Help your clients get more invested in their retirements
The new retirement reality calls for a reconstructed strategy
Top Stories in Insight
Volatility affects all your client’s assets, including their business
A client scenario shows the importance of inquiring about assets you don’t administer
- By: Michael Kulbak
- October 25, 2022 October 25, 2022
- 15:00
Investors must remain steadfast amid volatility and rate hikes
Here’s how advisors can prepare portfolios
- By: Steve Locke, CIO, fixed income and multi-asset strategies, Mackenzie Investments
- October 21, 2022 October 21, 2022
- 15:00
Letter: Ontario’s title protection framework is long overdue
Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
- By: Huston Loke
- September 23, 2022 September 23, 2022
- 10:22
Letter: Policy implementation shouldn’t be a partisan issue
Cited risks from collaboration with industry are unfounded, writes Paul Bourque
- By: Paul Bourque
- September 7, 2022 September 7, 2022
- 10:42
Reconsidering retirement as a value proposition
As clients evolve, so must advisory services
- By: Rod Burylo
- September 7, 2022 September 7, 2022
- 09:41
Tax slip error has significant fallout for client
Proactive collaboration is critical for resolution, client well-being
- By: Michael Kulbak
- September 1, 2022 September 1, 2022
- 15:00
Replacing Canada’s most important number
Opinion: Interest rate benchmark reform requires careful execution and strong collaboration
- By: Jack Rando
- August 9, 2022 August 9, 2022
- 09:25
Help your client navigate the new retirement reality
Advisors play an essential role in improving client confidence
- By: Ron Hanson, SVP, investment strategy and portfolio solutions, Mackenzie Investments
- July 22, 2022 July 22, 2022
- 14:35
Letter: Investors pay the price for rules that should never have existed
The industry must learn to better sense investor needs instead of reacting to regulations, writes Ken Kivenko
- By: Ken Kivenko
- July 19, 2022 July 19, 2022
- 12:02
Who has the power?
Understanding power of attorney versus trusted contact person
- By: Michael Kulbak
- July 5, 2022 July 5, 2022
- 15:00
The outlook for 2022’s second half
Economies brace for slower economic growth
- By: Lesley Marks, CIO, equities, Mackenzie Investments
- June 28, 2022 June 28, 2022
- 15:00
Guardian Capital acquires majority of Ontario investment counselling firm
CEO Ken Rae sells his stake but stays on as key leader
- By: Greg Meckbach
- June 28, 2022 June 28, 2022
- 10:02
Pharmacare a promise Trudeau might come to regret
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
- By: Gord McIntosh
- June 16, 2021 August 17, 2021
- 17:22
How to distinguish yourself during estate administration
Jump the credibility curve with executors and beneficiaries
- By: Michael Kulbak
- April 13, 2022 April 13, 2022
- 15:00
Avoid the transfer-out train
Safeguard your business by knowing your client’s PoA and executor
- By: Michael Kulbak
- February 4, 2022 February 23, 2022
- 15:00
Conservative victory looking more realistic
Column: Liberals finally get their wedge issues, but they may not be enough to save Trudeau
- By: Gord McIntosh
- September 7, 2021 September 7, 2021
- 14:46
Letter: Lament over modernization task force is misplaced
Disappointment rests on a mistaken presumption, writes Ian Russell
- By: Ian Russell
- June 7, 2022 June 7, 2022
- 10:36
Letter: Greatest climate-related risk is government and regulatory interference
Humans can continue to adapt to the historically modest changes recently seen in our climate, writes David McGruer
- By: David McGruer
- April 19, 2022 April 20, 2022
- 10:32
Letter: An investor’s perspective on the regulatory treadmill
In most instances, the industry has only itself to blame for the protracted and costly nature of policymaking in this country, writes Harvey Naglie
- By: Harvey Naglie
- February 2, 2022 February 2, 2022
- 16:50