News and resources for Canada's top financial advisors
Est. 1998
Products
Tuesday, October 26, 2021 at 1:00 pm ET
There are now more than 1,000 ETFs listed in Canada, making it harder than ever to know which products are right for your clients.
Watch now and earn CE credits → →
Tuesday, November 23, 2021 at 1:00 pm ET
A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation?
Market Insights
Tuesday, May 10, 2022 at 1:00 pm ET
The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts.
Watch now and earn CE Credits → →
Wednesday, November 16, 2022 at 1:00 pm ET
Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged.
Tuesday, October 20, 2020 at 12:00 pm ET
While responsible investing has been gaining traction among institutional investors for many years, individual investors and advisors continue to cite their unfamiliarity with environmental, social, and governance (ESG) factors as a major impediment to adoption.
Thursday, May 13, 2021 at 1:00 pm ET
With the explosion of ESG and RI investment offerings, you may be justifiably overwhelmed when it comes to choosing the product that suits your clients’ needs.
Industry Insights
A white paper on the growing need for guaranteed-issue health and dental insurance among Canadians
June 6, 2022
1 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.