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Desjardins Wealth Management – Untap new client opportunities using Guarantee Advantage

November 16, 2023 EST @1:00 pm - 2:00 pm

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SPEAKERS:

  • Alejandro (Alex) Ayala FMA | Regional Sales Director | Desjardins Wealth Management
  • Benjamin Sylvester CIM | Regional Sales Director | Desjardins Wealth Management

SUMMARY:

Guarantee Advantage Note ®  is a market-linked term investment that provides you with a guaranteed minimum return at maturity. It also has the potential to provide you with a higher rate that falls within a pre-determined range. That means you can’t lose any money and you have the potential to earn more than you would with a fixed-interest term investment. • Guaranteed minimum return means you won’t lose any money • Potentially higher returns than a fixed-term investment • Your principal is 100% guaranteed in the event of death and quickly paid to the named beneficiary • No management fees • Eligible for registered savings plans, including TFSAs We will explore the opportunity via 3 case studies.

1 CE credit

Details

Date:
November 16, 2023 EST
Time:
1:00 pm - 2:00 pm
Event Category: