iA CONNECTED

Looking for a quick and easy way to increase your clients’ savings, protect their financial future and reach your sales goals faster? Nearly 90% of those who contribute to a savings plan using a pre-authorized debit (PAD) have not increased their contributions since at least 2021¹.

Good news! As part of our continuous improvement efforts, we have revised and enhanced our participating account explanatory and overview documents.

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

Both the equity and the fixed income markets showed negative results.

Do you or your clients have questions concerning the impact of the measures presented in the 2024 federal budget?

To say that global monetary policies have been coordinated since 2020 is an understatement. Looking toward the remainder of the year, we see that this coordinated behaviour is about to end.

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 lucky winner of the 2024 FHSA “Your first home: it starts now” contest is Daniela Augusta Pereira, from Ontario.