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Skyline Wealth Management

Energizing the Future: Skyline Clean Energy Fund’s Role in Canada’s Renewable Revolution

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Energizing the Future: Skyline Clean Energy Fund’s Role in Canada’s Renewable Revolution

Learn about Skyline Clean Energy Fund, an equity growth fund offering investors access to renewable infrastructure assets backed by long-term government contracts. Skyline Clean Energy Fund is helping Canada transition to clean energy, while simultaneously providing investors with historically stable returns.

May 13, 2024

5 min read

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Navigating the Future with Skyline Apartment REIT

Explore Skyline Apartment REIT, a private alternative investment that is anchored in 100% Canadian multi-residential assets, offering income potential and historically stable performance.

February 12, 2024

6 min read

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BMO Global Asset Management

How One Advisor Doubled His Book in Six Years

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How One Advisor Doubled His Book in Six Years

Corey Butler shares the secrets of his successful advisory practice and discusses the BMO Strategic Equity Yield Fund.

April 2, 2024

7 min read

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The Evolution of Structured Products for the Modern Era

BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.

April 2, 2024

7 min read

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How Structured Notes Entered the Mutual Fund World

After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.

April 2, 2024

8 min read

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HomeEquity Bank

Tapping into home equity to boost cashflow

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Tapping into home equity to boost cashflow

Discover the advantages of a reverse mortgage over a HELOC

July 10, 2023

2 min read

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Help your clients tap into tax-free cashflow to boost their retirement income

Learn how a CHIP Reverse Mortgage can unlock home equity.

May 1, 2023

2 min read

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Is a reverse mortgage the right solution for your clients?

Here are three scenarios where a reverse mortgage might help.

March 6, 2023

3 min read

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Extend client portfolios and your book with a CHIP Reverse Mortgage

Learn how a reverse mortgage can provide tax-free cash for your clients.

By Michelle Schriver |November 15, 2022

2 min read

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Help your clients prevent OAS clawbacks with the CHIP Reverse Mortgage

Learn how a reverse mortgage can provide tax-free cash and solve OAS pain points

October 25, 2022

2 min read

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Help your clients navigate an uncertain economic climate with the CHIP Reverse Mortgage

Learn how the CHIP Reverse Mortgage can help Canadian retirees combat rising inflation and maintain their standard of living.

September 27, 2022

3 min read

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Harvest ETFs

How can investors mitigate volatility while investing in tech?

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How can investors mitigate volatility while investing in tech?

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

3 min read

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Are your clients invested in healthcare?

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.

October 31, 2022

3 min read

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How can advisors boost their clients’ income?

A focus on growth industries and high-quality businesses—complemented by an active covered call strategy—can generate consistently high income, says Paul MacDonald, chief investment officer and a portfolio manager at Harvest ETFs.

October 3, 2022

2 min read

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TMX

TMX LOGICLY: The Origin Story

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TMX LOGICLY: The Origin Story

Co-creator Emil Tarazi explains how ETFLogic, which evolved to become TMX LOGICLY* in Canada, came to be.

October 17, 2022

4 min read

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Facilitate business building with useful research and analysis

Teri Renaud, Global Head of Sales at TMX Group, explains how TMX LOGICLY* can improve prospecting and make advisors more efficient.

September 19, 2022

5 min read

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Macroeconomic shifts mean it may be time to review client strategies

LOGICLY chief strategist Colin Gloeckler, CFA recommends reassessing investment policy statements (IPS) as the global economy experiences “really consequential” macroeconomic shifts.

June 27, 2022

4 min read

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Analytics that put ETFs first

Emily Choi, Director of Advanced Analytics at TMX Group Limited, explains how analytics platform TMX LOGICLY* informs investment decision-making and helps advisors with client-focused reforms.

May 31, 2022

3 min read

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NPC DataGuard

An Advisor’s Guide to Ransomware

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An Advisor’s Guide to Ransomware

Why You Are at Risk and How to Prevent It

October 11, 2022

5 min read

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Mackenzie Investments

William Aldridge on Canada

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William Aldridge on Canada

William Aldridge, SVP, Portfolio Manager and Co-Lead of the Mackenzie North American Equities Team, discusses his current view on investing in Canada.

October 3, 2022

6 min read

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Canada’s time to shine

Canadian investors have increasingly sought portfolio diversification by seeking growth outside of Canada. But as markets shift to value bias, Canadian equities may stand to benefit.

October 3, 2022

4 min read

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Economies Recalibrated

Decades-high inflation has led to a global economic recalibration, Mackenzie CIOs examine the risks and opportunities this presents.

July 4, 2022

4 min read

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Lesley Marks on the stock market and Europe

Lesley Marks, Chief Investment Officer for Equities at Mackenzie, explains why Canada may be one of the few safe havens for investors as rising interest rates threaten to weaken global equity markets, and Europe faces continued challenges due to the war in Ukraine.

July 4, 2022

6 min read

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Portfolios Reconstructed

In this Partner Report, we examine how the rising interest rate environment calls for a shift in portfolio construction. The growth bias that worked before the pandemic may be giving way to dividend investing.

June 6, 2022

3 min read

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Darren McKiernan on technology

Darren McKiernan, SVP, Portfolio Manager and Head of the Mackenzie Global Equity and Income Team, discusses his current view of the tech sector.

June 6, 2022

6 min read

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Designed Securities

The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

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The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

Have You Thought About What Season Your Practice is in?

September 12, 2022

3 min read

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The Seasons of an Advisor’s Life: Summer, a time for exploration and change

Have You Thought About What Season Your Practice is in?

June 7, 2022

4 min read

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

Have You Thought About What Season Your Practice is in?

March 8, 2022

4 min read

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Have You Thought About What Season Your Practice is in?

The Seasons of an Advisor’s Practice: Winter, a time to reconnect, reflect and retreat

December 6, 2021

4 min read

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Nicola Wealth

Switching firms can be risky, but also rewarding

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Switching firms can be risky, but also rewarding

Wealth Advisor and Client Relationship Manager Dylan Reece explains why he and his business partner decided to switch firms and join Nicola Wealth.

August 23, 2022

5 min read

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Earn clients, keep clients, build your business

Providing access to a broad spectrum of investments and holistic planning are key to retaining clients during periods of market volatility.

July 18, 2022

4 min read

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Assuris

Looking back. Planning forward.

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Looking back. Planning forward.

Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris

January 10, 2022

3 min read

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T. Rowe Price

COP26 conference spotlight: outcomes, agreements, and investment implications

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COP26 conference spotlight: outcomes, agreements, and investment implications

With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace and implications of climate change. Fossil fuel use, carbon emissions, sustainable financing, and forest protection were among the priorities addressed.

December 15, 2021

6 min read

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Growth delayed but not derailed

Opportunities still lie ahead for firms and investors.

November 29, 2021

7 min read

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Canada Life

Canadians get passing grade on financial knowledge, but confidence in concepts lacking

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Canadians get passing grade on financial knowledge, but confidence in concepts lacking

Today’s market can be complex and hard to navigate.

December 6, 2021

3 min read

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RBC Global Asset Management

Making connections: Biodiversity and climate change

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Making connections: Biodiversity and climate change

Understanding the connection between biodiversity and climate change mitigation is important for businesses to succeed. Learn why biodiversity matters, and how it impacts climate change, companies and profits.

November 22, 2021

11 min read

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Net-zero greenhouse gas emissions: Changing investor attitudes

Learn how asset managers can address climate change through proxy voting on climate-related shareholder proposals.

October 11, 2021

6 min read

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Climate change: Active stewardship vs. divestment

In this article, we will explain what active stewardship is and how it can be used to address concerns about climate change. We will also discuss the role of active stewardship versus divestment in achieving climate change objectives

September 27, 2021

7 min read

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An investor’s guide to net-zero emissions

This paper will explore why these commitments are being made now and how RBC Global Asset Management (RBC GAM) considers climate targets and other factors as part of the investment process.

September 27, 2021

10 min read

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Q&A: Pandemic impact on ESG

Our investment teams across North America, Europe and Asia share their perspectives on the ESG opportunities and challenges facing investors today.

September 21, 2021

11 min read

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The future of emerging markets: Green Infrastructure

This report summarizes the key factors which we believe will drive the Green Infrastructure theme and analyzes the best ways to benefit from the theme.

September 21, 2021

4 min read

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Nest Wealth

Embracing change: How hybrid advice benefits advisors and investors

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Embracing change: How hybrid advice benefits advisors and investors

Learn how digital wealth management solutions help advisors increase revenue, improve customer service and achieve a better work-life balance.

November 15, 2021

3 min read

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