Partner Content

Expert Advice

How can you incorporate ESG into portfolios?

Evaluating asset managers and having client discussions.

May 24, 2022

3 min read

Expert Advice

Can IFAs help broach the insurance conversation with your clients?

If talking about life insurance can be awkward, an Immediate Financing Arrangement (IFA) can help soften the conversation and diminish the financial burden on your clients. Our actionable 4-step process makes it easy for Advisors to initiate this discussion and effectively position the long-term benefits.

May 16, 2022

4 min read

Industry Insights

Now is the time for green bonds

These instruments preserve capital, offer stable income and protect against volatility.

May 9, 2022

3 min read

Partner Reports

Sustainability rebalanced

Bonds are the key to a sustainable future

May 2, 2022

5 min read

How can clients balance inflation vs. the cost of life insurance?

Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need to offer creative solutions to meet their clients’ insurance needs—while still effectively managing their finances.¹

April 11, 2022

4 min read

Can clients use an IFA to combat inflation?

With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit from a creative solution to protect their loved ones—and their cash flow.¹

March 14, 2022

3 min read

Partner Content

How can you incorporate ESG into portfolios?

Can IFAs help broach the insurance conversation with your clients?

Now is the time for green bonds

Sustainability rebalanced

Konstantin Boehmer on sustainable debt

What are ESG ETFs?

How can clients balance inflation vs. the cost of life insurance?

Women in Leadership – Fidelity Investments Canada

Practising philanthropy alongside High Net Worth clients

Can clients use an IFA to combat inflation?