Drake: Why Canada is a great place to retire
- By: Peter Drake
- May 29, 2012 December 15, 2017
- 11:00
Latest news in Special Reports
Financial planning associations team up
Retirement Planning Association of Canada to join Canadian Institute of Financial Planners as CIFPs Retirement Institute
- By: Megan Harman
- May 29, 2012 May 29, 2012
- 07:00
SRI gaining momentum, advisors told
Canadians approaching advisors for information about investments that consider environmental, social and governance factors
- By: Megan Harman
- May 29, 2012 May 29, 2012
- 06:50
Reduction in spending and Asian exports keys to driving economic growth
Deleveraging will likely happen in 2015 when interest rates rise, economist tells CIFPs annual conference
- By: Olivia Glauberzon
- May 28, 2012 May 28, 2012
- 14:55
Using social media: Richardson GMP’s experience
Leo Purcell, chief compliance officer, Richardson GMP Ltd. describes the steps his firm took to roll out social media services to its advisor team. He…
- By: Fiona Collie, Leo Purcell
- May 28, 2012 November 16, 2019
- 08:31
Going mobile
Mobile digital devices have become essential tools for advisors
- By: Megan Harman
- May 24, 2012 October 19, 2019
- 23:01
Words from the wise
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
- By: Jade Hemeon
- May 24, 2012 November 6, 2019
- 23:00
HNW advisors bigger users of digital devices
A greater percentage of high net-worth (HNW) financial advisors have embraced smartphones and tablets than have advisors with smaller books, according to the 2012 Digital…
- By: Clare O’Hara
- May 24, 2012 October 30, 2019
- 23:00
Insurance reps use devices the most
Many insurance advisors say they're "much more effective" if using digital devices
- By: Megan Harman
- May 24, 2012 October 30, 2019
- 23:00
Younger advisors go mobile
Older advisors not so quick to take up tablets, smartphones
- By: Clare O’Hara
- May 24, 2012 October 30, 2019
- 23:00
The acid test: does it work with clients?
Advisors talk about their hands-on experience using social media to deepen client relationships
- By: Fiona Collie
- May 24, 2012 November 16, 2019
- 09:00
Scott: HNW clients welcome simplicity
- By: Jim Ruta, Brian Scott
- May 24, 2012 October 30, 2019
- 06:00
Investment firms prime the social media pump
Firms share insights on the steps they are taking to prepare their advisors to use social media for client communications, while steering clear of regulatory…
- By: Fiona Collie
- May 23, 2012 November 16, 2019
- 09:30
Crafting your social media strategy, now that the regulators have spoken
Start your engines. With the regulatory landscape offering more guidance on the dos and don’ts of using social media, this may be the moment to…
- By: Fiona Collie
- May 22, 2012 November 16, 2019
- 09:45
Ex pro hockey player focuses on tax saving strategies for HNW clients
- By: Jim Ruta, Brian Scott
- May 17, 2012 October 30, 2019
- 10:00
2012 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He…
- By: Paula Virany
- May 16, 2012 December 15, 2017
- 17:40
Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica…
- By: Dan Richards, Chris Karram
- May 15, 2012 October 30, 2019
- 06:00
Nairne: Winning tax strategies for high net worth clients
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net…
- By: Dan Richards, Michael Nairne
- May 14, 2012 October 30, 2019
- 07:00
De Souza: Prospecting your way to success
In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million…
- By: Jim Ruta, Edgar De Souza
- May 10, 2012 October 30, 2019
- 07:30
De Souza: Inspire people to insure themselves well
In part 9 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., discusses his meteoric rise to the Million…
- By: Jim Ruta, Edgar De Souza
- May 3, 2012 October 30, 2019
- 10:00
Two-way communication with regulators requires transparency
Ellen Bessner, a litigation partner at Cassels Brock & Blackwell LLP, describes her experience with regulators when defending her clients. She says regulators ought to…
- By: Gavin Adamson, Ellen Bessner
- April 30, 2012 October 30, 2019
- 10:20
A caregiving plan for sandwich generation clients
Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope…
- By: Jason Round
- April 27, 2012 October 31, 2019
- 13:30
Mind the differences between ETNs and ETFs
With exchange traded notes, the financial stability of the issuing company is of paramount importance
- By: Jade Hemeon
- April 26, 2012 April 26, 2012
- 15:40
Exchange traded products facing greater scrutiny
Regulators want make sure that both investors and advisors understand the products that they’re buying and selling
- By: Megan Harman
- April 26, 2012 April 26, 2012
- 10:15
McHaney: Tips for using ETFs in client portfolios
Chris McHaney, vice president and portfolio manager for BMO Asset Management Inc., explains how advisors can incorporate ETFs into their businesses and why ETFs can…
- By: Chris McHaney
- April 26, 2012 December 15, 2017
- 07:30