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…
In part three, George Hartman, managing partner with Elite Advisors Canada, explains how to prepare yourself emotionally and financially for succession.
Investment Executive’s sister publication names Louis Vachon Quebec’s Financial Personality of the Year
Bob Vandewater, an investment advisor with CIBC Wood Gundy in Winnipeg, has spent more than half a century with that firm. His loyalty was inspired…
Converting to a defined-contribution plan can have a major impact on your clients' retirement. Learn how to help them make the best choices
In part two, George Hartman, managing partner with Elite Advisors Canada, explains how putting off planning for your succession can diminish the value of your…
A recent history of very slow growth is hampering confidence, although there are signs that activity will pick up this year
Diving oil prices will slow everything, from office construction to employment growth. But prices could be back up this year
Rising exports to the U.S. and a recovering farming industry are good news. But weather and politics cloud the picture
Public-sector projects are stimulating construction industry growth, but mining is still a major driving force for the territories
Sliding oil prices will hit the Rock hard, but there are some places to shelter. Mining exports should increase in 2015, and there's good news…
Nova Scotia's economy is set to benefit from greater activity in the shipbuilding and offshore gas industries in the years ahead
The growing housing market in the U.S., combined with a lower Canadian dollar, bodes well for New Brunswick
Active ownership helps create long-term value for investors.
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…
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