Expert Advice

A time-tested, differentiated approach to responsible investing is an advantage in volatile times, says NEI Investments’ Vice-president and Head of Responsible Investing, Adelaide Chiu.

March 17, 2025

4 min read

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How can optimized diversification protect investors in 2025 and beyond?

A multilayered approach can minimize risk and uncover the unseen, says NEI Investments’ Vice-president and Head of Asset Allocation, Judith Chan.

February 24, 2025

4 min read

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Where might growth emerge as the Magnificent Seven’s dominance fades?

NEI Investments’ CIO, John Bai, explains why investors may benefit from broader market exposure in 2025.

January 27, 2025

5 min read

What clients want now — and how smart advisors can deliver it

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What clients want now — and how smart advisors can deliver it

Rocky Ieraci, Senior Vice President, at Sterling Mutuals Inc., looks at how advisors can build trust, stay essential, and succeed in the age of advice.

June 23, 2025

3 min read

How AI can help advisors to deepen client relationships

Rocky Ieraci, Senior Vice President, at Sterling Mutuals Inc., looks at how to anticipate your clients’ needs to serve them even better.

May 20, 2025

3 min read

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Why advisors should bring along associates for succession planning

Neil Ouditt, Executive Vice-President at Sterling Mutuals Inc., examines how advisors can position themselves for retirement — and better serve their clients in the process.

March 10, 2025

3 min read

Can Private Assets Offset Volatility in Turbulent Markets?

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Can Private Assets Offset Volatility in Turbulent Markets?

The recent downturn in equities has led many asset allocators to reassess their public market exposure and explore alternative strategies to mitigate portfolio volatility. Skyline details how increasing allocation to private assets can help.

April 22, 2025

5 min read

Why invest in clean energy?

Government incentives and increasing cost-effectiveness provide a strong foundation for specialized asset managers

October 2, 2023

4 min read

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What’s driving strong returns for apartments?

With rising demand and tight supply, multi-residential real estate may deliver predictability, consistency, and stability to investment portfolios.

September 18, 2023

5 min read

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Where is retail real estate thriving?

Everyday essentials represent an opportunity for investors concerned that consumers are poised to spend less.

August 21, 2023

3 min read

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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

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 can advisors accelerate success?

Being clear about your goals and surrounding yourself with the right partners and like-minded peers is key

February 5, 2024

4 min read

How can advisors overcome industry challenges?

Working with a strong MGA partner can set up advisors for continued success

January 8, 2024

4 min read

How can clients invest in the climate transition?

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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

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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Addressing the growing demand for RI: Education is key

Deborah Debas, Responsible Investment Specialist at Desjardins, talks about how the company’s Responsible Investing Certification Program provides value for advisors.

October 21, 2021

3 min read

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Positive outlook for GIFs sparks demand

Philippe-Olivier Dumas, Head of Product Development, Guaranteed Investment Funds and Annuities at Desjardins Financial Security Life Assurance Company, outlines the reasons why.

September 27, 2021

6 min read

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How can structured notes benefit investors?

Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.

June 21, 2021

5 min read

What resources do financial advisors need to help clients navigate challenging markets?

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What resources do financial advisors need to help clients navigate challenging markets?

Client-friendly market analysis, a wide product shelf and peer-to-peer support help Edward Jones’ financial advisors reassure clients in times of economic instability.

May 15, 2023

3 min read

How can clients invest and sleep well at night?

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How can clients invest and sleep well at night?

Market volatility presents investment opportunities, but clients need to feel comfortable, too.

January 16, 2023

3 min read

How can you help clients find room in tight budgets for saving?

Don’t let inflation derail clients’ efforts to save towards long-term financial goals.

November 28, 2022

3 min read

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What’s the most compelling way to introduce critical illness insurance?

Skip the statistics and focus on real-life stories to explain the importance of critical illness insurance to clients.

October 24, 2022

3 min read

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Is group life insurance enough?

Group plans are extremely valuable, but clients need sufficient—and portable—life insurance protection.

September 26, 2022

2 min read

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Why does investment cost matter so much this RRSP season?

With inflation on the rise, investors care more about price

January 10, 2022

3 min read

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How will this RRSP season be different?

After two difficult years, investors want guarantees

November 30, 2021

3 min read

How are Equitable Bank’s insurance lending solutions unique from other lenders?

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How are Equitable Bank’s insurance lending solutions unique from other lenders?

Learn why Immediate Financing Arrangements can be the right strategy for affluent clients.

November 21, 2022

4 min read

Debunking Myths About IFAs

Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult to understand. To help educate your clients, we’ve assembled a list of frequently asked questions – and answers – about the many advantages of IFAs.

June 13, 2022

4 min read

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Can IFAs help broach the insurance conversation with your clients?

If talking about life insurance can be awkward, an Immediate Financing Arrangement (IFA) can help soften the conversation and diminish the financial burden on your clients. Our actionable 4-step process makes it easy for Advisors to initiate this discussion and effectively position the long-term benefits.

May 16, 2022

4 min read

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How can clients balance inflation vs. the cost of life insurance?

Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need to offer creative solutions to meet their clients’ insurance needs—while still effectively managing their finances.¹

April 11, 2022

4 min read

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Can clients use an IFA to combat inflation?

With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit from a creative solution to protect their loved ones—and their cash flow.¹

March 14, 2022

3 min read

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Do your clients need an IFA to reduce estate taxes?

Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole life insurance policy.¹

February 14, 2022

3 min read

How do product solutions serve the broader needs in large cases?

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How do product solutions serve the broader needs in large cases?

Candace Barnes, Manager, Large Cases with Manulife discusses how permanent insurance products can be structured to suit the needs of large case clients in the affluent and business markets.

August 22, 2022

3 min read

What makes for the best processes in underwriting large cases?

Susan Kerr, Managing Director, Large and Special Case Operations with Manulife, talks about what defines an ideal underwriting experience.

August 8, 2022

3 min read

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With corporate insurance, what makes large case work so complicated?

Hemal Balsara, Assistant Vice President, Regional Tax, Retirement and Estate Planning with Manulife, talks about how the right insurance fits with smart business planning, and how the needs of large cases require specialized service.

July 25, 2022

3 min read

Why are clients considering ESG factors?

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Why are clients considering ESG factors?

Finding the right solutions to meet their goals.

June 27, 2022

3 min read

How can you incorporate ESG into portfolios?

Evaluating asset managers and having client discussions.

May 24, 2022

3 min read

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What are ESG ETFs?

These baskets of securities evaluate ESG factors.

April 25, 2022

3 min read

How to incorporate insurance lending into your clients’ annual financial checkups

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How to incorporate insurance lending into your clients’ annual financial checkups

Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.

December 13, 2021

3 min read

What are the top 10 things advisors must know about insurance lending?

Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.

December 6, 2021

3 min read

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What are the most important factors when selecting an IFA provider?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, talks about what to look for when putting in place an Immediate Financing Arrangement.

November 22, 2021

3 min read

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What are advisors’ frequently asked questions about CSV lending products?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, explains some of the nuances of these products.

November 15, 2021

3 min read

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How do you match different CSV lending products to the client?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to satisfy various client needs.

November 8, 2021

4 min read

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How can your permanent life insurance clients become private banking clients too?

Victor Stranges, National Leader, Private Banking with Manulife Bank, talks about opening the doors to a more holistic financial approach.

October 25, 2021

3 min read

Why Canada Life My Term is the best term choice for your clients

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Why Canada Life My Term is the best term choice for your clients

Learn how Canada Life™ is making term life insurance more customizable than ever before

April 6, 2021

3 min read

Why is Canada Life participating life insurance a good option to consider in times of market volatility?

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Why is Canada Life participating life insurance a good option to consider in times of market volatility?

Andrea Frossard, SVP, Par Insurance Solutions, talks about why Canada Life participating life insurance is a good option to consider in times of market volatility.

April 30, 2020

2 min read

What is Canada Life doing to support clients during these uncertain times?

Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life can help clients keep their coverage in place and what they’re doing to support clients during these uncertain times.

April 29, 2020

2 min read

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How is Canada Life helping advisors and their clients apply for insurance without having to meet in person?

Katrina Lee-Kwen, SVP, Non-Par Insurance Solutions and Individual Customer Digital Strategy, talks about how Canada Life is helping advisors and their clients apply for insurance while we’re all staying at home.

April 28, 2020

2 min read

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