In this webinar, learn how open banking is poised to bring innovation to wealth management firms’ business models by enabling them to create more personalized…
Fidelity Investments Canada’s Najma Pilgrim outlines the keys to a successful DEI approach.
Why gender equity builds stronger advisory teams.
In this webinar, learn how three tax, retirement and estate planning tips help advisors position complex cases using insurance and investment solutions.
Activate assets to create cash flow solutions.
Manulife Bank strategies to address growing insurance needs while freeing funds for investing.
Given the challenges advisors face navigating complex markets and a burgeoning regulatory environment, here’s how switching over to Franklin Quotential can help free up time…
This interactive infographic outlines the growing demand for responsible investing (ESG) options among Canadians, the unique process Desjardins uses to select companies worth investing in,…
FHSAs provide new planning opportunities for advisors and their clients.
Skyline Wealth’s private alternative investment offerings give retail investors access to institutional-quality real estate and clean energy assets.
Lysa Fitzgerald, Vice President of Sales at Manulife Bank, explains why it’s worth engaging with clients on their banking needs.
In this webinar replay, discover how Alternative ETFs can answer investors’ needs with funds that seek to achieve positive returns in both positive or negative…
Overall revenue was also down year over year, but North American wealth management revenue was up slightly
She said Santa Monica makes for an attractive market with strong demand driven by technology and media firms in the area
Income strategies look to pay out high risk-adjusted total returns.
Middlefield Group specialists provide insights into latest developments in real estate, infrastructure
Based on a decade of analysis, these 10 lessons show how advisors consistently deliver value through smart planning, emotional guidance, and professional expertise.
A study into the many services advisors provide their clients shows that the value of those services is well above the typical fee charged.
In this webinar replay, learn how to maximize the growth potential of investing in disruptive innovation.
As pandemic restrictions are gradually being lifted and a return to the office starts to take shape, property owners are hard at work listening to…
More and more companies tell investors on how environmental, social and governance (ESG) factors can affect their business. How close are we to compulsory disclosure…
David Picton's call to reinvent Canadian investing
In this webinar replay, discover how insurance lending can take your client’s financial plan—and your practice—to the next level.
In this webinar, discover how insurance lending can take your client’s financial plan—and your practice—to the next level.
In this webinar, learn how product can allow advisors to design returns that meet the risk appetites of their clients.
In this webinar replay, experts demystify behavioural science and its impact on financial decision-making
In this webinar replay, attendees will learn fascinating insights into the neuroeconomic drivers of investor behaviour, and how you can keep HNW clients on a…
The US healthcare sector offers non-cyclical growth drivers, but the coming election raises concerns. The portfolio manager behind Canada’s largest US Healthcare ETF addresses those…
The right vehicles can offer investors diversification, stable income, capital preservation, inflation protection, and attractive risk-adjusted returns.
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 TD Asset Management Inc. specialist explains the changing role of fixed income and looking beyond rate cuts.
As investors look for strong dividend income, TD Asset Management Inc. (TDAM) has devised an appealing Canadian exchange-traded fund (ETF) and global ETF to diversify…
You might know TD Asset Management Inc. (TDAM) for its capabilities in fixed income, fundamental equity, and quantitative income strategies. They also have one of…
Offers end July 31, and policies must be in force for one year to be eligible
Total compensation ranged from $4 million to $12.3 million
Canadian enterprises recorded a net income before taxes of $620B
How Carte Wealth Management helps advisors succeed professionally and personally
Two thriving advisors share what they love most about Carte Wealth Management Inc.
Exploring how a credit-focused liquid alt strategy can make your portfolio more agile and resilient.
One of BMO’s Managing Directors discusses how you can shield portfolios from volatility amid market uncertainty and a potential slowdown
Accounting for internal software development violated securities rules
More choice means additional evaluation metrics
Investing for returns while reshaping the future
Environmental, social and governance (ESG) investment strategies are often marketed with claims that they can outperform in terms of risk-adjusted returns. In this webinar, J.P.…
For some banks, stateside expansion within wealth management is part of the plan
Learn how advisors can face these trends more easily with National Bank' support.
In this webinar replay, learn how to maximize the segregated fund value proposition when investors get anxious.
In this webinar replay, learn how to protect your business-owner clients in a slowing economy.
In this webinar replay, Caitlin Bowie explains how advisors can handle common objections by clients, who often underestimate the risk of a disability and aren’t…
In this webinar replay, attendees will hear from one of the creators of this strategy and learn about trading and pricing of ETFs.
Three key features why quantitative investing matters
Learn about three key trends that create a positive outlook for impact investing.
How the green bond market is evolving.
A CIBC Asset Management specialist explains how CLOs can unlock income, quality, and diversification.
A CIBC Asset Management fixed income specialist explains how advisors can help their clients to achieve purpose-driven solutions.
Now able to serve clients with a broad range of investments through its new investment dealer, Sun Life Canada Securities Inc.
Pilot program in 2023 will test effects of climate risks on banks' businesses
The committee members will work broaden stakeholder engagement beyond traditional players
How to find alternative solutions to help you address today's significant investment challenges
TD Wealth shares how female advisors empower financial confidence
In this webinar replay, two industry experts share their story of working in the industry and discuss their motivations and challenges.
With fear of higher inflation growing, now is the time to take an active approach to fixed income investing.
Exploring National Bank’s Extendible Flex GICs
In this webinar replay, learn how private markets can enhance diversification, manage risk, and unlock new sources of return in today’s evolving investment landscape.
It’s time to rethink your outreach as clients seek advice, trust and empathy.
Intergenerational wealth planning is critical to their success … and yours
Get a big tax break for clients … but only until year’s end
Learn how passive ETFs are growing in demand and can complement active strategies
Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy
A new responsible investment fund aims at providing dividends higher than the benchmark.
GIFs that have guaranteed inflation protection can help clients leave more of their estates to their loved ones.
Get support with diversification, asset allocation adjustments, and dynamic management.
In this webinar replay from August 30, 2018 learn about deposit coverage requirements, with a focus on coverage rules for brokered deposits.
Experts discuss the benefits of having the right partnerships to transform their businesses for success.
Two advisors share why they made the move to NBFWM two years ago.
Support from management and first-in-class technology are just a few of the reasons why one advisor made the transition.
Building stronger relationships through goals-based investing
How Manulife Bank helps clients navigate the costs of growing their families.
Manulife One turns home equity into an active asset.
How Manulife Bank can prepare your clients for their first steps into retirement
Wealth reaches beyond traditional financial assets, with many investors holding passion assets that demand specialized expertise.
In this webinar replay, a panel of experts explain how your clients' current investing approach might not be sufficient and how to remedy this.
Seismic long-term changes can provide tomorrow’s opportunities
As markets stretch between fear and euphoria, one of Canada’s longest-standing liquid-alt managers shares how Alternatives add true diversification.
How connected systems and data help advisors work more efficiently and deliver a better client experience
A smart solution that turns every report into an opportunity to engage with investors.
Canadian wealth managers need an IBOR, and portfolio management systems such as Croesus can help.
Find out why these solutions are gaining traction with investors, offering a timely complement to traditional fixed income.
Find out why these solutions help investors meet their goals by offering diversification benefits, steady income and management of interest rate risk.
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…
In this webinar replay, viewers will gain a better understanding of the current investment opportunities available to their clients in real estate and renewable infrastructure.
In this webinar replay, learn about the rise of private alternatives as well as real estate investment opportunities within the private alternative space.
Mining the tax-saving opportunities in flow-through investing.
Split Shares are a one-stop product doing double duty.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
Antrim Balanced Mortgage Fund delivers stable yield, zero NAV volatility, and low correlation to public markets—helping advisors strengthen portfolios when traditional fixed income falls short.
Two sectors made 53% of all corporate capital gains in Canada between 2018 and 2022, data shows
FINRA, U.S. exchanges found Credit Suisse failed to oversee direct access clients
Interview with Dagmara Fijalkowski, SVP, Senior Portfolio Manager and Head of Global Fixed Income & Currencies at RBC GAM, and Karen McNally, Vice President and…
Volatility, tariffs, and tightening spreads are creating challenges — but also windows of opportunity —for Canadian fixed income investors, explains Franklin Templeton specialists.
Franklin Templeton Investment Solutions takes a look ahead at the prospects for equities, inflation, emerging markets and more.
This segment of the investment industry has experienced rapid growth in recent years, leading to some misconceptions on what ESG really means for investors.
Focal AI announces Client Fact Fill: the ability to overlay and auto-fill 400+ fields via Chrome Extension, across planning tools like Conquest Planning, PDFs, and…
AI is already boosting efficiency for Canadian financial planners. This article outlines how to evaluate tools safely and why waiting to adopt AI could leave…
A modern guide to constructing resilient portfolios across market cycles
Rethinking the traditional 60/40 portfolio
In this webinar replay, understand the short term catalysts & long term permanent and non-cyclical macro drivers in the Healthcare Sector.
Fidelity Investments Canada details what you should know when considering active ETFs.