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Segregated funds | Opportunities to seize

March 13, 2024

Introduce your clients to guaranteed investment (GIFs and HISA) alternatives that could help balance their portfolios and maximize their return potential. 

Seizing the opportunity to open the discussion 

In this article, we discussed the importance of keeping a comprehensive view of the types of investments available to your clients and re-evaluating their investment strategy so they can take advantage of potential market opportunities. 

In the coming days, we will be sending an email to advisors who have clients who hold assets the high interest savings account (HISA). The e-mail will contain a toolbox of information to help you facilitate contact and open up a discussion with them. 

Whether or not you receive this email, this is a great opportunity to re-evaluate their needs and address the possibility of integrating markets by transferring some of their assets to segregated funds, if it suits their investor profile. Encouraging your clients to adopt this strategy is still the most valuable advice you can give them.


Curious about the contents of the toolbox?


Open the discussion


Topic : Savings

Written by iA

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