Investments

Investing in times of market volatility

Tuesday, June 20, 2023 at 1:00 PM ET

In this webinar gain deeper insight into current market trends and how today’s inflationary and high-interest rate environment may impact investments.

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Edmonton downtown, James Macdonald Bridge and the Saskatchewan River at night

Market Insights

Tax & estate planning in action

Tuesday, July 18, 2023 at 1:00 PM ET

Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared.

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Products

Toronto’s downtown office vacancy rate inched up in the second quarter: report

Avison Young said it expects availability and vacancy to continue rising in the short term

By The Canadian Press |July 25, 2023

2 min read

Market Insights

Impact of rate hikes on fixed-income investors

Investors must weigh risks of persistent inflation and a downturn

By Maddie Johnson |July 24, 2023

3 min read

Paper plane creative idea symbol art style illustration.

Market Insights

How to make your wealth management practice more efficient

Thursday, August 26, 2021 at 12:00 PM ET

We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same?

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Market Insights

Technology ABCs for managing the XYZs

Wednesday, September 22, 2021 at 1:00 PM ET

We are in the middle of a $68 trillion transfer of the largest intergenerational wealth transfer in history. The way advisors manage Boomers will not automatically resonate with Gen X, Y and Z. Advisors need to realize that they have a once in a career opportunity to not only retain assets but to significantly grow their business by acquiring a new generation of clients.

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Market Insights

Optimize cash-flow and life insurance with an immediate financing arrangement

Wednesday, January 26, 2022 at 1:00 PM ET

A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs.

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Market Insights

Answering your biggest ESG questions

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.

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Market Insights

Investing in real estate: why and how

Thursday, May 26, 2022 at 3:00 PM ET

Adding real estate to your portfolio can enhance income, improve diversification and provide an excellent hedge against inflation.

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Market Insights

Improve productivity with next-generation rebalancing

Wednesday, October 19, 2022 at 11:00 AM ET

The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.

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