News and resources for Canada's top financial advisors
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?
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.
A white paper on the growing need for guaranteed-issue health and dental insurance among Canadians
June 6, 2022
1 min read