iA CONNECTED

The combination of inflation and market instability raises a number of concerns for your clients, and may even force them to change their savings habits.

💡 Remind them that this situation affects all investors and institutions across the country. However, our Chief Strategist and Senior Economist, Sébastien Mc Mahon, says there are still opportunities out there.

You are important to your clients

Clients are looking for trusted advisors who are available, responsive, empathetic, reassuring and transparent.

Start by reassessing their investment allocation and making sure it's consistent with their investor profile.

Then, help them decide whether to invest gradually in the markets (DCA) or simply hold on to their safe investments (HISA and GIF) for a while longer.

The priority is to remind them of the importance of staying focused on their objectives.

Client communications:

Insert in the semi-annual paper statements to reassure your clients
Email to all clients with a savings contract	View the email

Tools to support You:

Dollar Cost Averaging (DCA) your guide to helping your clients invest gradually in funds that match their investor profile
Weekly podcast that covers a variety of topics related to the economy, the markets and lots of other topics that can support you in your advisory role: IN YOUR INTEREST!
And more to come – stay tuned!