iA CONNECTED

It’s a well-known fact, it’s never too early to start planning for retirement. To ensure that it lives up to expectations and doesn’t come with too many worries, it’s important to plan ahead.

"Nearly nine out of 10 Canadians (87%) aged 55 and over would like to have an investment product that offers capital guarantees, but two-thirds of them are unaware that this is possible with segregated funds."¹

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.

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!

Semi-annual client statements as of June 30 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products. Here is an overview of these notes and some additional information. 

Planning for retirement can be a big challenge, and one that is often more complex for women. A recent study by the Chambre de la sécurité financière reinforces an earlier BMO survey (2023) on Canadian women’s confidence and anxiety when it comes to retirement planning:

In the next few days, some of you will be receiving a survey by email from the external firm Ad hoc research.

Looking for a quick and easy way to increase your clients’ savings, protect their financial future and reach your sales goals faster? Nearly 90% of those who contribute to a savings plan using a pre-authorized debit (PAD) have not increased their contributions since at least 2021¹.

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.

The lucky winner of the 2024 FHSA “Your first home: it starts now” contest is Daniela Augusta Pereira, from Ontario.