The “Great Renewal” is coming. Are your clients ready for the mortgage renewal payment shock?
Millions of homeowners locked in super-low rates during the pandemic are about to face a financial reality check. When those terms expire, higher payments could seriously strain their budgets. Are you equipped to guide your clients through this turbulent transition?
Latest News
Reminder – Invitation to a Live Webinar - The Great Renewal: Don’t Let Your Clients Get Blindsided by Rising Rates!
September 12, 2024Category: Events
We would like to remind you that our next Virtual Water Cooler Chat will be held on Thursday, September 12, at 2:30 p.m. (ET).
After a well-deserved summer break, our Water Cooler Chats are now back in full force!
We would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, April 18. Below is a summary of key topics which were covered:
- IT technology update, including Conquest Planning integration;
- Compliance update, including upcoming Investia initiatives for 2024; and
- Operations update, where we provided information about the Client Fee Dashboard and the new banking information addition feature on the Advisor Centre.
Virtual Water Cooler Series – Conquest Reference Documents & Invitation to Next Event
March 28, 2024Category: Events
First, we would like to thank everyone who attend last week’s Water Cooler. Below is a summary of what was covered in this session:
- Investia update with President Louis H. DeConinck;
- Sales reorganization and advisor training with Frédéric Laverdière-Pagé, Vice-President, Business Sales Development at Investia; and
- New partnership with the financial planning firm Conquest Planning.
Virtual Water Cooler Series – Invitation to Next Event | Recording Link for January Session | Advisor Workgroup
January 25, 2024Category: Events
We are pleased to invite you to our next Water Cooler session, which will be held on Thursday, February 15, 2024.