Asset mix is critical in managing risk
The advisor's role is to balance risks in prudent and intelligent ways to help clients avoid outliving their savings
- By: Dwarka Lakhan
- February 28, 2013 October 30, 2019
- 00:00
Latest news in Special Reports
Avoiding the most common mistake insurance advisors make
In part seven, Jim Ruta answers the question: What is the most common mistake that insurance advisors make? Ruta explains this common mistake that can…
- By: Jim Ruta, Paula Virany
- February 27, 2013 October 30, 2019
- 09:40
Get your firm featured on the news
Clay Gillespie, managing director at Rogers Group Financial in Vancouver, explains how your firm can become a featured source of information to the news media.…
- By: Dan Richards, Clay Gillespie
- February 25, 2013 October 30, 2019
- 07:15
Strategies for managing preferred shares: part 2
James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, drills down to specifics of how to manage preferred shares. He…
- By: James Hymas
- February 22, 2013 October 31, 2019
- 12:30
Canadian equities roundtable: part 3
Manager picks in financial services and other non-resource sectors
- By: Sonita Horvitch
- February 22, 2013 February 22, 2013
- 06:15
The expanding world of preferred shares: part 1
James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, explains how preferred shares can be used in portfolio construction for…
- By: James Hymas
- February 21, 2013 October 31, 2019
- 12:30
One easy opportunity that insurance advisors miss
In part six, Jim Ruta answers the question “Are there life insurance opportunities that advisors miss?” He explains how to turn this gap in service…
- By: Jim Ruta, Paula Virany
- February 21, 2013 October 30, 2019
- 11:15
Generating income with ETFs
ETFs can be used to access a variety of income products, beyond basic bond index exposure
- By: Jade Hemeon
- February 21, 2013 February 21, 2013
- 06:15
Canadian equities roundtable: part 2
Opportunities in struggling resources sectors
- By: Sonita Horvitch
- February 21, 2013 February 21, 2013
- 06:00
Going the distance for kids
Glen Way, senior wealth advisor with ScotiaMcLeod in Brampton, Ont., explains the impact one person can make with mentoring and cycling across Canada to help…
- By: Rudy Mezzetta, Glen Way
- February 20, 2013 October 12, 2019
- 10:21
A preferred source of income
Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too
- By: Jade Hemeon
- February 20, 2013 October 31, 2019
- 06:30
Canadian equities roundtable: part 1
Three fund managers discuss value strategies for leaner times
- By: Sonita Horvitch
- February 19, 2013 February 19, 2013
- 17:00
Climbing every mountain for Sick Kids
Brian Culbert, investment advisor and first vice president at CIBC Wood Gundy, speaks about his charitable work that has raised about $250,000 for Sick Kids…
- By: Jade Hemeon, Brian Culbert
- February 19, 2013 October 12, 2019
- 14:55
Options for income in a low interest rate world
Help clients build a portfolio that provides a blend of different types of income
- By: Jade Hemeon
- February 19, 2013 October 31, 2019
- 06:20
Engage clients with daily blogging
David Allard, portfolio manager, Bell Allard Wealth Management at ScotiaMcLeod, describes how to create a blog that provides daily communication and updates to clients. Allard…
- By: Dan Richards, David Allard
- February 16, 2013 October 30, 2019
- 06:30
Help where it’s needed
Advisor John Gowans and his wife, Carol, have been visiting Haiti annually since the devastating 2010 earthquake. "You get more out of it than you…
- By: Geoff Kirbyson
- February 15, 2013 November 6, 2019
- 00:00
Volunteering as a way of life
ScotiaMcLeod's Glen Way has managed to combine his love of sports with the sustained commitment to helping children in need. "It's an excuse for me…
- By: Rudy Mezzetta
- February 15, 2013 November 6, 2019
- 00:00
Running as if lives depend on it
Brian Culbert, an advisor with CIBC Wood Gundy, has raised hundreds of thousands of dollars for children's health around the world. The money helps to…
- By: Jade Hemeon
- February 15, 2013 November 6, 2019
- 00:00
Helping Santa make it to needy families
Advisor Konrad Kopacz is the director of marketing for a Toronto-based charity that helps children in shelters. He spends several hours a week looking for…
- By: Dwarka Lakhan
- February 15, 2013 November 6, 2019
- 00:00
A trunk full of turkeys
Jonathan Lewis, a financial advisor with Eastport Financial in Halifax, says that life events have helped him appreciate how difficult lack of resources can be…
- By: donalee Moulton
- February 15, 2013 November 6, 2019
- 00:00
Hope for the challenged
Advisor Debbie Mealia has come up with an innovative way for mentally and physically disabled adults in the Vancouver area to support themselves
- By: Geoff Kirbyson
- February 15, 2013 November 6, 2019
- 00:00
Always raising the bar
Paul Williamson is known as "Mr. Double-up" because of his knack for doubling fundraising goals. Last autumn, he won the Queen Elizabeth II Diamond Jubilee…
- By: Geoff Kirbyson
- February 15, 2013 November 6, 2019
- 00:00
Riding across Canada for ALS
Hal Spelliscy, a portfolio manager with Raymond James in Kelowna, B.C., has been volunteering and raising money for causes related to ALS for 23 years,…
- By: Fiona Collie
- February 15, 2013 November 6, 2019
- 00:00
Furry friends
Charity starts at home for Andrea Kladar, who developed a love of animals while growing up on a farm
- By: donalee Moulton
- February 15, 2013 November 6, 2019
- 00:00
A “Great One” on his own terms
Jim Mignault, an advisor with Investors Group, turned the early loss of his cousin to diabetes into a spark that ignited a lifelong desire to…
- By: Brent Jolly
- February 15, 2013 November 6, 2019
- 00:00