“The areas where we think there's tremendous opportunity are primarily in the industries that are resilient, or that are below their long term trends.” — David Fingold
July 11, 2023
Topics: Savings, Investments
The key to a successful vacation is to start planning well in advance. The same is true for your retirement plans: Planning early is essential to ensuring your peace of mind. Stand out with a personalized approach!
July 6, 2023
Topic: Digital tools
More ways to communicate with us, including live chat.
July 6, 2023
Topic: Portfolio Managers
Dan Bastasic provides an update on his suite of Strategic Funds, while also sharing his thoughts on the strength of the economy, inflation, interest rates, and more.
July 4, 2023
Topic: Portfolio Managers
Discover the first edition of the 5-minute FINcast Vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.
July 4, 2023
Topic: Insurance - Living Benefits
Summer is the ideal season for taking advantage of the good weather, nature and outdoor activities.
June 21, 2023
Topics: Insurance, Miscellaneous, Savings
Did you know that 49% of new individual insurance clients in 2019, 2021 and 2022 are newcomers?
June 21, 2023
Topics: Savings, Investments
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.
June 20, 2023
Topic: Portfolio Managers
Since the start of Q2, Marc Gagnon's Canadian Equity Growth Fund has outperformed its peers. Find out why.
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June 19, 2023
Topic: Portfolio Managers
"As if the risk of continued high inflation, a potential recession in late 2023 and the U.S regional bank crisis were not enough, another risk came to the fore, namely the U.S debt ceiling.” — Marc Gagnon & Maxime Houde, iAGAM
