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A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.

In this month's article, discover why is the next U.S. election so important.

In order to adapt our offering to today’s economic context and the changing financial reality of clients, we are significantly increasing the maximum disability and overhead expense benefit amounts under our Superior Program and Universal Loan Insurance.

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?

Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.