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Dan Rohinton's Blog | Geology, artificial intelligence and volatility

May 14, 2024

Topic: Portfolio Managers

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

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2024 Federal Budget | What you need to know

May 9, 2024

Topic: Economic news

Do you or your clients have questions concerning the impact of the measures presented in the 2024 federal budget?

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Monthly Macro & Strategy | Separate ways

May 8, 2024

Topic: Economic news

To say that global monetary policies have been coordinated since 2020 is an understatement. Looking toward the remainder of the year, we see that this coordinated behaviour is about to end.

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Q1 2024 Quarterly reviews of your favorite Fidelity funds

May 7, 2024

Topic: Portfolio Managers

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

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Rate cuts are coming: What it means for your bond portfolio

May 6, 2024

Topics: Savings, Economic news

Inflation and monetary policy have been two of the hottest topics in the past couple of years, putting smiles on the faces of savers and causing some concern for borrowers.

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Upcoming editions of Fund Facts going digital

May 3, 2024

Topic: Savings

We are continuing the 100% digital shift initiated throughout iA Financial Group and will stop printing Fund Facts documents for the IAG Savings and Retirement Plan (IAG SRP) F14-10A and for My Education+ F14-12A.

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Social media | Top posts to share this May

May 2, 2024

Topic: Digital tools

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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Global Dividend (Dynamic) | Two key indicators in the radar: Credit spreads and gasoline prices

April 30, 2024

Topic: Portfolio Managers

“We monitor these two key indicators for health in macro-conditions.” — David Fingold

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New addition to the Know Your Funds brochure

April 29, 2024

Topic: Savings

Save time and make your research easier with this new feature!

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NEW | Improved underwriting requirements for life insurance over $3 million

April 25, 2024

Topic: Insurance

Your feedback is important to us. We have listened and improved our underwriting requirements to make it easier and quicker for your clients applying for life insurance over $3 million.

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