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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

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

  2. The Added Value of Advice

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

  3. Discretionary portfolio management

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

  4. Transparency and trust relationship

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

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