A reflection on key trends in 2023 and how they may shape the year ahead including healthcare, housing, democracy, climate, politics, and AI.
Investments and Planning
Nhi Phan, Research Associate, reflects on her development into her first professional role with Environics and how it can help others navigate their own professional journeys.
Kait Moreau reflects on Canadian women advisors and their strength in approach to working with clients according to our research.
Kait Moreau reflects on the results of our Wholesaler Effectiveness study.
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.
To celebrate International Women’s Day, Kait Moreau highlights the intelligent women of the financial services team and their admirable characteristics.
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.
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.
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.