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.
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The new portfolio statements
Marjorie Minet, director for Administration, explains the key benefits of two new reports.
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The Added Value of Advice
Paule Rouleau, Best Practices manager, presents an overview of the added value of your advisor’s guidance.
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Discretionary portfolio management
Valérie Poulin, Director, Discretionary Management, tells you more about the discretionary management options.
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Transparency and trust relationship
Radek Loudin, Chief Compliance Officer, talks about the new regulatory requirements “Client Relationship Model”.
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Stock Selection
Louis Wermenlinger, Vice-President and Director, Portfolio Management, tells you more about stock selection.
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Portfolio Management
Jean-René Ouellet, a specialist in our Portfolio Advisory Group, helps you boost your portfolio management knowledge.
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Preferred Shares
Our expert Anne Perreault discusses preferred shares.
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Stock Cycles
Our expert Louis Wermenlinger demystifies stock market cycles.
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Bond Investment Strategy
Our expert Michel Doucet explains bond investment strategies.