Brand Knowledge

National Bank

Staying ahead as 3 rising trends impact wealth management

Carte Wealth Management Inc.

Achieving work-life balance

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• Products, technology and culture
• Carte’s digital advantage

Fidelity Investments

Why you should consider active ETFs

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• Breaking barriers to diversity, equity, and inclusion

Empire Life

Challenging the Status Quo of the “Built to Flip” Investment Dealer

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• Three tax, retirement and estate planning hidden gems.

Harvest ETFs

State of the healthcare sector ahead of 2024

Harvest Portfolios Group Inc.

State of the healthcare sector ahead of 2024

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• Why healthcare, now?

Sun Life Global Investments

Where are the women advisors?

Manulife Bank

How to support financial planning during uncertain economic times

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• How high-net-worth clients can leverage insurance to enhance cash flow
• How can bank deposits bring value to an advisor’s client relationships?
• Wealth preservation with an eye to the future

Canaccord Genuity’s net income plummets in latest quarter

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• Let’s talk about tomorrow
• Demystifying ESG: Does ESG investing drive better performance?
• Canadian banks look to U.S. for growth amid strong economic recovery

Middlefield

With refreshed ETF themes, Middlefield aims to outperform

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• Diversification, Risk Management and Private Equity in Real Assets

Sprott Asset Management

Fed plans climate scenario exercise with six banks

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• FCAC introduces new consumer protection advisory committee
• Using alternative investment strategies to strengthen your clients’ portfolios

Addenda Capital

What will be the new normal for the office market?

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• ESG disclosure moves forward but investors still want more