Partner Reports – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 08 Apr 2024 13:42:20 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Partner Reports – Investment Executive https://www.investmentexecutive.com 32 32 Designed Securities’ Blue Ocean Strategy: Customization, Lower Costs, and Increased Value for Advisors https://www.investmentexecutive.com/in-depth_/partner-reports/designed-securities-blue-ocean-strategy-customization-lower-costs-and-increased-value-for-advisors/ Mon, 08 Apr 2024 12:00:01 +0000 https://www.investmentexecutive.com/?p=483083 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.

The post Designed Securities’ Blue Ocean Strategy: Customization, Lower Costs, and Increased Value for Advisors appeared first on Investment Executive.

]]> The Evolution of Structured Products for the Modern Era https://www.investmentexecutive.com/in-depth_/partner-reports/the-evolution-of-structured-products-for-the-modern-era/ Tue, 02 Apr 2024 12:00:51 +0000 https://www.investmentexecutive.com/?p=476516 BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.

The post The Evolution of Structured Products for the Modern Era appeared first on Investment Executive.

]]> How Structured Notes Entered the Mutual Fund World https://www.investmentexecutive.com/in-depth_/partner-reports/how-structured-notes-entered-the-mutual-fund-world/ Tue, 02 Apr 2024 12:00:46 +0000 https://www.investmentexecutive.com/?p=482175 After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.

The post How Structured Notes Entered the Mutual Fund World appeared first on Investment Executive.

]]> How One Advisor Doubled His Book in Six Years https://www.investmentexecutive.com/in-depth_/partner-reports/how-one-advisor-doubled-his-book-in-six-years/ Tue, 02 Apr 2024 12:00:18 +0000 https://www.investmentexecutive.com/?p=476520 Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.

The post How One Advisor Doubled His Book in Six Years appeared first on Investment Executive.

]]> Navigating the Future with Skyline Apartment REIT https://www.investmentexecutive.com/in-depth_/partner-reports/navigating-the-future-with-skyline-apartment-reit/ Mon, 12 Feb 2024 12:00:56 +0000 https://www.investmentexecutive.com/?p=479599 Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.

The post Navigating the Future with Skyline Apartment REIT appeared first on Investment Executive.

]]> How a new wealth management firm will be a changemaker https://www.investmentexecutive.com/in-depth_/partner-reports/how-a-new-wealth-management-firm-hopes-to-be-a-changemaker/ Mon, 15 Jan 2024 14:00:21 +0000 https://www.investmentexecutive.com/?p=478239 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, and their communities.

The post How a new wealth management firm will be a changemaker appeared first on Investment Executive.

]]> With new model, fund dealer aims to give advisors more freedom https://www.investmentexecutive.com/in-depth_/partner-reports/with-new-model-fund-dealer-aims-to-give-advisors-more-freedom/ Mon, 11 Dec 2023 14:00:25 +0000 https://www.investmentexecutive.com/?p=476541 FORTÜNA Wealth Management has planned the mix of compensation and culture to entice advisors.

The post With new model, fund dealer aims to give advisors more freedom appeared first on Investment Executive.

]]> How can advisors unlock their full earnings potential? https://www.investmentexecutive.com/in-depth_/partner-reports/how-can-advisors-unlock-their-full-earnings-potential/ Mon, 13 Nov 2023 13:00:51 +0000 https://www.investmentexecutive.com/?p=474716 FORTÜNA Wealth Management’s new Shared Dealer Structure is turning the compensation model on its head.

The post How can advisors unlock their full earnings potential? appeared first on Investment Executive.

]]> Challenging the Status Quo of the “Built to Flip” Investment Dealer https://www.investmentexecutive.com/in-depth_/partner-reports/challenging-the-status-quo-of-the-built-to-flip-investment-dealer/ Mon, 18 Sep 2023 12:30:44 +0000 https://www.investmentexecutive.com/?p=471446 Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.

The post Challenging the Status Quo of the “Built to Flip” Investment Dealer appeared first on Investment Executive.

]]> Why global financial advisors embrace private REITs as strategic investments https://www.investmentexecutive.com/in-depth_/partner-reports/why-global-financial-advisors-embrace-private-reits-as-strategic-investments/ Mon, 19 Jun 2023 11:00:49 +0000 https://www.investmentexecutive.com/?p=467044 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 in, and advise clients about REITs.

The post Why global financial advisors embrace private REITs as strategic investments appeared first on Investment Executive.

]]>