To set you apart from the competition, help you offer unparalleled advisory services and grow your business!
February 9, 2023
Topic: Portfolio Managers
"I think it’s very difficult to ignore the attractiveness of the credit markets right now. The key reason is simple: very strong return potential given where yields started the year." — Jeff Sujitno
February 8, 2023
Topics: Economic news, Portfolio Managers
A must-have tool that allows you to get an efficient and complete overview of the performance of key data and more!
February 8, 2023
Topics: Insurance, Digital tools
Tracking the status of PIUs has never been easier, now done in the Business Tracker. We have also reviewed some standards for psychological disorders and made changes to an administrative form. Learn more!
February 6, 2023
Topic: Savings
Did you know that if they could turn back the clock, 23% of retirees would consider getting more advice on planning for retirement?1
February 3, 2023
Topic: Savings
Take advantage of the excitement of the last few weeks of the RRSP-TFSA campaign to consolidate more assets, improve referrals and retention with a new mailing of opportunities to your existing clients.
February 3, 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 2, 2023
Topic: Economic news
"China is finally reopening after announcing an abrupt reversal of its strict zero-Covid policy in January.”
— Sébastien Mc Mahon and Adil Mahroug, iAIM
February 2, 2023
Topic: Savings
As tax season approaches, your clients' tax documents (savings) are gradually becoming available.
