Access our broad product shelf to serve your clients
Like Brandon, join a network that’s invested in you.
- By: Desjardins Financial Security Independent Network
- November 14, 2022 November 9, 2022
- 09:00
Latest news in Partner Reports
Market Turbulence Puts Active Management in the Spotlight
Refocusing on company fundamentals favors quality stock picking.
- By: T. Rowe Price
- November 7, 2022 November 10, 2022
- 09:00
Are your clients invested in healthcare?
Healthcare has short-term defensive characteristics and long-term growth potential, but many Canadians are underinvested in this sector. Here’s one way to add healthcare, with high…
- By: Harvest ETFs
How can advisors boost their clients’ income?
A focus on growth industries and high-quality businesses—complemented by an active covered call strategy—can generate consistently high income, says Paul MacDonald, chief investment officer and…
- By: Harvest ETFs
- October 3, 2022 August 22, 2023
- 11:00
Join a network where your legacy is in good hands
Like Brandon and Jeffrey, join a network that’s invested in you.
- By: Desjardins Financial Security Independent Network
- October 3, 2022 October 21, 2022
- 08:30
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
Active U.S. Large Cap Managers Could Be Poised to Outperform
A narrow U.S. market potentially sets stage for excess returns.
- By: T. Rowe Price
- August 22, 2022 August 24, 2022
- 09:00
Financing the buyout of the marital home after a “grey divorce”
Learn how a reverse mortgage can be used to retain possession of the family home.
- By: HomeEquity Bank
- July 18, 2022 July 8, 2022
- 07:00
How to keep a vacation property in the family using a reverse mortgage
Learn how the equity your clients have built in their primary residence can be used to renovate their vacation property.
- By: HomeEquity Bank
- June 20, 2022 June 15, 2022
- 07:00
The Seasons of an Advisor’s Life: Summer, a time for exploration and change
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- June 7, 2022 May 31, 2022
- 08:00
How financial planners are extending portfolio longevity – and their client book
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
- By: HomeEquity Bank
- April 18, 2022 April 11, 2022
- 08:45
Preventing OAS clawbacks: The effective reverse mortgage solution
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.
- By: HomeEquity Bank
- March 21, 2022 April 11, 2022
- 07:00
The Seasons of an Advisor’s Life: Spring, a time for reinvention, revival and moving on
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- March 8, 2022 March 8, 2022
- 08:45
Looking Back. Planning Forward.
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
- By: Assuris
- January 10, 2022 January 10, 2022
- 07:00
COP26 Conference Spotlight: Outcomes, Agreements, and Investment Implications
With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace…
- By: T. Rowe Price
- December 15, 2021 December 16, 2021
- 09:00
Moving the client experience forward with the power of the cloud
This article from Microsoft Canada highlights how Canaccord Genuity is leveraging Microsoft Azure to enhance its client experience and drive digital transformation.
- By: Microsoft Canada
- December 13, 2021 December 8, 2021
- 08:45
Have You Thought About What Season Your Practice is in?
The Seasons of an Advisor’s Practice: Winter, a time to reconnect, reflect and retreat
- By: Designed Securities
- December 6, 2021 December 6, 2021
- 08:00
Growth Delayed but Not Derailed
Opportunities still lie ahead for firms and investors.
- By: T. Rowe Price
- November 29, 2021 November 29, 2021
- 08:00
Stories of Challenge – Gillian Seidler
“Discomfort [is] a necessary push toward growth.”
- By: Mackenzie Investments
- November 22, 2021 November 12, 2021
- 08:00
Making connections: Biodiversity and climate change
Understanding the connection between biodiversity and climate change mitigation is important for businesses to succeed. Learn why biodiversity matters, and how it impacts climate change,…
- By: RBC Global Asset Management
- November 22, 2021 November 22, 2021
- 08:00
How to recognise a true end-to-end risk-aware Investment Management solution?
A total portfolio approach, where the ex-ante analysis of risk and sustainability are tested and validated by ex-post monitoring, requires both a strong focus on…
- By: Objectway
- November 15, 2021 December 13, 2021
- 08:00
Stack Capital is democratizing access into the private equity asset class – giving all investors the chance to participate
Focused on growth and late-stage pre-IPO businesses, the company recently raised $110 million in an IPO
- By: Stack
- November 8, 2021 November 8, 2021
- 09:00
Stories of Challenge – Cynthia Currie
“I choose positions where I can be challenged and learn.”
- By: Mackenzie Investments
- November 1, 2021 October 21, 2021
- 08:00
Stagnant service model or growth mindset?
Independence and a focus on enablement help Wellington-Altus advisors grow
- By: Wellington-Altus
- October 27, 2021 October 27, 2021
- 08:45