October 17, 2022
Topics: Savings, Investments
To avoid additional stress due to market fluctuations in the event of the loss of a loved one, assets held in segregated funds will be transferred to the money market fund upon notification of the death of the annuitant or the last successor annuitant.
October 6, 2022
Topics: Savings, Investments
It's time to register for this new edition which will be held under the theme “Shaping success”.
October 5, 2022
Topics: Savings, Investments, Economic news
Here you will find the most relevant publications to help your clients during the current period of market instability: articles, podcasts, informative charts, etc.
September 19, 2022
Topics: Savings, Investments
Did you know that the decision to remain invested with an institution or financial advisor tends to be highly correlated with the financial performance of the savings product held?
September 12, 2022
Topics: Savings, Investments
On average, Canadian retirees aged 65 only received 58% of the maximum amount they could have been eligible for?
September 6, 2022
Topic: Investments
Did you know that for the average investor, the terms segregated fund, mutual fund and exchange-traded fund (ETF) can all mean the same thing?
August 24, 2022
Topics: Insurance, Savings, Investments
Find out how the Smoothed Return Diversified Account (SRDA) is a great option for clients with a long-term investment horizon, looking to avoid market volatility while maintaining great return potential.
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 3, 2022
Topics: Savings, Investments, Economic news
Secure your clients’ retirement in the context of market volatility.
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