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Bond market downturn | Explanations and outlook for your clients

April 22, 2022

Topics: Savings, Investments, Economic news, Portfolio Managers

Amidst an exceptional economic and geopolitical context, the bond market suffered a significant downturn during the first quarter of 2022.

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Management Expense Ratios Update

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!

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Did you know...

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]?

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Did you know…

April 4, 2022

Topic: Savings

 

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Income tax return: save it or treat yourself?

March 26, 2022

Topic: Savings

With the end of RRSP season, your clients who will receive a tax refund may need your advice!

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Did you know…

March 23, 2022

Topics: Savings, Digital tools

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A broader offer | Documents available in Chinese and Punjabi

March 7, 2022

Topics: Insurance, Savings

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.

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Stock market volatility | What to invest in?

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.

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Savings | Death benefits claim: even easier!

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.

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Did you know...

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?

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