Your clients are wondering if they should rethink their investment approach and if this is the right time to do so? Here are 3 options to consider in the current climate.
February 14, 2023
Topic: Portfolio Managers
Check out this quarterly fund profile as well as an in-depth manager commentary for the Emerging Markets (Jarislowsky Fraser) Fund.
February 14, 2023
Topic: Portfolio Managers
For each investment review, you will find an overview of the fund, the quarterly and annual commentaries, the positioning and outlook for 2023 as well as the investment process.
February 13, 2023
Topics: Savings, Investments
Did you know that there’s an easy way to increase your clients’ savings? The solution: HISA!
February 10, 2023
Topic: Web and Social Media
Here are five things to keep in mind about your social media. 🎊
February 10, 2023
Topic: Savings
Make the most of our competitive rates and give your clients security from volatility, our guaranteed interest fund (GIF) and the high interest savings account (HISA).
February 10, 2023
Topic: Miscellaneous
Take advantage of your more frequent communications with clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.
February 9, 2023
Topic: Web and Social Media
Generate sales opportunities at no cost on your social media with these ready-to-share posts from the Web Showcase!
February 9, 2023
Topic: Savings
The 2023 tax reference sheet and its new appendix on maximum LIF withdrawals by province are now available in the Document Centre and can be ordered from your provisioning centre.
