Advisor.ca and Investment Executive

Advisor.ca serves and educates advisors who strive to do their jobs better. Our focused advisor audience puts clients first and works hard to produce superior financial, tax, estate, risk protection and service outcomes. We cut away the noise, offering practical action items and tools to take into client meetings. We also provide ideas and strategies to implement over years of continuous improvement. A better-informed advisor is a better advisor. Investment Executive (IE) is Canada’s national newspaper for financial professionals. Launched in 1989, IE is published 12 times a year with one special supplement. Its circulation comprises more than 31,000 financial advisors, industry executives and portfolio managers. No other financial media has the depth of IE. The brand has gained the respect of its readers by offering intelligent, informed coverage of the financial services sector and by providing insightful information for advisors on topics as diverse as regulation and compliance, investment funds, investment research, technology, estate planning, taxes, building relationships with clients and developing products and services for the client of the future.


Available Courses:

Answering Your Biggest ESG Questions

Answering Your Biggest ESG Questions

This webinar addresses financial advisors' most pressing ESG questions so you can be better equipped ...

May 19, 2022

Course provider:   Advisor.ca and Investment Executive

Price:

$0.00

Course Type:

Web Link

Break the Bias

Break the Bias

Up your advisory game by overcoming the barriers associated with bias. Thanks to long-standing, ...

March 29, 2022

Course provider:   Advisor.ca and Investment Executive

Price:

$0.00

Course Type:

Web Link

Building Pathways to Inclusive Success

Building Pathways to Inclusive Success

A common concern when discussing diversity in the financial industry is improving the pipeline of ...

March 17, 2023

Course provider:   Advisor.ca and Investment Executive

Price:

$0.00

Course Type:

Video

Compliant Communication and More

Compliant Communication and More

Get compliance insights from industry experts. This compilation of articles from Advisor.ca and Investment ...

May 30, 2023

Course provider:   Advisor.ca and Investment Executive

Price:

$0.00

Course Type:

Pdf

Considerations When Planning for Retirement Income

Considerations When Planning for Retirement Income

Planning for your client’s retirement income is an ongoing process with changing variables ...

August 15, 2023

Course provider:   Advisor.ca and Investment Executive

Price:

$0.00

Course Type:

Pdf

ETF Investing in a High-Rate Environment

ETF Investing in a High-Rate Environment

The Bank of Canada’s policy rate has hit a 22-year high, and interest ...

October 24, 2023

Course provider:   Advisor.ca and Investment Executive

Price:

$0.00

Course Type:

Video


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