All Finance Matters

Designed to help you better understand the world of the stock market, these video clips discuss, in clear language, many key questions.

  1. The new portfolio statements

    Marjorie Minet, director for Administration, explains the key benefits of two new reports.

  2. The Added Value of Advice

    Paule Rouleau, Best Practices manager, presents an overview of the added value of your advisor’s guidance.

  3. Discretionary portfolio management

    Valérie Poulin, Director, Discretionary Management, tells you more about the discretionary management options.

  4. Transparency and trust relationship

    Radek Loudin, Chief Compliance Officer, talks about the new regulatory requirements “Client Relationship Model”.

  5. Stock Selection

    Louis Wermenlinger, Vice-President and Director, Portfolio Management, tells you more about stock selection.

  6. Portfolio Management

    Jean-René Ouellet, a specialist in our Portfolio Advisory Group, helps you boost your portfolio management knowledge.

  7. Preferred Shares

    Our expert Anne Perreault discusses preferred shares.

  8. Stock Cycles

    Our expert Louis Wermenlinger demystifies stock market cycles.

  9. Bond Investment Strategy

    Our expert Michel Doucet explains bond investment strategies.

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