News and resources for Canada's top financial advisors
Industry Insights
Why gender equity builds stronger advisory teams.
March 7, 2023
1 min read
Partner Reports
Here are three scenarios where a reverse mortgage might help.
March 6, 2023
3 min read
Activate assets to create cash flow solutions.
February 21, 2023
Manulife Bank strategies to address growing insurance needs while freeing funds for investing.
January 16, 2023
Expert Advice
Market volatility presents investment opportunities, but clients need to feel comfortable, too.
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.
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