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Your ongoing source of information.

Interest rate cut: Optimize your clients’ investment strategies

July 9, 2024

Topics: Savings, Investments

The recent cut in the key interest rate indicates that we are heading for a new phase in the economic cycle with growth opportunities for your clients’ savings.

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Rate cuts | Movement is expected, get ready!

May 30, 2024

Topics: Investments, Economic news

Our experts foresee imminent prime rate cuts. To remain vigilant about the potential implications of these cuts, let’s examine the connections between the business cycle and inflation, as well as 3 possible effects of these cuts on your clients’ savings and the opportunities resulting from them.

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Prestige family grouping: a win-win solution for your clients and you

August 1, 2023

Topics: Savings, Investments

Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?

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Permanent vacation: help your clients achieve a successful retirement

July 11, 2023

Topics: Savings, Investments

The key to a successful vacation is to start planning well in advance. The same is true for your retirement plans: Planning early is essential to ensuring your peace of mind. Stand out with a personalized approach!

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Market recovery: prepare your clients

June 21, 2023

Topics: Savings, Investments

The combination of inflation and market instability raises a number of concerns for your clients, and may even force them to change their savings habits.

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Deferred Sales Charges (DSC) | Regulatory changes

March 9, 2023

Topics: Savings, Investments

Effective May 26 at 4pm (ET), in line with regulatory requirements, we will no longer offer the Deferred Sales Charge (DSC) option for segregated fund deposits.
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Diploma RESP | Closed to new sales from May 26, 2023

March 9, 2023

Topics: Savings, Investments

Effective May 26, 4pm (ET), in line with regulatory requirements regarding the deferred sales charge (DSC) option, the Diploma RESP product will no longer be available for new sales.
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