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
Latest news in Special Reports
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
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
Getting prepared for succession
In part three, George Hartman, managing partner with Elite Advisors Canada, explains how to prepare yourself emotionally and financially for succession.
- By: George Hartman, Grant McIntyre
- February 6, 2015 October 30, 2019
- 06:00
National Bank CEO leads Top 25
Investment Executive’s sister publication names Louis Vachon Quebec’s Financial Personality of the Year
- By: IE Staff
- February 4, 2015 October 21, 2019
- 08:00
Doing things right for 50 years
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…
- By: Geoff Kirbyson
- February 1, 2015 November 6, 2019
- 00:00
Pension primer: Navigating the switch to DC plans
Converting to a defined-contribution plan can have a major impact on your clients' retirement. Learn how to help them make the best choices
- By: Fiona Collie
- February 1, 2015 October 30, 2019
- 00:00
Getting started on your succession plan
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…
- By: George Hartman, Grant McIntyre
- January 30, 2015 October 30, 2019
- 06:00
Manitoba: Banking on the U.S. — and the sun
Rising exports to the U.S. and a recovering farming industry are good news. But weather and politics cloud the picture
- By: Geoff Kirbyson
- January 30, 2015 October 26, 2019
- 00:00
Mining is still key
Public-sector projects are stimulating construction industry growth, but mining is still a major driving force for the territories
- By: Clare O’Hara
- January 30, 2015 October 26, 2019
- 00:00
Stormy weather returns
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…
- By: Gavin Will
- January 30, 2015 October 26, 2019
- 00:00
A brighter outlook
Nova Scotia's economy is set to benefit from greater activity in the shipbuilding and offshore gas industries in the years ahead
- By: donalee Moulton
- January 30, 2015 October 26, 2019
- 00:00
Forestry to drive growth
The growing housing market in the U.S., combined with a lower Canadian dollar, bodes well for New Brunswick
- By: donalee Moulton
- January 30, 2015 October 26, 2019
- 00:00
Inching forward
Continued but muted growth is expected for P.E.I., with the aerospace and processed-foods industries as drivers
- By: Fiona Collie
- January 30, 2015 October 26, 2019
- 00:00
Out of the doldrums
Hitting a positive note in Ontario
- By: Jade Hemeon
- January 30, 2015 October 21, 2019
- 00:00
Declining oil & loonie are boons for B.C.
Rising U.S. demand, cheaper fuel and lower loonie are likely to push the B.C. recovery strongly forward, boosting incomes
- By: Brian Lewis
- January 30, 2015 October 26, 2019
- 00:00
Saskatchewan: Resources darken outlook on the prairies
Lower prices, from oil and potash to uranium, are crimping growth, although employment and spending remain relatively strong
- By: Bruce Johnstone
- January 30, 2015 October 26, 2019
- 00:00
Quebec: Improving, but still sluggish
A recent history of very slow growth is hampering confidence, although there are signs that activity will pick up this year
- By: Megan Harman
- January 30, 2015 October 26, 2019
- 00:00
Alberta: Gearing down, fast
Diving oil prices will slow everything, from office construction to employment growth. But prices could be back up this year
- By: Rudy Mezzetta
- January 30, 2015 October 26, 2019
- 00:00
‘So, you’re a rookie. Why should I work with you?’
How to instill trust despite a lack of experience
- By: Tessie Sanci
- January 29, 2015 October 30, 2019
- 12:05
Get advice to grow your business
Informational interviews can help you discover new networking opportunities and practice management strategies
- By: Fiona Collie
- January 29, 2015 October 30, 2019
- 11:21
Investment gurus share buying opportunities
Trades that are the most uncomfortable to make are often the best
- By: Jade Hemeon
- January 28, 2015 October 21, 2019
- 14:00
Refocus your referral conversations
Larry Distillio, director of financial advisor business management with Mackenzie Investments, discusses how advisors can boost referrals with specific “probe and record” questions, targeted strategies,…
- By: Fiona Collie, Larry Distillio
- January 28, 2015 October 30, 2019
- 12:15
Put the spotlight on your services
By better communicating your services in 2015, you can increase your share of wallet and your perceived value with clients
- By: Fiona Collie
- January 28, 2015 October 30, 2019
- 10:45