News and resources for Canada's top financial advisors
Est. 1998
Industry Insights
Activate assets to create cash flow solutions.
February 21, 2023
1 min read
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.
3 min read
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
Partner Reports
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.
Learn how a reverse mortgage can provide tax-free cash for your clients.
By Michelle Schriver |November 15, 2022
2 min read
Skyline Wealth’s private alternative investment offerings give retail investors access to institutional-quality real estate and clean energy assets.
November 14, 2022
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