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Market Index Heat Map | A positive first half overall

July 19, 2023

Topics: Economic news, Portfolio Managers

In both Canada and the United States, the consumer discretionary sector led the way, benefiting funds that were overweight in this sector. Most major fixed-income indices also managed to end the period in positive territory.

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Global Infrastructure (Dynamic) | Markets still hesitant to embrace capital intensive sectors

July 18, 2023

Topic: Portfolio Managers

"The markets continue to be hesitant to embrace capital intensive sectors given the rise in interest rates, especially those that require external financing to meet their growth potential." — Frank Latshaw

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Global Dividend (Dynamic) | Positioning according to opportunities

July 18, 2023

Topic: Portfolio Managers

“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

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Keys to the market | Market sentiment remained optimistic this week

July 14, 2023

Topic: Economic news

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GIF and HISA | Have you discussed this option with your clients?

July 14, 2023

Topic: Savings

GIFs: 1-year term at 4.85%, the best rate since 2007! 
HISA: 4.45%, the highest rate since it's creation! 

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Bank of Canada policy rate now at 5.00%

July 13, 2023

Topic: Economic news

Consumption growth has been surprisingly strong in Q1 in Canada. Therefore, the Bank of Canada increased its policy interest rate by 25 basis points, which now stands at 5.00%.

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Permanent vacation: help your clients achieve a successful retirement

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!

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Did you know...

July 10, 2023

Topics: Insurance, Insurance - Living Benefits

 Disability insurance

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Keys to the market | The U.S. job market remains strong

July 7, 2023

Topic: Economic news

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GIF and HISA | Rates remain at the top

July 7, 2023

Topic: Savings

GIFs: 1-year term at 4.85%, the best rate since 2007! 
HISA: 4.45%, the highest rate since it's creation! 

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