A knack for knowing what’s coming
The new head of the Canadian Exchange Traded Fund Association brings a wealth of legal, operating and administrative experience to guide the group in the…
- By: Jade Hemeon
- October 22, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Liberal plans could boost economic growth
Spending on infrastructure may benefit equities in the engineering and construction sector
- By: Rudy Mezzetta
- October 20, 2015 November 9, 2019
- 16:00
Are you too busy to get better?
Jim Ruta, president, AdvisorCraft Media and Consulting, discusses the consequences of being too busy to invest in yourself, and gives tips on how to build…
- By: Jim Ruta
- October 20, 2015 November 9, 2019
- 13:45
Investment industry ready to work with new Liberal government
Although organizations see differences between the Liberals and exiting Tories, they don’t expect a fundamental sea change
- By: James Langton
- October 20, 2015 November 9, 2019
- 09:40
Use visualization to improve client-meeting outcomes
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects…
- By: Dan Richards
- October 19, 2015 November 9, 2019
- 05:30
Investors Group experience serves Tory cabinet minister well
Candice Bergen says the emphasis that her former firm puts on the importance of client/advisor relationships has helped her develop strong connections with constituents
- By: Tessie Sanci
- October 15, 2015 November 9, 2019
- 11:00
Do you have a top-performance belief system?
- By: Jim Ruta
- October 15, 2015 November 9, 2019
- 06:15
Tax policy a key difference for political parties
While the Tories take a steady approach, the Liberals are proposing to cut taxes for the middle class and the NDP are proposing to raise…
- By: Rudy Mezzetta
- October 14, 2015 November 9, 2019
- 16:05
TFSA will outperform corporate investments for most business owners in 2015
Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services, explains that for most incorporated business owners in 2015, investing in a TFSA…
- By: Jamie Golombek
- October 13, 2015 November 9, 2019
- 15:35
Compensating your team for peak performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.
- By: Dan Richards
- October 12, 2015 November 9, 2019
- 18:00
Tax avoidance is top of mind for Green Party candidate
Cyrille Giraud’s focus on compliance and ethics in his role as an internal auditor with Peak Financial Group tie in with his desire to see…
- By: Megan Harman
- October 12, 2015 November 9, 2019
- 17:00
Timing and yearend tax planning
Several tax strategies result in greater savings when executed near the beginning or the end of a calendar year. These tips can help you to…
- By: Jim Middlemiss
- October 8, 2015 November 9, 2019
- 23:00
Newsmaker: Regulation, with a global focus
The AMF's Julien Reid is driven by a commitment to the protection of policyholders and customers
- By: Megan Harman
- October 8, 2015 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