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Balance your client’s inheritances with hotchpot and release clauses

Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances

portfolio construction

Building a better Canadian equities portfolio

Market changes and research support a momentum strategy

Don’t forget about RESPs when planning for your client’s estate

Advisors can help clients avoid potential complications

Advisor tracking stocks

Amid slower growth, investors can seize these opportunities in 2024

Drive returns for clients with fixed income, the energy transition and innovative companies

Stock market background design

Make more for your client by losing less

Defensively constructed portfolios can outperform in the long run

Couple getting financial retirement advice from consultant at home

Planning for cash flow after death

In a client scenario, an advisor fails to plan for an estate’s tax liabilities

Wrestling inflation

Strategies to protect clients’ retirement income

Advisors can help reduce inflation’s impact

  • By: Luc Lafleur
  • November 27, 2023 November 23, 2023
  • 15:00
Entrance to Financial Services Regulatory Authority of Ontario

Strengthening oversight and accountability of the life insurance sector

New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents

  • By: Huston Loke
  • November 14, 2023 November 14, 2023
  • 15:00

Elevated inflation risk requires portfolio modifications

Here are six ways to manage the challenge

Hand with chalk is drawing Risk and reward balance scale on the chalkboard

5 guidelines for investing in private credit

This unique, illiquid asset class demands a risk-conscious approach

Filing a tax document online

Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully

Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

stock portfolio allocation

Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down

What if stock and bond correlations are here to stay?

Column: Reconsider the assumption that government bonds outperform during equity sell-offs

new direction

New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way

Shift your paradigm to after-tax portfolio management

Implement these five steps to better serve affluent clients

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Investors can remain confident despite new-age banking crisis

Reassure clients to keep them focused on their long-term objectives

client meeting

The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios

confused man

Help clients navigate retirement uncertainty

Leverage these tips to address planning and income needs

  • By: Ron Hanson
  • March 14, 2023 March 14, 2023
  • 15:00

The estate role you need to know about

Safeguard your client’s assets with an appointed monitor

Leadership corporate hierarchy recruiter team leader employee selection new job

Hold leadership accountable for failures in ethics

Industry leaders create the culture that influences advisor behaviour

  • By: Rod Burylo
  • January 11, 2023 January 11, 2023
  • 15:00
Shot of bear figuring standing on financial paper

Adjusting to life after Goldilocks

Position your clients for the next economic cycle

Insurance businessman parachute

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00