Brand Knowledge
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Sun Life’s investment dealer continues to grow
Attracting advisors from across the industry, led by seasoned professionals.
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Personalization Without Compromise: How Canada’s Top Financial Marketers Are Winning Trust in the Age of AI
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Focal AI now auto-fills financial planning software, CRMs & PDFs
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Smarter digital tools for stronger advisor performance
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How Canadian financial planners should evaluate AI—before the gap widens
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Your clients want income. You want confidence.
Expert Advice
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Are your clients capturing emerging markets growth?
Emerging markets equities outperformed Canadian and U.S. equities over the past year, yet most Canadian investors are underallocated to this asset class. With improving earnings and structural growth drivers, the potential in emerging markets is still unfolding. NEI Emerging Markets Fund’s disciplined process helps manage risk and unlock opportunity.
Partner Reports
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Private Infrastructure in 2026: Positioning Portfolios for a Market Regime Change
KKR provides an in-depth look at why private infrastructure may provide resilience, diversification, and durable growth in a rapidly evolving world.