Support the arts, support the place
With the launch of Live@99, Will Prinzen, a financial advisor in Ingersoll, Ont., is helping musicians who struggle to live by their craft. Prinzen also…
- By: Megan Harman
- February 15, 2013 November 6, 2019
- 00:00
Latest news in Special Reports
Giving like Santa all year round
In segment one of a three-part series Giving Back -- about advisors who are donating considerable time to charitable activities -- Konrad Kopacz, director of…
- By: Paula Virany, Konrad Kopacz
- February 15, 2013 October 12, 2019
- 00:00
Making time for fun
THANKS TO ADAM WOODWARD, senior vice president and investment advisor with Toronto-based Macquarie Private Wealth Inc. in Calgary, more than 960 kids and their parents…
- By: Clare O’Hara
- February 15, 2013 November 6, 2019
- 00:00
Feeding bodies and minds
Jeffrey Brumer, an advisor in Montreal, decided many years ago that it was important to share the warmth of personal interaction with young people. Brumer…
- By: Fiona Collie
- February 15, 2013 November 6, 2019
- 00:00
Looking at risk from the good side
If clients have a good understanding of the investment risks they are taking, they won't worry so much about their portfolios
- By: Dwarka Lakhan
- February 14, 2013 October 30, 2019
- 17:00
One flaw that can ruin a succession plan
In part five, Jim Ruta answers the question: What are the key points to crafting an effective succession plan? He explains the one thing you…
- By: Jim Ruta, Paula Virany
- February 13, 2013 October 30, 2019
- 10:30
Five musts for successful educational seminars
Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your…
- By: Dan Richards, Mark Chabot
- February 11, 2013 October 30, 2019
- 06:00
Last unwill and testament
In part four, Jim Ruta reads from his “Last unwill and testament,” a comedic, yet serious document that highlights the need for a will and…
- By: Jim Ruta, Paula Virany
- February 7, 2013 October 30, 2019
- 16:45
National Bank CEO honoured
Investment Executive’s sister publication names Louis Vachon the 2012 Quebec Financial Person of the Year
- By: IE Staff
- February 5, 2013 January 22, 2018
- 23:00
The client never goes to voicemail
Rob Krizmanich, senior vice president with National Bank Financial in Toronto, discusses their company's unique and personal service with clients — from a no voicemail…
- By: Dan Richards, Rob Krizmanich
- February 4, 2013 October 30, 2019
- 06:05
Rising debt
Aerospace will not grow as rapidly as in 2013. And reduced public spending will also hurt the island province
- By: Megan Harman
- February 1, 2013 October 26, 2019
- 00:00
U.S. to drive growth
Forestry is expected to rebound, but mining and construction will still be sore spots for New Brunswick's struggling economy
- By: Fiona Collie
- February 1, 2013 October 26, 2019
- 00:00
Outlook improving
Megaprojects, rising U.S. demand and lower government spending in Nova Scotia should mean better days ahead
- By: donalee Moulton
- February 1, 2013 October 26, 2019
- 00:00
Quebec’s economy mired in instability
The province, which has very slow growth and a huge debt, is likely to continue to walk the economic tightrope this year
- By: Brent Jolly
- February 1, 2013 October 26, 2019
- 00:00
Northern sun
Yukon, Northwest Territories and Nunavut
- By: Clare O’Hara
- February 1, 2013 October 26, 2019
- 00:00
Slightly slower growth ahead
The Keystone province continues its steady, stable growth. Yet, a few clouds are on the horizon, including lower global demand
- By: Geoff Kirbyson
- February 1, 2013 October 26, 2019
- 00:00
Saskatchewan’s torrid pace to continue
The ongoing expansion of the potash industry is the main reason why the province is leading Canada in growth
- By: Bruce Johnstone
- February 1, 2013 October 26, 2019
- 00:00
Oilsands to rev up
Strong growth is expected for the fourth straight year in Alberta. But there are a range of challenges
- By: Rudy Mezzetta
- February 1, 2013 October 26, 2019
- 00:00
Looming election front and centre
Possible change in government could have implications for B.C.'s steadily improving economy
- By: Brian Lewis
- February 1, 2013 October 26, 2019
- 00:00
Ontario: Tepid growth
Spending cuts and higher exports needed to reduce debt
- By: Jade Hemeon
- February 1, 2013 October 26, 2019
- 00:00
Understanding tolerance vs capacity
Central to understanding your clients' profiles is realizing that they often overestimate their risk tolerance
- By: Dwarka Lakhan
- February 1, 2013 October 30, 2019
- 00:00
Remarkable turnaround persists
The Rock is expected to be a leader in economic growth once again, despite a shaky public-sector financial picture
- By: Gavin Will
- February 1, 2013 October 26, 2019
- 00:00
Get powerful recommendations, not just referrals
In part three, Jim Ruta answers the question: How can I get powerful recommendations, rather than just simple referrals? He shares his tips on how…
- By: Jim Ruta, Paula Virany
- January 30, 2013 October 30, 2019
- 15:30
Alternative investment strategies for HNW clients
Darren Coleman, vice president, associate branch manager and portfolio manager with Raymond James in Toronto, discusses alternative investments for HNW clients, including highly active investment…
- By: Dan Richards, Darren Coleman
- January 28, 2013 October 30, 2019
- 06:00
Keep calm and impress your clients
Embrace mindfulness in 2013 to improve your decision-making ability, judgment and concentration
- By: Brent Jolly
- January 25, 2013 October 30, 2019
- 12:11