Cross-sell banking products or go independent?
An innovative, tech-savvy mindset enables advisor success at Wellington-Altus
- By: Wellington-Altus
- October 19, 2021 October 25, 2021
- 08:45
Latest news in Partner Reports
Stories of Challenge – Ying Du
"Ignore the no’s and wholeheartedly embrace change."
- By: Mackenzie Investments
- October 12, 2021 October 1, 2021
- 08:00
Bank-owned SUV or independent race car?
A culture of partnership drives advisor passion at Wellington-Altus
- By: Wellington-Altus
- October 12, 2021 October 25, 2021
- 08:00
Net-zero greenhouse gas emissions: Changing investor attitudes
Learn how asset managers can address climate change through proxy voting on climate-related shareholder proposals.
- By: RBC Global Asset Management
- October 11, 2021 October 25, 2021
- 08:00
Climate change: Active stewardship vs. divestment
In this article, we will explain what active stewardship is and how it can be used to address concerns about climate change. We will also…
- By: RBC Global Asset Management
- September 27, 2021 September 24, 2021
- 08:00
An investor’s guide to net-zero emissions
This paper will explore why these commitments are being made now and how RBC Global Asset Management (RBC GAM) considers climate targets and other factors…
- By: RBC Global Asset Management
- September 27, 2021 September 24, 2021
- 08:00
The future of emerging markets: Green Infrastructure
This report summarizes the key factors which we believe will drive the Green Infrastructure theme and analyzes the best ways to benefit from the theme.
- By: RBC Global Asset Management
- September 21, 2021 September 21, 2021
- 08:00
Q&A: Pandemic impact on ESG
Our investment teams across North America, Europe and Asia share their perspectives on the ESG opportunities and challenges facing investors today.
- By: RBC Global Asset Management
- September 21, 2021 September 21, 2021
- 08:00
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
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
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
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
Fundamentals favour healthcare
Six factors are driving growth with some of them accelerated by the pandemic
- By: Harvest ETFs
- February 23, 2021 February 23, 2021
- 07:00
A Case for Change: The Evolving Scholarship Plan Dealer Landscape
As more consumers look to align their purchasing power with organizations that ‘do more,’ SPDs offer a great RESP option.
- By: Knowledge First Financial
- September 1, 2020 September 2, 2020
- 09:00
New Laws Suggest Long-Term GICs are Portfolio Mainstay
As new CDIC legislation comes into effect, Equitable Bank’s CEO Andrew Moor shares his insights on how Advisors can benefit from the expanded protection through…
- By: Equitable Bank
- May 27, 2020 May 26, 2020
- 15:00
Accessing home equity wealth for retirement planning needs
This Partner Report from Equitable Bank outlines how clients can access home wealth through a reverse mortgage to support retirement planning needs.
- By: Equitable Bank
- May 20, 2020 May 19, 2020
- 15:00
New CDIC Coverage Creates a Better Safe Haven for U.S. Cash
This Partner Report from Equitable Bank outlines a new low-risk opportunity for Advisors to add yield to their clients' U.S. savings on the back of…
- By: Equitable Bank
- May 14, 2020 May 13, 2020
- 08:00
Leveraging life insurance: an untapped source of liquidity
This Partner Report from Equitable Bank outlines how borrowers can access liquidity by borrowing against the cash built up within their whole life insurance policies.
- By: Equitable Bank
- May 7, 2020 May 7, 2020
- 08:00
PEAK Enriches Mutual Funds Advisor Toolkit with Univeris ETF Solution
Univeris and CIBC Capital Markets are proud to announce that PEAK Investment Services is the first mutual fund dealer in Canada to leverage an MFDA-fully…
- By: Univeris
- April 2, 2020 April 2, 2020
- 11:16
Community Champion: Sylvain Lemieux
Sylvain Lemieux is from Montreal, Quebec, and is achieving a gold standard in client service.
- By: Financial Horizons Group
- November 4, 2019 November 10, 2019
- 14:34
Community Champion: Susan Creasy
Susan Creasy is from Kingston, Ontario, and helping secure the financial future of a community.
- By: Financial Horizons Group
- October 28, 2019 November 10, 2019
- 14:34
Community Champion: Jeff Moffat
Jeff Moffat is from Kelowna, British Columbia, and family resilience shaped his commitment to his clients.
- By: Financial Horizons Group
- October 21, 2019 November 10, 2019
- 10:44
New ETF fund offers growth with less risk
Products counter equity volatility.
- By: BMO Global Asset Management
- September 30, 2019 November 10, 2019
- 09:30