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Fiscal allocations as at December 31, 2023

January 18, 2024

Topic: Investments

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2023 is now available.

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Fiscal allocations as at October 31, 2023

November 20, 2023

Topic: Investments

We are providing you with a table of the different fiscal allocations for our fund lineup in the Classic Series 75/75 of the IAG SRP as at October 31, 2023.

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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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Interview | Why choose GIFs and HISA in five questions

April 21, 2023

Topics: Savings, Investments

Guaranteed interest funds (GIF) and high interest savings account (HISA) are currently two extremely attractive savings solutions for your clients. Philippe Guillemette, financial planner from the Large Case Solutions team, explains why.

 

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Did you know…

April 17, 2023

Topics: Savings, Investments

Guaranteed interest funds

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Happy birthday to...

April 3, 2023

Topics: Investments, Economic news

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Did you know…

April 3, 2023

Topics: Savings, Investments

Prestige preferential pricing

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Banking Insecurity in the U.S. | 3 points to discuss with your clients

March 20, 2023

Topics: Investments, Economic news

Here is some background information to contextualize the situation and answer your clients' concerns following the Silicon Valley Bank collapse.

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