February 7, 2022
Topics: Savings, Digital tools
The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
February 3, 2022
Topics: Insurance, Digital tools
Do you use these essentials in your day-to-day business?
January 26, 2022
Topics: Savings, Digital tools
Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.
December 16, 2021
Topic: Digital tools
We would like to inform you that during the month of April, your clients may notice some visual changes on the My Client Space login page.
September 23, 2021
Topics: Insurance, Miscellaneous, Digital tools
Here are a few new features that have been implemented to help you adapt to your new reality!
September 22, 2021
Topics: Savings, Digital tools
Did you know that the segregated funds portal has over 50 marketing documents and tools to help you sell segregated funds?
