Resources
Who is working with you and your money?
Guide
Cross-selling has become a popular strategy for investment professionals. When done properly, it can benefit both the client and the investment professional.
Guide
Floods. Hurricanes. Fires. Earthquakes. Last year, Canada reached more than $3.1 billion in insured losses due to catastrophic events1. With climate change, natural disasters and extreme weather events a reality facing all Canadians, you may be wondering if you have the right insurance coverage in place to make sure you are well protected.