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

   

   (3 min 7 s)

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

2. The Added Value of Advice

   

   (3 min 52 s)

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

3. Discretionary portfolio management

   

   (4 min 3 s)

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

4. Transparency and trust relationship

   

   (3 min 51 s)

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

5. Stock Selection

   

   (2 min 40 s)

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

6. Portfolio Management

   

   (5 min 33 s)

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

7. Preferred Shares

   

   (3 min 35 s)

   Our expert Anne Perreault discusses preferred shares.

8. Stock Cycles

   

   (5 min 14 s)

   Our expert Louis Wermenlinger demystifies stock market cycles.

9. Bond Investment Strategy

   

   (4 min 58 s)

   Our expert Michel Doucet explains bond investment strategies.