A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.
March 27, 2024
Topic: Savings
Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?
March 27, 2024
Topics: Insurance, Miscellaneous, Savings
Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.
March 26, 2024
Topics: Savings, Portfolio Managers
Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.
March 13, 2024
Topic: Savings
Introduce your clients to guaranteed investment (GIFs and HISA) alternatives that could help balance their portfolios and maximize their return potential.
March 4, 2024
Topic: Savings
We are pleased to announce that the winner of the second contest exclusive to advisors is…
February 28, 2024
Topic: Savings
The 2024 RRSP-TFSA campaign is in full swing! Enjoy a distinctive remote sales experience with EVO and our various sales tools.
February 20, 2024
Topic: Savings
The 2024 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.
February 14, 2024
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.
By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.
