Tools | Investment Executive https://www.investmentexecutive.com/tools_/ Canada's news source for financial professionals Fri, 28 Nov 2025 14:27:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Tools | Investment Executive https://www.investmentexecutive.com/tools_/ 32 32 The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios https://www.investmentexecutive.com/tools_/webinars/the-case-for-private-markets-understanding-the-strategic-role-of-alternatives-in-diversified-portfolios/ Tue, 04 Nov 2025 15:30:56 +0000 https://www.investmentexecutive.com/?p=524075 Learn how private markets can enhance diversification, manage risk, and unlock new sources of return in today’s evolving investment landscape.

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Federal Budget 2025: Webinar with Jamie Golombek https://www.investmentexecutive.com/tools_/webinars/federal-budget-2025-webinar-with-jamie-golombek/ Mon, 20 Oct 2025 15:19:10 +0000 https://www.investmentexecutive.com/?p=522780 Keep on top of all the latest tax changes in Budget 2025 during this webinar with noted tax expert Jamie Golombek

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Report Card Exclusive: Securing Advisors’ Futures https://www.investmentexecutive.com/tools_/report-card-exclusive-securing-advisors-futures/ Mon, 20 Oct 2025 13:01:47 +0000 https://www.investmentexecutive.com/?p=522667 This livestream, based on the 2025 Report Card research series, will examine growth obstacles and opportunities for advisors and their firms

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Creating great portfolios with active and indexed-based ETFs https://www.investmentexecutive.com/tools_/webinars/creating-great-portfolios-with-active-and-indexed-based-etfs/ Mon, 15 Sep 2025 12:00:28 +0000 https://www.investmentexecutive.com/?p=519586 In this virtual roundtable replay, experts will explore the rise of active ETFs and how to choose the right funds for clients.

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Real assets, real impact: A deep dive into the power of Canadian private markets https://www.investmentexecutive.com/tools_/webinars/real-assets-real-impact-a-deep-dive-into-the-power-of-canadian-private-markets/ Mon, 08 Sep 2025 12:00:00 +0000 https://www.investmentexecutive.com/?p=518943 In this webinar replay, we take a deep dive into tangible, essential assets—including housing, industrial, retail, and renewable infrastructure. Gain timely market insights and an outlook on how real assets can offer stability, downside protection, and long-term growth potential, even in the face of economic and geopolitical uncertainty.

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Beyond Bonds: Unlocking the Income Potential of Private Mortgage Investments https://www.investmentexecutive.com/tools_/webinars/beyond-bonds-unlocking-the-income-potential-of-private-mortgage/ Mon, 18 Aug 2025 12:00:00 +0000 https://www.investmentexecutive.com/?p=517049 In this webinar replay, discover how private mortgage investments can deliver consistent, inflation-resilient income and serve as a compelling alternative to traditional fixed income in a diversified portfolio.

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Appointment Notices https://www.investmentexecutive.com/tools_/partners-place/appointment-notices/ Mon, 09 Jun 2025 11:00:20 +0000 https://avatar.investmentexecutive.com/?p=342904 Bernard Naumann, President & CEO of Munich Re, Canada (Life) has been elected Chair of the Board of Directors of the Canadian Life and Health Insurance Association. 

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The case for alternative investments in 2025 https://www.investmentexecutive.com/tools_/webinars/the-case-for-alternative-investments-in-2025/ Mon, 14 Apr 2025 12:00:15 +0000 https://www.investmentexecutive.com/?p=506540 In this virtual roundtable replay, learn how to bring this important asset class onto your product shelf and talk about it with clients.

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Decumulation for business owners, incorporated professionals and holdco shareholders https://www.investmentexecutive.com/tools_/webinars/decumulation-for-business-owners-incorporated-professionals-and-holdco-shareholders/ Mon, 04 Nov 2024 13:00:55 +0000 https://www.investmentexecutive.com/?p=495737 This virtual roundtable replay, will discuss the pertinent planning issues and how to address them

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Can ETFs solve the income challenge? https://www.investmentexecutive.com/tools_/webinars/can-etfs-solve-the-income-challenge/ Mon, 23 Sep 2024 12:00:21 +0000 https://www.investmentexecutive.com/?p=492958 This virtual roundtable replay, will dig into the role ETFs can play in providing income for clients and the issues advisors need to consider when constructing portfolios.

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