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Insurance | Improvements – Claim forms: Critical illness and disability

March 18, 2025

Topic: Insurance

We have made improvements to the online claim form for critical illness and added an introduction page to the disability claim form, with the aim of optimizing the quality of the data collected and shortening service times.

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Action required: Validate your email address

March 12, 2025

Topic: Miscellaneous

Take two minutes to check that your email address is up to date in your Advisor Centre so you can be sure you don’t miss out on any essential information for your work:

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Global Health Care (Renaissance) | Commentary Q4 2024

March 10, 2025

Topic: Portfolio Managers

Check out this in-depth manager commentary for the Global Health Care (Renaissance) Fund.

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U.S. Tariffs | Your questions answered by our experts

March 6, 2025

Topic: Economic news

The announcement by the U.S. government of tariffs on Canadian exports has caused concern on both sides of the border.

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Deferral of change to capital gains inclusion rate

February 26, 2025

Topic: Savings

At the beginning of the year, the Minister of Finance and Intergovernmental Affairs, announced that the federal government is deferring the date on which the capital gains inclusion rate would increase from 50% to 66.66% on capital gains realized annually above $250,000 by individuals and on all capital gains realized by corporations and most types of trusts. 

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Reminder | Deadlines | RRSP contributions and RRSP loan

February 21, 2025

Topic: Savings

The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.

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RRSP-TFSA-FHSA advisor contest | January winner

February 21, 2025

Topic: Savings

Congratulations to Édith Michaud, winner of the RRSP-TFSA-FHSA advisor contest in January. She won $500 just by sharing our Facebook post!

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Fidelity European Equity - Point of view

February 17, 2025

Topic: Portfolio Managers

Find out what the prospects are for European stocks as well as comments regarding 2024 performance. 

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Renée Laflamme honoured

February 14, 2025

Topic: Miscellaneous

We are proud to announce that Renée Laflamme, our Executive Vice-President, has been honoured at the Top Financial Industry Leaders in Quebec event, by Finance et Investissement.

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Improvements to the RESP withdrawal request form (F51-183A-1)

February 14, 2025

Topic: Savings

 
A new simplified version of the Request to Withdraw Funds from a Registered Education Savings Plan for Educational Purposes (F51-183A-1) is available in the Document Centre of your Advisor Centre.
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Economic News with Sébastien Mc Mahon

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