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Mary Hagerman at a meditation retreat

My secret weapon for better portfolio management

Primarily using ETFs has helped one advisor to make better investment decisions, but she attributes some success to a powerful non-financial practice

  • March 12, 2024 March 13, 2024
  • 13:00

Reasons to be cautious when investing in AI

Opinion: Artificial intelligence represents a huge opportunity but must be approached carefully

  • December 12, 2023 November 27, 2023
  • 13:00

Real estate investing vs. equities investing: which is better?

Opinion: The answer comes down to diversification and liquidity factors

  • August 17, 2023 August 17, 2023
  • 14:58

New ETF offerings require careful due diligence       

Opinion: The cease-trade order on Emerge ETFs provides a cautionary tale for investors and advisors

  • May 9, 2023 May 9, 2023
  • 15:00
Tashia Batstone
Focus on Financial Planning

Tashia Batstone

Partners discussing new plans

Empowering women as clients and as financial planning professionals

The profession plays a key role through meaningful advice, inclusivity

  • March 4, 2024 March 6, 2024
  • 15:00

In a digital landscape, financial planning relationships matter

Make the most of tech while building trust with clients

  • December 11, 2023 December 6, 2023
  • 15:00

How financial planners can ease financial vulnerability

World Financial Planning Day offers opportunity to consider the profession’s critical role

  • October 4, 2023 October 4, 2023
  • 08:32

Is financial planning ready for a new generation?

Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth

  • July 31, 2023 July 28, 2023
  • 15:00
Investment Funds

Andy Mitchell

Computer with financial growth

Mutual fund and ETF assets grew in 2023 amid investor caution

IFIC’s annual investment funds report provides insights on sales, market effect, investor trends

  • February 26, 2024 February 26, 2024
  • 15:00

Regulatory issues for fund industry not unique to Canada

Total cost reporting, ESG challenges discussed at IFIC conference

  • December 4, 2023 December 4, 2023
  • 15:00

Help clients understand fees ahead of total cost reporting

Annual IFIC survey uncovers opportunity to improve investor understanding

  • October 6, 2023 October 6, 2023
  • 15:00

Championing improved investor outcomes

IFIC outlines current initiatives, from supporting CIRO to surveying investors

  • August 28, 2023 August 28, 2023
  • 15:00
Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

As RRSP deadline approaches, a reminder about tax-free growth

A hypothetical scenario compares dividend investing inside and outside this registered account

  • February 21, 2024 February 21, 2024
  • 15:00

If your client is buying a home in 2024, read this first

Make the most of these tax planning strategies

  • January 29, 2024 January 29, 2024
  • 15:00

Last-chance RRSP opportunities for your 71-year-old client

Before 2023 ends, take advantage of these two planning points

  • December 18, 2023 December 18, 2023
  • 15:00

Get ready for CPP2!

Reach out to clients to ensure they understand the changes and implications

  • November 22, 2023 November 22, 2023
  • 15:00
Compliance CX

Susan Silma

Partners discussing new plans

Annual statements: An unparalleled client engagement opportunity

It’s time to think differently about client communications and disclosure documents

  • February 7, 2024 February 7, 2024
  • 15:00

Your role in financial literacy

Ideas for advisors and firms to address the challenge

  • December 6, 2023 December 6, 2023
  • 15:00

Serving women clients: We’re not there yet

Six ideas to fill the service gap and grow your business

  • October 11, 2023 October 11, 2023
  • 15:00

Harness the power of transparency

Real talk about fees and value is good for business

  • August 18, 2023 August 18, 2023
  • 15:00