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Recent Posts

Interest rate cut: Optimize your clients’ investment strategies

July 9, 2024

Topics: Savings, Investments

The recent cut in the key interest rate indicates that we are heading for a new phase in the economic cycle with growth opportunities for your clients’ savings.

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Availability of semi-annual investment statements

June 28, 2024

Topic: Savings

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!


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Term life insurance | Premium reductions for ALL terms

June 14, 2024

Topic: Insurance

Starting today, offer your clients term life insurance with even more exceptional value for their money, thanks to our premium rate reductions.

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iA PAR | New horizons

June 14, 2024

Topic: Insurance

We’re happy to announce that there is now a Mandarin version of the participating account explanatory and overview documents, which are available to help you better serve your clients.

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New semi-annual statement notes

June 12, 2024

Topic: Savings

Semi-annual client statements as of June 30 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products. Here is an overview of these notes and some additional information. 

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Bank of Canada reduces policy rate by 25 basis points

June 6, 2024

Topic: Economic news

Governing Council decided to reduce the policy rate from 5% to 4.75%.

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Social media | Top posts to share this June

June 6, 2024

Topic: Web and Social Media

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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Retirement and anxiety: you are the solution!

June 4, 2024

Topic: Savings

Planning for retirement can be a big challenge, and one that is often more complex for women. A recent study by the Chambre de la sécurité financière reinforces an earlier BMO survey (2023) on Canadian women’s confidence and anxiety when it comes to retirement planning:

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Rate cuts | Movement is expected, get ready!

May 30, 2024

Topics: Investments, Economic news

Our experts foresee imminent prime rate cuts. To remain vigilant about the potential implications of these cuts, let’s examine the connections between the business cycle and inflation, as well as 3 possible effects of these cuts on your clients’ savings and the opportunities resulting from them.

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Loomis Sayles | Top-three finalist in the 2024 U.S. Morningstar Awards for Investing Excellence

May 28, 2024

Topic: Portfolio Managers

We are pleased to share some exciting news about the Loomis Sayles Global Allocation Team.

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