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Your ongoing source of information.

RESP | Hassle-free withdrawal how-to

August 30, 2023

Topic: Savings

As a key element of the RESP withdrawal process, the withdrawal form must be completed accurately to avoid refusals due to missing or incorrect information. Here are some important elements to consider when working with iA Financial Group to provide your clients with the best possible experience.

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Do you know the S&P 500 Dividend Aristocrats Index?

August 29, 2023

Topic: Portfolio Managers

Part 1 of 3 - The All-Purpose Investment Strategy
Over the past decade, see how the S&P 500 Dividend Aristocrats index has outperformed the S&P 500 overall index in earnings per share (EPS) growth.

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David Fingold's vlog: A strong first half historically bodes well for investors

August 23, 2023

Topic: Portfolio Managers

 Watch now the third edition of the FINcast vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.

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iAGAM Investment Funds | A hot summer on the markets!

August 17, 2023

Topic: Portfolio Managers

Interested in knowing how funds perform and understanding their strategies in response to market movements? You'll find the answer in these 2-minute reads providing iAGAM's manager comments, now grouped in a single news item!

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Are your clients still reluctant to reinvest in the markets?

August 16, 2023

Topic: Savings

Suggest them to invest in a high-yield product!

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Are your clients' GIF investments coming to maturity?

August 16, 2023

Topic: Savings

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.

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2023 Market Outlook: A mid-year review and forecasts

August 8, 2023

Topic: Portfolio Managers

As we move into the second half of 2023, our portfolio managers take a look back at their forecasts in January and reflect on the major developments of the first two quarters.

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Market Index Heat Map | A drop in inflation globally and resilient GDP data in July

August 7, 2023

Topics: Economic news, Portfolio Managers

Most Canadian sectors showed positive returns for the month of July. In the U.S., all 11 sectors showed gains, with the Energy sector standing out as a top performer.

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Global Fixed Income (PIMCO) | Resolution of the debt ceiling standoff in the U.S.

August 3, 2023

Topic: Portfolio Managers

"We continue to favor US duration as nominal rates remain higher relative to other developed nominal rates remain higher relative to other developed countries." — Alfred Murata, PIMCO

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Q2 2023 Quarterly reviews for many of your favorite Fidelity funds

August 1, 2023

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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