Partner Content

How can structured notes benefit investors?

Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.

June 21, 2021

5 min read

How can CSV Lines of Credit bridge the “premium offset” gap?

PAID CONTENT Canadians who own a whole life insurance policy often buy in with the expectation that policy dividends will eventually cover their entire premium amount. This “premium offset” scenario is useful for Advisors looking to manage cash flow within their client’s financial plan, yet there’s a potential roadblock that many fail to consider: What […]

June 14, 2021

3 min read

Where can Canadians find a U.S. HISA safe haven that pays 1% interest?

Damon Knights, Vice President, Sales and Distribution, Personal Banking, discusses how Equitable Bank continues to challenge the status quo with their new leading U.S. HISA solution to help wake up sleepy US dollars at a time when market opportunity is ripe.

May 31, 2021

3 min read

Get clients retirement ready amid a pandemic

Canada Life Risk-Managed Portfolios offer a managed solution for a smoother investor experience.

May 18, 2021

5 min read