Steering SSQ’s great leap forward
SSQ is expanding rapidly across regions and product lines. Meet the man in charge of making sure that change also means success
- By: Megan Harman
- November 6, 2015 November 9, 2019
- 00:00
Top Stories in In Depth
Attracting retired prospects
Persuading baby boomers and retirees to leave the advisor with whom they have a relationship is a tough sell - unless you can prove that…
- By: Tessie Sanci
- November 6, 2015 November 9, 2019
- 00:00
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
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
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 15, 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
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