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.
June 22, 2022
Topic: Digital tools
Need to make a change to an in-force insurance policy? EVO lets you get the job done fast, with e-signature - now available for almost all change requests, even those requiring underwriting analysis!
June 20, 2022
Topic: Portfolio Managers
Did you know that floating rate loans, given their lack of interest rate sensitivity, will continue to stand out among credit and that income funds can remain a compelling option for investors? Find out why in these short videos.
June 17, 2022
Reflections surrounding a potential recession have started to circulate in the media. Here are a few suggested approaches you can take when discussing with and trying to help any clients who have concerns.
June 17, 2022
Be the first to discover IN YOUR INTEREST! - the freshly ground espresso of financial news, concentrated in less than 10 minutes.
Episode 1: "What's an investor's worst enemy?
June 15, 2022
Topic: Savings
Did you know that approximately 80% of Canadian parents aren't aware of the benefits of opening an RESP?