management
- November 13, 2023 December 7, 2023
- 08:00
Why invest in clean energy?
Government incentives and increasing cost-effectiveness provide a strong foundation for specialized asset managers
- By: Skyline
- October 2, 2023 October 3, 2023
- 08:30
What’s driving strong returns for apartments?
With rising demand and tight supply, multi-residential real estate may deliver predictability, consistency, and stability to investment portfolios.
- By: Skyline
- September 18, 2023 April 22, 2024
- 08:30
Challenging the Status Quo of the “Built to Flip” Investment Dealer
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
- By: Designed Securities
- September 18, 2023 September 18, 2023
- 08:30
Where is retail real estate thriving?
Everyday essentials represent an opportunity for investors concerned that consumers are poised to spend less.
- By: Skyline
- August 21, 2023 February 1, 2024
- 08:30
How can clients invest in the climate transition?
Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.
- By: Desjardins Group
- August 14, 2023 August 14, 2023
- 08:30
Why do investors need both core and thematic ESG funds?
Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.
- By: Desjardins Group
- July 31, 2023 August 1, 2023
- 08:30
How can advisors better manage KYP and KYC for ESG investments?
Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client…
- By: Desjardins Group
- July 17, 2023 July 7, 2023
- 08:30
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
How can investors capitalize on resource optimization?
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…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 10, 2026
- 08:00
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
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