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Dan Rohinton | Technological, economic, and geopolitical transformation

March 27, 2025

Topic: Portfolio Managers

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.

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Cancellation of the increase in the capital gains inclusion rate

March 26, 2025

Topic: Savings

On March 21, Prime Minister Carney announced that the Government of Canada will cancel the proposed increase in the capital gains inclusion rate.

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U.S. elections: the effects on the economy and your finances

March 20, 2025

Topic: Economic news

 

How does one navigate the current Canada-U.S. political climate, where real intentions are hard to discern from negotiating strategies?

Your clients are feeling uncertain about how the recent U.S. presidential election will affect the economy and their finances?

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Nova Scotia LIF | New for your clients

March 20, 2025

Topic: Savings

Following Quebec, now Nova Scotia is changing its life income fund (LIF) rules. The new rules come into force on April 1, 2025.

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Tax refund | Sow the idea and reap the recognition of your clients

March 19, 2025

Topic: Savings

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

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Insurance | Improvements – Claim forms: Critical illness and disability

March 18, 2025

Topic: Insurance

We have made improvements to the online claim form for critical illness and added an introduction page to the disability claim form, with the aim of optimizing the quality of the data collected and shortening service times.

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Market Index Heat Map | Trump’s policy uncertainty favors fixed income, but penalizes equities

March 14, 2025

Topics: Economic news, Portfolio Managers

In February, the policy uncertainty around the new U.S. administration resulted in divergent performance between bond and stock markets, emphasizing the importance of diversification within a multi-asset portfolio.

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Policy rate cut by 25 basis points

March 13, 2025

Topic: Economic news

On March 12, the Bank of Canada decided to reduce the policy rate from 3.0% to 2.75%.

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Action required: Validate your email address

March 12, 2025

Topic: Miscellaneous

Take two minutes to check that your email address is up to date in your Advisor Centre so you can be sure you don’t miss out on any essential information for your work:

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Global Health Care (Renaissance) | Commentary Q4 2024

March 10, 2025

Topic: Portfolio Managers

Check out this in-depth manager commentary for the Global Health Care (Renaissance) Fund.

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