Did you know the advice that established couples had for newlyweds to help set up their new financial union for success was to avoid unmanageable debt and to start saving early for retirement?*
July 6, 2022
Topic: Savings
Good news! It is now possible to receive death benefit cheques at the agency.
July 5, 2022
Topic: Savings
The semi-annual investment statements will soon be available!
June 30, 2022
Topic: Portfolio Managers
The Canadian market is resilient as US equity valuations reach historically low levels. Find out why.
June 29, 2022
Topics: Insurance, Miscellaneous, Savings, Insurance - Living Benefits
iA continues to assert its industry leadership with historic Q1 results, making it a compelling partner for advisors.
June 29, 2022
Topic: Portfolio Managers
The market is already pricing the upcoming monetary tightening. A rather neutral duration seems appropriate. Find out why.
June 29, 2022
Topic: Portfolio Managers
The current environment creates opportunities for dividend mandates. Several stocks are already pricing the worst. Find out how.
June 28, 2022
Topics: Savings, Investments
The fear of losing money is an understandably strong emotion, and it’s normal for your clients to have questions on the financial pespective ahead.
June 28, 2022
Topic: Digital tools
Did you know that preparing for your absence from work is essential?
June 23, 2022
Topic: Portfolio Managers
Inflation concerns is shifting to recession fears. The strategy is to look for the thematic winners of this decade, not the previous one.