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Client emails | A gold mine to be leveraged

April 13, 2023

Topic: Web and Social Media

Did you know that in addition to allowing you to keep in touch with your clients, email marketing is one of the best ways to generate new sales? 

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Market Index Heat Map | Equities with a growth bias were the clear winners in March

April 11, 2023

Topics: Economic news, Portfolio Managers

Despite a difficult month in March for Canadian equities, several funds performed well on a relative basis. In the U.S. equity market, the information technology sector was the clear winner.

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Did you know...

April 11, 2023

Topic: Insurance

Insured retirement strategy

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Keys to the market | Lower bond rates

April 6, 2023

Topic: Economic news

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GIF & HISA | Competitive rates for the week of April 6th, 2023

April 6, 2023

Topic: Savings

Everything you need to promote them!

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Social Media | Top 3 posts to share this April!

April 5, 2023

Topic: Web and Social Media

Use this Web Showcase content, ready to share on Facebook, LinkedIn or Instagram, to generate sales opportunities easily! 

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Management Expense Ratios (MERs) update

April 4, 2023

Topic: Savings

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

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Happy birthday to...

April 3, 2023

Topics: Investments, Economic news

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Did you know…

April 3, 2023

Topics: Savings, Investments

Prestige preferential pricing

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Keys to the market | Market sentiment improved significantly

March 31, 2023

Topic: Economic news

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