This content library is packed with essential information to help you develop your expertise and diversify your service offering.
Did you know that the Document Centre contains documents as diverse as:
- Forms
- Product guides
- Sales support documents
- Client brochures
- PowerPoint presentations
- Client email templates
- Calculators
You’ll even find sales support documents in Punjabi and Mandarin to help you approach your newcomer clients!
By making the most of the information available in the Document Centre, you’ll be able to stand out even more by offering advice and products tailored to your clients’ needs.
Interested in a particular subject?
Enter a keyword in the available search bar. All related documents will be displayed. You could make some interesting discoveries!
A platform for clients too
Did you know that clients also have their own Document Centre? It contains brochures on a range of subjects of interest to them, including:
- Retirement
- RESPs
- RRSPs and TFSAs
- And much more!
It can be accessed via My Client Space, available on the Web.
