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Portfolio manager Mark Schmehl presents his analysis of the U.S. software sector, revealing the factors driving this trend, his outlook for 2026, and the opportunities he sees in this market segment and beyond.

To improve our clients’ experience and reduce claim processing times, we are introducing two initiatives that are simplifying our processes and enhancing our efficiency.  

The RRSP-TFSA-FHSA campaign is in full swing! Take advantage of this key period to remind your clients of the importance of updating their contact information in My Client Space.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

The Guaranteed Insurability Rider offered in the new version of critical illness insurance, Transition 6, launched on November 24, 2025, provides even more flexibility than the Increased Benefit Rider, which was already unique in the market.

In preparation for the 2025 tax season, please take note of the availability dates for your clients’ tax documents if they hold individual savings products.

Did you take advantage of the first 4 sales opportunities we sent at the start of the RRSP-TFSA-FHSA Campaign? Now, we’re going even further! Thanks to our data intelligence, we've identified 4 new strategic sales opportunities to help you maximize your results.

Discover the winning strategies of Q4 and how they navigated through market turbulence.