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…
Like Jane, join a network that’s invested in you.
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.
Learn how a reverse mortgage can be used to retain possession of the family home.
Learn how the equity your clients have built in their primary residence can be used to renovate their vacation property.
Have You Thought About What Season Your Practice is in?
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.
Have You Thought About What Season Your Practice is in?
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace…
This article from Microsoft Canada highlights how Canaccord Genuity is leveraging Microsoft Azure to enhance its client experience and drive digital transformation.
The Seasons of an Advisor’s Practice: Winter, a time to reconnect, reflect and retreat
Opportunities still lie ahead for firms and investors.
“Discomfort [is] a necessary push toward growth.”
Understanding the connection between biodiversity and climate change mitigation is important for businesses to succeed. Learn why biodiversity matters, and how it impacts climate change,…