A whole new ball game
"Know your client" takes on new meaning when the person sitting across from you is a senior whose mental capacity may be diminished. Declining mental…
- By: Jim Middlemiss
- February 15, 2015 November 6, 2019
- 00:00
Top Stories in In Depth
A practice created for seniors
Nathan Kupusa has built a firm dedicated to guiding seniors through their financial decisions and other aspects of their lives. Solutions for Aging provides advanced…
- By: Megan Harman
- February 15, 2015 November 6, 2019
- 00:00
Aging clients are a family matter
How can you ensure that your clients' assets will stay within your practice when those clients eventually pass away? There are steps you can take…
- By: George Hartman
- February 15, 2015 November 6, 2019
- 00:00
A senior-friendly attitude
Making your practice amenable to elderly clients requires a sympathetic understanding of seniors' concerns - and an abundance of patience
- By: Dan Richards
- February 15, 2015 November 6, 2019
- 00:00
Newsmaker: Doing the right things
The job of the compliance department has never been more crucial. Kathleen Black, in her new role as head of the ACCP, takes on a…
- By: Patricia Chisholm
- February 15, 2015 October 30, 2019
- 00:00
Seniors: Eye on designations
Clients focus on designations and certifications
- By: Fiona Collie
- February 15, 2015 October 21, 2019
- 00:00
Books help advisors help seniors
These six volumes cover various aspects of helping your elderly clients manage their financial and lifestyle affairs. These books provide valuable advice for you -…
- By: George Hartman
- February 15, 2015 November 6, 2019
- 00:00
Not too old for insurance?
Many advisors incorrectly assume their senior clients are unable to qualify for life insurance. But many clients in their 60s and 70s are insurable -…
- By: Megan Harman
- February 15, 2015 November 6, 2019
- 00:00
Silver surfers: Tech for seniors
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology.…
- By: Danny Bradbury
- February 15, 2015 November 6, 2019
- 00:00
Tackling elder financial abuse
With senior clients being prime targets for fraud - even from family members - there are several signs you could be looking for to help…
- By: JoAnne Sommers
- February 15, 2015 November 6, 2019
- 00:00
Key tax strategies to consider
There are several tax credits that may be useful to your senior clients, at both the federal and provincial levels. In addition, many tax credits…
- By: Rudy Mezzetta
- February 15, 2015 November 6, 2019
- 00:00
A senior-friendly office
There are many ways to make your office a comfortable and positive place for visits by senior clients. These tips can enhance communication and reduce…
- By: Wendy Cuthbert
- February 15, 2015 November 6, 2019
- 00:00
Determining your exit options
In part four, George Hartman, managing partner with Elite Advisors Canada, outlines the pros and cons of various exit options for advisors, and gives tips…
- By: George Hartman, Grant McIntyre
- February 12, 2015 October 30, 2019
- 16:10
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
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 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
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