Harbaljit Kahlon is a big supporter of eliminating the Family Tax Cut and putting in place policies catered to the middle class
ETFs can provide investors with diversified fixed-income exposure, at a lower trading cost than they could achieve on their own
Start with an effective bio, header image and profile picture
Using different types of income from a variety of sources can help clients minimize risks
All major political parties have made pensions and retirement income a major focus in this year’s federal election campaign
Part three of a three-part fixed-income roundtable
Adrian Walrath, assistant director, Investment Industry Association of Canada (IIAC), says advisors must be prepared to explain discrepancies between the fee and charges reports and…
Mutual fund rules are coming to exchange-traded funds
Data collection and transmission are key elements of CRM2. Map out your digital strategy
Preparation is still the best way to avoid hearing from obsi
The new cost and performance reports mark a fundamental shift
By yearend, firms must report market value, position cost and DSCs
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…
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…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
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…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds