Make the most of your advisory role by proposing that they gradually reinvest in the market, in order to seize market opportunities as they arise.Dollar Cost Averaging (DCA) allows you to spread your clients' investments in segregated funds over a period of between 2 and 12 months. This allows them to reinvest the amount accumulated in GIFs, without injecting additional sums.
- Minimum investment of $25/month.
- No maximum amount.
- Possibility of making additional deposits during the term of the contract.
Benefits for your clients:
- Gradually enter the market instead of investing all at once, which reduces risk and the fear of investing at the wrong time.
- Peace of mind. Clients don't have to try to predict the right time to invest their money.
- Spread their risk over a longer period, thereby reducing the potential impact of market downturns on their total assets.
- Exploit rather than suffer market fluctuations, since downturns will enable them to buy when prices are lower.
Your advantages:
- No follow-up required. Each month, iA transfers a pre-determined amount of money into the funds you and the client have chosen, during the specified investment period.
- Encourage retention of clients whose investments are coming to maturity.
- Enhance your advisory role by offering a personalized solution tailored to your clients' investor profiles.
Do you think this solution might be of interest to your clients?
Contact them now to discuss the different investment options that might suit their profile.
Do your clients prefer guaranteed returns?
Discover our tips for introducing them to GIFs and HISA, two investments with record-breaking rates in 2023.
