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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.

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! 

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:

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.

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

In the next few days, some of you will be receiving a survey by email from the external firm Ad hoc research.

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.

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