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 30, 2023
Topic: Savings
GIFs: our best 1-year term rates since 2007!
HISA: at it's highest since it's creation!
June 30, 2023
Topic: Savings
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!
June 21, 2023
Topics: Insurance, Miscellaneous, Savings
Did you know that 49% of new individual insurance clients in 2019, 2021 and 2022 are newcomers?
