News and resources for Canada's top financial advisors
Est. 1998
Industry
Commit to improvement
By Staff |December 12, 2016
2 min read
Planning and Advice
Having the performance talk at your next client meeting? Ace it.
By Staff |November 24, 2016
1 min read
The Investment Funds Institute of Canada (IFIC) has released a three-part series aimed at helping advisors ensure clients get the most from the new reports they will soon receive under CRM2. The first part, An opportunity to strengthen your relationships with clients, provides guiding principles to help frame advisors’ conversations with clients: 1. Put yourself […]
By Staff |November 21, 2016
Market Insights
Instead, measure a client’s performance against their goals.
By Mark Yamada |October 21, 2016
3 min read
This manager relies on a deep understanding of a company’s practical value
By Jessica Bruno |October 21, 2016
9 min read
They expect outsized returns from low-risk vehicles.
By Staff |September 29, 2016
If you could ask the government to mandate higher returns, you’d probably jump at the chance.
By Jessica Bruno |May 6, 2016
Combining quality, value, momentum and size with a low-volatility mandate
By Jessica Bruno |October 30, 2015
6 min read
When interest rates start to rise, investors can buy lower-duration bonds to protect their portfolios.
By Melissa Shin |October 6, 2015
4 min read
Dividend stocks offer downside support when investors are skittish on bonds.
By Kanupriya Vashisht |September 8, 2015
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