Amidst an exceptional economic and geopolitical context, the bond market suffered a significant downturn during the first quarter of 2022.
April 14, 2022
Topic: Savings
At the beginning of each year, management expense ratios (MERs) can vary based on tax rates, whether upward or downward, and therefore, need to be updated. Find out how!
April 11, 2022
Topic: Savings
Did you know… that according to the most recent Responsible Investment Association’s survey, three out of four investors are interested in responsible investing [1]?
March 26, 2022
Topic: Savings
With the end of RRSP season, your clients who will receive a tax refund may need your advice!
March 7, 2022
In Canada, the two Asian languages spoken by native speakers are Chinese1 (1.3 million) and Punjabi (543,500)2. In 2016, these communities represented a little more than 5% of the Canadian population and this percentage continues to grow from year to year.
February 17, 2022
Topics: Savings, Economic news
With the current market instability, your clients may ask you to help them review their investment allocation and maybe answer questions on the same matter.
February 16, 2022
Topic: Savings
Dealing with a death can be complicated. To help you, the Death Claim – Individual Savings and Retirement (F37-14A) has been improved: several sections and a detailed guide have been added.
February 14, 2022
Topic: Savings
Did you know that a household that has used an advisor's services for more than 15 years generally has 173% more assets than a household that has not worked with and advisor1?