News and resources for Canada's top financial advisors
Market volatility presents investment opportunities, but clients need to feel comfortable, too.
January 16, 2023
3 min read
Provide clients with predictable, flexible, and tax-efficient investment income that will suit them to a "T" —even in these markets.
December 12, 2022
5 min read
The technology sector is attractive for its innovation and supported by macroeconomic trends, but it can also provide a rocky ride. Here’s a way to give your clients exposure to tech while monetizing volatility and generating cash flow.
November 28, 2022
Don’t let inflation derail clients’ efforts to save towards long-term financial goals.
FHSAs provide new planning opportunities for advisors and their clients.
November 21, 2022
4 min read
Learn why Immediate Financing Arrangements can be the right strategy for affluent clients.
Learn how a reverse mortgage can provide tax-free cash for your clients.
November 15, 2022
2 min read
Skyline Wealth’s private alternative investment offerings give retail investors access to institutional-quality real estate and clean energy assets.
November 14, 2022
How Manulife Bank helps clients navigate the costs of growing their families.
October 31, 2022
1 min read
Healthcare has short-term defensive characteristics and long-term growth potential, but many Canadians are underinvested in this sector. Here’s one way to add healthcare, with high cash flow to boost total returns.