Starting now: Increased life insurance amount and more efficient application processing than ever at iA.
September 1, 2022
Topic: Web and Social Media
Do you use personalized links? Here’s a new one for you, to make it easier to book appointments with your clients and prospects.
August 24, 2022
Topics: Insurance, Savings, Investments
Find out how the Smoothed Return Diversified Account (SRDA) is a great option for clients with a long-term investment horizon, looking to avoid market volatility while maintaining great return potential.
August 22, 2022
Topic: Portfolio Managers
“Q2 earnings season coincided with a busy macro calendar and this is the perfect setup for portfolio management to add value with stock selection.” — J-P Chevalier & Marc Gagnon
August 22, 2022
Topic: Portfolio Managers
“With summer holidays in full swing and key decision makers away from their desks, clearer direction should become apparent once we hit September.” — Alexandre Morin
August 22, 2022
Topic: Portfolio Managers
“In most cases, well-managed, sustainable companies with strong market positions will not have to cut their earnings estimates and may even be able to raise them. In a volatile environment, we think holding a basket of stocks with these attributes will lead to outstanding results.” — Donny Moss
August 22, 2022
Topic: Portfolio Managers
“We think there will be more volatility between now and year-end and will take advantage of it to keep improving the Fund’s risk-return profile.” — Jean-Pierre Chevalier
July 28, 2022
Topic: Portfolio Managers
“The equity market will continue to worry about recession until we have a clearer view of its impact on corporate earnings. This is the stage where active portfolio management can bring significant added value with the appropriate stock selection.” — J-P Chevalier & Marc Gagnon
July 15, 2022
Topic: Insurance
Term life insurance is flexible and can be adapted to different clienteles.
June 29, 2022
Topic: Portfolio Managers
The market is already pricing the upcoming monetary tightening. A rather neutral duration seems appropriate. Find out why.