Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss a new way of competing in the crowded investment dealer market space.
BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.
After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.
Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.
Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.
Michaël Fortin, the CEO of FORTÜNA Wealth Management, wants advisors to be able to make a positive change for their clients’ finances, their own finances,…
FORTÜNA Wealth Management has planned the mix of compensation and culture to entice advisors.
FORTÜNA Wealth Management’s new Shared Dealer Structure is turning the compensation model on its head.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
Avenue Living executives Jason Jogia and Gabriel Millard collaborated with Grant A. Wilson, Ph.D., University of Regina, to examine how financial advisors perceive, personally invest…
Learn why a reverse mortgage is a better way to tap into home equity.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore conflicts of interest, and unfair advantages for large investment dealers.
Learn how a reverse mortgage can help.
Designed Securities Ltd. partners Gillian Kunza, CEO and Michael Konopaski, CFO explore how dealers misrepresent and overuse the term “independence”.
Learn how a reverse mortgage can meet your clients’ evolving objectives
The U.S. equity landscape is changing as key characteristics retreat from extremes.
The technology sector is attractive for its innovation and supported by macroeconomic trends, but it can also provide a rocky ride. Here’s a way to…
Like Brandon, join a network that’s invested in you.
Refocusing on company fundamentals favors quality stock picking.
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…
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…
Like Brandon and Jeffrey, join a network that’s invested in you.
Have You Thought About What Season Your Practice is in?
A narrow U.S. market potentially sets stage for excess returns.
