iA CONNECTED

The fear of losing money is an understandably strong emotion, and it’s normal for your clients to have questions on the financial pespective ahead.

💡 Remind your clients that the economic situation affects all Canadian and global investors alike and that in such periods of volatility, it is best to stay the course on their savings plans. History has shown that it takes an average of only 19 months for the markets to return to their previous levels.*

Here are some communication tools you can use to guide your clients through the uncertainties and fluctuations in the financial markets:

Bilingual insert in the semi-annual paper statements to reassure your clients
Email to all clients with a savings contract	View the email
Weekly podcast that covers a variety of topics related to the economy, the markets and lots of other topics that can support you in your role as an advisor: IN YOUR INTEREST!
Series of articles on market turbulence
Email template
And more to come – stay tuned!

*Source : S&P 500 Bear Markets since 1950, iA Investment Management