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Riding a Wave of Biotech Innovation
Investing in innovation within the biotech sector helps address the growing health challenges of ageing societies.
07 March 2023
Declaring victory against inflation
As inflation starts to fall back, celebrations have begun, and markets have already started to anticipate the beginning of an easing cycle.
01 March 2023
Tackling food waste with innovation
Many companies in the food sector have set up initiatives to reduce food waste. Here are some of them.
25 November 2022
Selling at a loss for tax purposes: a strategy to consider
Selling at a loss for tax purposes is a strategy that any investor could benefit from knowing.
20 October 2022
Driving positive environmental and social impact with real estate
Including real estate as a theme in a responsible investment strategy contributes to sustainable living environments.
06 September 2022
Electric vehicles: opportunities for a sector in transition
The Paris Agreement, adopted in 2015 and ratified by 194 countries, laid the groundwork for the movement towards zero greenhouse gas emissions targets, which is gaining momentum around the world, both for businesses and governments.
20 May 2022
Understanding the female investor: the difference between good and great advisors
With an almost $1 trillion wealth transfer underway in Canada, women are set to control half of all financial wealth by 2026.
08 March 2022
Demystifying financial literacy and the female investor
Advisors are like financial lighthouses. But what can they do to help navigate the waters of uncertainty for their female clientele?
08 March 2022
Diversity and inclusion: our greatest and most undervalued asset
Diversity and inclusion is a source of wealth. Find out how to make room for it in your organization.
08 March 2022
Breaking the habit of unconscious bias
Jumping to snap judgments can cost us valuable relationships and opportunities. Learn about the benefits of checking our biases at the door.
08 March 2022
Taxation of NBI Solutions
Mutual funds offer tax optimization to participants by minimizing taxation on distributions.
09 February 2022
Beyond the family tree: How advisors should broach the family business legacy planning topic
A wave of long-time business owners is nearing the shores of retirement. The Boomers generation has built a significant number of businesses, fueling their empires by keeping their wealth within their companies.
17 March 2021
Build your book through virtual referrals
Remember board rooms? Remember client events, prospect suppers, and chance encounters at the corner coffee shop? Remember handshakes? They all seem like distant memories now.
09 February 2021
As global lockdowns loom, technological investments thrive
The unexpected yet global short-term need for technological tools in an almost entirely domestic reality created demand for tech services unlike ever before. We’ve experienced this as consumers of these services as well.
08 December 2020
A Tale of Two Perspectives: What ESG investing means to advisors and investors
The consequences the pandemic has raged on the environment, societies and governments has brought to light an interest in financial products with a conscience.
19 November 2020
Virtual prospecting and COVID-19: the changing face of sales in a work-from-home environment
Businesses have had their fair share of challenges in adapting to the new operational realities of COVID-19.
02 November 2020
“It will be okay”: Help clients stay invested in difficult market conditions
Here are some key talking points to help encourage clients to not only stay the course but also, most importantly, stay invested.
21 April 2020
Brace yourselves: the next big wave in wealth transfer is coming
The statistic is shocking: 66% of children fire their parents’ financial advisor after they’ve received an inheritance.
14 March 2020

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