Sisters in finance: Why women investors and advisors make great investing partners
Kait Moreau reflects on Canadian women advisors and their strength in approach to working with clients according to our research.
Bullshift The Podcast Featuring David McDonald
John J. De Goey, the author of “Bullshift,” recently invited our Group VP Financial Services, David MacDonald, for an engaging discussion on finance and personal optimism.
The Powerful Women of Financial Services
To celebrate International Women’s Day, Kait Moreau highlights the intelligent women of the financial services team and their admirable characteristics.
CIBC Mellon Industry Perspectives – Investor Advisor Research with Environics
Hear from Robert Stel our VP Financial Service on our annual study of independent investment advisors and how he works with leading financial companies to build valuable insights for their brands.
The under-representation of women as independent financial advisors – A 20-year trend
Financial advisors play such a critical role in guiding people on their financial journeys, it would be reasonable for some Canadians to seek an advisor with similar identity and lived experience to their own.
A strong rapport with advisors may be more valuable than you think
Discover how strong connections between advisors and mutual fund wholesalers strengthen business partnerships in Canada.
A Little Marketing Podcast Featuring David MacDonald
Nikki Gillingham, CEO & CMO of Blue Whale Communications and Mark Goren, President of 10|20 Marketing recently collaborated with our very own David MacDonald to discuss all things market research.
Understanding Canadians with the weakest financial fitness
As a result of the pandemic and current economic environment, many Canadians are feeling greater financial challenges, particularly in light of the rapid rise in inflation impacting the cost of living, especially food and fuel.
Applying Decision Making Mindsets and Motivations for Accredited Financial Professionals
It’s more important than ever for credit counsellors to understand not only the social values that shape their clients’ overall worldviews, but the behavioural economics factors that drive in-the-moment decisions.
Making money work and the climate concerned Canadian
Climate change can feel like an insurmountable problem. But Canadians are seeking opportunities for action across many areas of life.
Are Advisors Overlooking Important Insurance Sales Opportunities
In this article, David MacDonald, alludes to some interesting feedback gathered from the 2021 study that could be mutually beneficial for advisors and their clients.
Assessing Group Benefit Plans
Leaders who make decisions about employer-provided group benefits plans have plenty of factors to take into account. Perhaps the most obvious are cost considerations: do the scope and quality of the benefits seem worth the investment?
