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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  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”.

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