Partner Content

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

Women in Leadership – Fidelity Investments Canada

Interview with Kathryn Black, Director of Sales Enablement at Fidelity Investments Canada

March 28, 2022

5 min read

Partner Content

Practising philanthropy alongside High Net Worth clients

Philanthropy is personally rewarding and it can also benefit your advisory practice, says Jocelyn Willoughby, Senior Investment Advisor, TD Wealth Private Investment Advice. She draws on her experience working with charities to help her clients donate strategically.

March 15, 2022

2 min read

Expert Advice

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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Building a thriving HNW practice through personal upheaval

Relationship breakdowns are always difficult, but what’s the impact when you’re just starting your financial advisory practice? Jocelyn Willoughby, Senior Investment Advisor, TD Wealth Private Investment Advice, shares how she worked through grief and built a thriving practice.

February 15, 2022

3 min read

Developing and deepening HNW relationships

Rapport is at the heart of all successful High Net Worth client relationships. Learn how Andreka Lapchinski, Associate Portfolio Manager, TD Wealth Private Investment Counsel, builds rapport by establishing credibility and then, as quickly as possible, transitioning from talking to listening.

January 25, 2022

3 min read

Partner Content

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

Sponsored by

Women in Leadership – Fidelity Investments Canada

Practising philanthropy alongside High Net Worth clients

Can clients use an IFA to combat inflation?

Sponsored by

New clean infrastructure fund aims for growth, dividends, and impact

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The Seasons of an Advisor’s Life: Spring, a time for reinvention, revival and moving on

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Executive moves this week

Building a thriving HNW practice through personal upheaval

Do your clients need an IFA to reduce estate taxes?

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Developing and deepening HNW relationships