Featured Stories from Our Partners

What are buffer ETFs?

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What are buffer ETFs?

Learn how buffer ETFs provide downside protection compared to the market.

April 22, 2024

6 min read

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Are buffer ETFs suitable for your clients?

Learn how buffer ETFs can benefit investors by integrating risk management into their investment portfolios.

April 22, 2024

6 min read

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Why investors should consider buffer ETFs

Find out why buffer ETFs can provide a solution in various market conditions.

April 22, 2024

6 min read

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How Structured Notes Entered the Mutual Fund World

After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.

April 2, 2024

8 min read

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Featured Content From Desjardins

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Understanding the advantages of net-zero ETFs

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Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

October 30, 2023

4 min read

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How can clients invest in the climate transition?

Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.

August 14, 2023

4 min read

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Why do investors need both core and thematic ESG funds?

Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.

July 31, 2023

4 min read

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How can advisors better manage KYP and KYC for ESG investments?

Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client discovery process.

July 17, 2023

3 min read

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Can dividend funds help clients amid ongoing market volatility?

A new responsible investment fund aims at providing dividends higher than the benchmark.

May 15, 2023

4 min read

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Desjardins: A more responsible approach to responsible investing

This interactive infographic outlines the growing demand for responsible investing (ESG) options among Canadians, the unique process Desjardins uses to select companies worth investing in, statistical results on the ESG positive outcomes the Desjardins responsible investment solutions have made, and our approach to partnering with advisors. Read more here

December 5, 2022

1 min read

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Expert Advice

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What are buffer ETFs?

Learn how buffer ETFs provide downside protection compared to the market.

April 22, 2024

6 min read

Sponsored by

Expert Advice

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Are buffer ETFs suitable for your clients?

Learn how buffer ETFs can benefit investors by integrating risk management into their investment portfolios.

April 22, 2024

6 min read

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Expert Advice

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Why investors should consider buffer ETFs

Find out why buffer ETFs can provide a solution in various market conditions.

April 22, 2024

6 min read

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Industry Insights

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Industry Insights

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Build your credibility with ESG

Environmental, social, and governance (ESG) factors likely align with many of your clients’ values. In this article, Matthew To, Senior Director of Business Development for Investments at Beneva, explains why you should integrate ESG criteria into your investment selection process — and how to do it.

November 6, 2023

4 min read

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Industry Insights

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Understanding the advantages of net-zero ETFs

Desjardins specialists detail what advisors need to know as the world moves to a net-zero economy

October 30, 2023

4 min read

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Industry Insights

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Why you should consider active ETFs

Fidelity Investments Canada details what you should know when considering active ETFs.

October 23, 2023

5 min read

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A Partner Report from BMO Global Asset Management

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How One Advisor Doubled His Book in Six Years

April 2, 2024

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The Evolution of Structured Products for the Modern Era

April 2, 2024

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How Structured Notes Entered the Mutual Fund World

April 2, 2024

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Featured Podcasts from our Partners

What Higher-For-Longer Rates Mean For Investors

Fixed Income

What Higher-For-Longer Rates Mean For Investors

CIBC’s chief investment officer discusses bonds, equities and currencies.

Featuring Luc de la Durantaye | October 9, 2023

From
12 min 37 sec | Related Article

Equities

Using Health-Care Stocks For Defensive Positioning

Most of the sector maintains demand across economic cycles, PM says.

Featuring Michal Marszal, CFA | October 2, 2023

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William Aldridge on Canada

William Aldridge, SVP, Portfolio Manager and Co-Lead of the Mackenzie North American Equities Team, discusses his current view on investing in Canada.

October 3, 2022

6 min read

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Featured Webinars from our Partners

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ETF investing in a high-rate environment

Tuesday, October 17, 2023 at 1:00 PM ET

How can financial advisors use ETFs to meet the challenges and opportunities present in this investing environment?

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Watch now and earn CE credits → →

Financial Planning

Is your firm SRO-ready?

Wednesday, October 4, 2023 at 1:00 PM ET

Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution.

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Watch now and earn CE credits → →

Financial Planning

Helping clients make resilient choices to thrive in retirement

Wednesday, August 16, 2023 at 1:00 PM ET

learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.

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Watch now and earn CE credits → →

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