Stories of Challenge – Kristi Ashcroft
"The value I bring stems from the sum total of all my choices."
- By: Mackenzie Investments
- September 20, 2021 September 22, 2021
- 08:00
Top Stories in In Depth
How can an IFA help balance a client’s cash flow and permanent insurance considerations?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to give clients the best of both worlds.
- By: Manulife Bank
- September 13, 2021 April 20, 2023
- 08:00
Taking the touchpoints out of fund manufacturing
To expedite funds manufacturing and transfer, banks need to free client and fund data from processes
- By: Broadridge
- September 7, 2021 September 10, 2021
- 08:00
How can you help your high-net-worth clients employ debt more strategically?
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how to foresee borrowing requirements and recommend a convenient way to fill them.
- By: Manulife Bank
- August 30, 2021 April 20, 2023
- 07:00
What are the most common questions about the Insured Retirement Program line of credit?
Victor Stranges, National Leader, Private Banking with Manulife Bank, answers common questions you and your clients have about an IRP.
- By: Manulife Bank
- August 23, 2021 April 20, 2023
- 07:00
How can life insurance lending lead to a more lucrative retirement?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how cash surrender value can help create an income stream.
- By: Manulife Bank
- August 18, 2021 April 20, 2023
- 07:00
Thematic Investing Comes of Age: Why Canadians Should Care
Global X explains what is thematic investing, why it has been on the rise, and how Canadian investors can take advantage of the benefits of…
- By: Global X
- August 9, 2021 August 9, 2021
- 10:09
What are advisors’ common misconceptions about insurance lending?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, dispels eight myths surrounding this line of credit approach.
- By: Manulife Bank
- July 28, 2021 April 20, 2023
- 07:00
Why should you incorporate insurance lending into your practice?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses why this solution can be an important part of a client’s financial…
- By: Manulife Bank
- July 21, 2021 April 20, 2023
- 07:00
How can structured notes benefit investors?
Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.
- By: Desjardins Group
- June 21, 2021 June 21, 2021
- 07:00
Stories of Challenge – Fate Saghir
"I’m going to prove you wrong."
- By: Mackenzie Investments
- June 14, 2021 September 20, 2021
- 07:00
Stories of Challenge – Lesley Marks
"Know your why — the purpose of what you do."
- By: Mackenzie Investments
- May 17, 2021 September 20, 2021
- 07:00
Stories of Challenge – Leisha Roche
"Even when it seems you don't have a choice, you always have a choice."
- By: Mackenzie Investments
- April 19, 2021 May 17, 2021
- 07:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
CPPIB spending $690M for minority stake in software firm Regnology
The firm makes software focused on regulatory reporting solutions for financial institutions
- By: The Canadian Press
- December 20, 2024 December 20, 2024
- 10:05
Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way
Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.
- By: Edward Jones
- December 9, 2024 December 9, 2024
- 09:00
Private REITs Offer Stability in Uncertain Political Environments
How private REITs can reduce portfolio volatility in times of public market turbulence.
- By: Skyline Wealth Management
- December 2, 2024 December 3, 2024
- 07:00
Why the Definition of Independence Matters in the Canadian Securities Industry
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
- By: Designed Securities
- November 4, 2024 October 30, 2024
- 07:00
Designed Securities’ AI readiness – how progress and quick pivots are leading them forward
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
- By: Designed Securities
- September 9, 2024 September 26, 2024
- 08:00
Brokerage Report Card 2024 main chart
How investment advisors rated their firms’ support offerings and tools
- By: IE Staff
- June 5, 2024 June 4, 2024
- 09:16
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02
Canadian ETFs enter the metaverse
New funds hold several big names found in broad U.S. stock indexes
- By: Rudy Luukko
- January 24, 2022 January 24, 2022
- 00:15
Can investing choices open doors to opportunity?
The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.
- By: NEI Investments
- September 30, 2024 September 18, 2024
- 09:00
Can investing choices improve quality of life?
The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.
- By: NEI Investments
- September 9, 2024 September 9, 2024
- 08:00
Can investing choices create a more inclusive economy?
The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.
- By: NEI Investments
- August 12, 2024 August 9, 2024
- 08:00