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Faced with the current unpredictable economic climate and persistent market volatility, your clients need your expert advice more than ever to help them grow their savings and reach their goals.

A new, simplified and improved version of form F4A-13 Conversion is available in the Document Centre of your Advisor Centre.

Please note that you must start using this version as of today. Requests made using the former version won't be processed.

Discover the winning strategies of the third quarter and how they navigated through market turbulence.

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

Wealth transfer is a major industry focus with over $1.3 trillion expected to change hands in Canada over the next decade. It represents a massive opportunity for those who are ready to seize it.

A recent article on Advisor.ca highlights the growing appeal of self-directed investment platforms among Canadian investors. What does this trend mean for you as an advisor? It opens the door to a new way of demonstrating your value! 

Find out who won a $5,000 travel gift card in the “Winning $5,000 is easy!” contest and what she did to win the prize!

You can now change banking details and payment day directly in the Advisor Centre, on your own, for all your in-force life insurance contracts!* These new features are in addition to those deployed for Access Life last April. 

The Federal Reserve, arguably the most important economic institution in the world, is under pressure. But not the kind that comes from inflation data or labour market volatility. This pressure is political, and it’s blatant.

Starting October 3, the duration of the Guaranteed Interest Funds (GIF) rate guarantee agreement will be reduced from 60 to 45 days following the date of signature.