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…
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.
Housing costs are a growing worry, BMO index finds
With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…
Have You Thought About What Season Your Practice is in?
Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Editorial: Now, they need to ensure it’s done right.
Clients with windfalls need to diversify and mitigate risk
In order to assess the value of your business, you must look beyond AUM, revenue and expenses
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
Clients don’t have to give up returns to embrace RI
Lessons learned after the B.C. floods
There’s more to the recent disaster in southwestern B.C. than nature gone wild. People played a major role