Brand Knowledge Archives - Investment Executive

Sun Life

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Sun Life’s investment dealer continues to grow

Sun Life expands further into Canadian wealth management

Strategy Institute

Large conference room with attendees seated at round tables facing a stage, where a speaker presents slides.

Personalization Without Compromise: How Canada’s Top Financial Marketers Are Winning Trust in the Age of AI

Focal

Focal AI now auto-fills financial planning software, CRMs & PDFs

How Canadian financial planners should evaluate AI—before the gap widens

Man around a work desk working on this computer

Smarter digital tools for stronger advisor performance

Antrim Investments

Your clients want income. You want confidence.

Ninepoint Partners

Graphic featuring in large text “DIG DEEPER”, with design elements of trees and a maple leaf

Dig deeper into Canada’s portfolio superpower.

Two clients. Two goals. One fund.

WaveFront

Man in a suit smiling in front of a large seated bear statue against a cloudy sky.

Beyond Bull and Bear: How one CIO uses Alternatives to build crisis-ready portfolios

Scotia Wealth Management

Close-up of an ornate gold picture frame with textured detailing around a painted artwork.

Scotia Wealth Management links culture and capital as part of total wealth planning

RBC iShares

Bird’s eye view of several businesspeople walking on pavement, image in black and white

What role can CLO ETFs play in client portfolios?

How can target maturity bond ETFs help advisors manage interest rate risk?

National Bank Investments

Businesswoman touching glass wall with data in office

The big data advantage

CMI Financial Group

A close-up image showing several miniature houses resting on stacks of gold coins, symbolizing real estate investment, property value, or financial growth.

How to use mortgage investments as a strategic fixed income alternative

Beyond Bonds: Unlocking the Income Potential of Private Mortgage Investments

Russell Investments

Man sitting cross legged with a laptop on his lap, speaking to a woman

Top 10 Lessons on the value of Financial Advisors

What is the value of an advisor? It’s more than your fee.