Helping older, vulnerable clients
Ron Harvey has developed a sensitivity toward the financial concerns of his elderly clients. He regards his role as one of reassurance. "I become their…
- By: donalee Moulton
- November 6, 2015 November 9, 2019
- 00:00
Top Stories in In Depth
Using ETFs for retirement portfolios
With the rising flexibility of exchanged-traded funds (ETFs), it now is possible to build portfolios for retired clients using only ETFs. Two experts show how…
- By: Jade Hemeon
- November 6, 2015 November 9, 2019
- 00:00
Retirees need exposure to stocks
The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their…
- By: Jade Hemeon
- November 6, 2015 November 9, 2019
- 00:00
Don’t forget about spousal RRSPs
Families in which one spouse has no or little independent income may find that using a spousal RRSP remains a helpful way to split income.…
- By: Rudy Mezzetta
- November 6, 2015 November 9, 2019
- 00:00
The executor “minefield”
As a financial advisor, you are not permitted to act as executor for your clients. You can, however, offer valuable advice in helping your client…
- By: Jim Middlemiss
- November 6, 2015 November 9, 2019
- 00:00
Homebodies: Stay put or rent?
Selling the family home and renting in retirement can be an appealing idea: running a household becomes more convenient and bank accounts benefit from the…
- By: Catherine Harris
- November 6, 2015 November 9, 2019
- 00:00
The second (or third) time around
Older clients who remarry should tread carefully, especially if they are bringing significant assets into the relationship. In many cases, a marriage contract or pre-nuptial…
- By: Fiona Collie
- November 6, 2015 November 9, 2019
- 00:00
The long game: Post-90 planning
As average lifespans continue to set new records, some financial planners are routinely planning on the basis that clients will live to 100 years old.…
- By: Catherine Harris
- November 6, 2015 November 9, 2019
- 00:00
Seniors’ debt is on the rise
The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication
- By: donalee Moulton
- November 6, 2015 November 9, 2019
- 00:00
Smoothing out the post-work ride
Without employment income to steady volatile markets, retirees often look to insurance-related products, such as seg funds and other investment vehicles offering guaranteed returns, to…
- By: Megan Harman
- November 6, 2015 November 9, 2019
- 00:00
Going it alone in retirement
People in Canada who are single now outnumber those who are part of a couple. These singles are used to running their own show. However,…
- By: Jade Hemeon
- November 6, 2015 November 9, 2019
- 00:00
Grown kids can drain finances
Many parents are helping their adult children financially - to the point that some are even delaying retirement. You can help by setting up family…
- By: Wendy Cuthbert
- November 6, 2015 November 9, 2019
- 00:00
Portfolio managers anticipate an uptick in REIT prices
The market does not believe a big interest rate increase is in the cards, which spells good news for REITs
- By: Dwarka Lakhan
- November 5, 2015 November 9, 2019
- 07:45
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
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
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