Are your clients invested in healthcare?
Healthcare has short-term defensive characteristics and long-term growth potential, but many Canadians are underinvested in this sector. Here’s one way to add healthcare, with high…
- By: Harvest ETFs
Top Stories in In Depth
With our support, you can focus on your clients
Like Jane, join a network that’s invested in you.
How can advisors boost their clients’ income?
A focus on growth industries and high-quality businesses—complemented by an active covered call strategy—can generate consistently high income, says Paul MacDonald, chief investment officer and…
- By: Harvest ETFs
- October 3, 2022 August 22, 2023
- 11:00
Join a network where your legacy is in good hands
Like Brandon and Jeffrey, join a network that’s invested in you.
- By: Desjardins Financial Security Independent Network
- October 3, 2022 October 21, 2022
- 08:30
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
Active U.S. Large Cap Managers Could Be Poised to Outperform
A narrow U.S. market potentially sets stage for excess returns.
- By: T. Rowe Price
- August 22, 2022 August 24, 2022
- 09:00
Financing the buyout of the marital home after a “grey divorce”
Learn how a reverse mortgage can be used to retain possession of the family home.
- By: HomeEquity Bank
- July 18, 2022 July 8, 2022
- 07:00
How to keep a vacation property in the family using a reverse mortgage
Learn how the equity your clients have built in their primary residence can be used to renovate their vacation property.
- By: HomeEquity Bank
- June 20, 2022 June 15, 2022
- 07:00
Debunking Myths About IFAs
Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult…
- By: Equitable Bank
- June 13, 2022 June 13, 2022
- 15:00
The Seasons of an Advisor’s Life: Summer, a time for exploration and change
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- June 7, 2022 May 31, 2022
- 08:00
Can IFAs help broach the insurance conversation with your clients?
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…
- By: Equitable Bank
- May 16, 2022 May 11, 2022
- 08:00
How financial planners are extending portfolio longevity – and their client book
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
- By: HomeEquity Bank
- April 18, 2022 April 11, 2022
- 08:45
How can clients balance inflation vs. the cost of life insurance?
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need…
- By: Equitable Bank
- April 11, 2022 April 7, 2022
- 08:45
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
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
Learning the language of the next generation
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:30
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