Explore every episode of the podcast IN YOUR INTEREST!
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The impact of Trump’s statements on the markets | 14 mars 2025 | 00:09:35 | |
The relentless stream of statements from Donald Trump is generating a lot of uncertainty for the global economy. In our second episode on the beginning of the Trump 2.0 era, our specialists discuss the consequences such comments could have on the stock and bond markets, in particular. | |||
| What to make of the first month of Trump 2.0? | 03 mars 2025 | 00:13:02 | |
Since his inauguration on January 20, Donald Trump has signed several executive orders and made frequent media statements. Tariff threats, territorial aspirations, deregulation—our experts take a look at the various developments over the past few weeks from a geopolitical perspective. | |||
| Current issues in residential and commercial real estate | 11 févr. 2025 | 00:10:50 | |
The real estate market has always been very active, but since the pandemic, new challenges have emerged. In an environment where we have a shortage of construction labour and a critical housing shortage, is it possible to build data centres and residential units at the same time, or convert office towers into condos? | |||
| Investments: Answers to your biggest questions! | 21 janv. 2025 | 00:10:05 | |
Among the questions our clients ask us, one comes up time and time again: “Where should I invest among the multitude of options on the market?” Based on the current economic situation, we explore various investment options as well as the tax advantages of different savings products. | |||
| Winter 2025 economic outlook | 20 janv. 2025 | 00:11:00 | |
The beginning of 2025 will obviously be marked by the new political orientations in the United States. As the issue of tariffs seems increasingly linked to that of national security, what should the U.S.’s economic partners expect? In particular, Canada, Europe and China will have to reconcile this situation with the imminence of other domestic political challenges. | |||
| Financial resolutions for 2025 | 14 janv. 2025 | 00:12:39 | |
When making New Year’s resolutions, we shouldn’t forget those related to our savings. For both the accumulation and disbursement stages, it’s important to have a plan and to stick to it, but above all to have an advisor to help us gain emotional objectivity and stay focused on the big picture of our financial situation. | |||
| Our economic outlook for 2025 | 07 janv. 2025 | 00:16:17 | |
There’s no doubt that 2025 will continue to be marked by central bank decisions, and by the uncertainty of potential changes on the political front. In a friendly round of economic forecasting, our experts try to predict how the bond and equity markets might respond to different scenarios. | |||
| Our economic outlook for 2025 | 27 déc. 2024 | 00:12:04 | |
On the financial scene here and abroad, the year 2025 will undoubtedly be marked by a number of uncertainties. Trump 2.0, socio-economic challenges in China and Europe, geopolitical tensions, and the meteoric rise of artificial intelligence are just a few examples. With this context come certain risks, but also some interesting opportunities. | |||
| Artificial intelligence and its impact on the markets | 27 déc. 2024 | 00:04:50 | |
After the training phase that has marked the last few years, artificial intelligence is moving into a second phase that will benefit a wide range of companies. Beyond semiconductor manufacturing, the energy, metals and cloud computing sectors in particular will benefit from this second phase of widespread adoption. Our expert gives us the facts. | |||
| 2024 Market Review | 20 déc. 2024 | 00:14:21 | |
Despite a slow start, 2024 turned out to be an excellent year for the stock markets. While the technology sector led the way, the utilities sector was a pleasant surprise. It was also a good year for bonds and gold. Throughout the year, the U.S. market dominated, but Canada caught up along the way. Listen as our experts discuss. | |||
| 2024 Economic Review | 17 déc. 2024 | 00:11:54 | |
Although 2024 was marked by previously anticipated events (such as central bank rate cuts), there were also a few surprises in store, such as the good performance of the U.S. economy and the battle won against inflation in Canada. As the year draws to a close, we take a look back at the economic landscape over the past 12 months. | |||
| Advantages of the FHSA | 09 déc. 2024 | 00:09:48 | |
A new savings product, the FHSA can now be added to the HBP to allow for a larger downpayment on a first home. These two programs differ in certain respects, however. With our guest expert, we analyze the strengths of the FHSA and the advantages it provides within various savings strategies. | |||
| The impact of inflation on philanthropy | 03 déc. 2024 | 00:12:00 | |
Philanthropy has many faces. Even if recent inflation has reduced individuals’ charitable portfolios, they can still contribute to the community in numerous ways. For companies, well-practiced philanthropy can also be a vector for attracting and retaining employees. As the holidays approach, our expert covers the topic. | |||
| The American election in review | 26 nov. 2024 | 00:13:59 | |
We now know that the Republicans have won the presidency, the Senate and the House of Representatives. Although the markets had incorporated this possibility into asset prices before election day, movement accelerated the day after November 5. Now that several appointments to various key positions have been announced, our experts discuss the economic directions Donald Trump's next term could take. | |||
| The wealth management market in Canada | 19 nov. 2024 | 00:12:20 | |
In Canada, the wealth management market has grown considerably, both in terms of the funds under management and the number of advisors. As clients' finances become increasingly complex, advisors are called upon more than ever to work as part of a team, to grow with their clients and to have excellent listening skills. | |||
| The path to leadership | 12 nov. 2024 | 00:13:44 | |
For Stéphan Bourbonnais, becoming a good leader starts with identifying and respecting your personal values. This helps you better visualize the path to the performance you’re trying to achieve and the actions to take to get there. | |||
| Financial Literacy Month special: Debunking 7 myths | 05 nov. 2024 | 00:18:44 | |
Some myths about finance and savings are often stated as absolute truths. With our expert, we analyze seven of them under three main themes: debt and investment, retirement, and age-related savings. | |||
| Dancing with the investment stars | 29 oct. 2024 | 00:12:22 | |
Though they’re both stars in the world of investing, Warren Buffet and Jim Simons have seemingly opposite investment philosophies, the former being a discretionary investor and the latter a quantitative investor. While one focuses on careful observation of targeted companies and the other on computer models that identify major trends, both investment philosophies rely on in-depth data analysis. | |||
| How to make hybrid work a success in 2024 | 22 oct. 2024 | 00:08:14 | |
While it was widely adopted as an emergency response to the pandemic, we now need to consider telecommuting and hybrid working methods from a permanent perspective. For employees and managers alike, listening, openness and experimentation are key to making this new reality a lasting and profitable success. | |||
| Investing is everyone's responsibility... but who exactly is "everyone"? | 15 oct. 2024 | 00:08:55 | |
We’ve heard that “ignorance of the law is no excuse.” In the same way, in finance, investors benefit from learning as much as they can about the field. Your relationship with your advisor and your financial institution will be clearer and more profitable. Our Investia expert explains the roles and responsibilities of each and outlines the key concepts to be aware of. | |||
| Caring for someone with a mental health problem | 07 oct. 2024 | 00:11:44 | |
How can you help someone with a mental health problem? After outlining various mental health issues and their manifestations, our guest provides numerous tips on how to support someone struggling with such disorders. She also discusses the notion of resilience and gives us tips on how to cultivate it. | |||
| Impact of the U.S. elections on the markets | 02 oct. 2024 | 00:12:20 | |
While a split government the day after November 5 remains the most likely scenario, a tidal wave where Democrats or Republicans end up sweeping the Presidency, the Senate and the House of Representatives is not out of the question. Our experts outline investment strategies to respond to each of these possibilities, which will lead to economic measures with varying impacts. | |||
| Jobs in finance: an attractive, evolving market! | 24 sept. 2024 | 00:12:23 | |
Traditionally focused on sales, the job of financial security advisor has fortunately evolved. Today, this profession draws on the varied skills of a team, with specialists in different fields. Our expert shares his thoughts on the new realities of the business, digital and otherwise, but with one constant that endures: that of understanding and providing the best possible service to each client. | |||
| Leadership in finance with Adam Elliott | 17 sept. 2024 | 00:11:06 | |
Inspired by many sources to learn and grow, our guest has become a leader in private wealth management through collaboration, not competition. His vision of leadership draws on a variety of influences. Join us as he generously shares his experiences and gives his advice for building a successful career. | |||
| A busy fall for the economy | 10 sept. 2024 | 00:12:15 | |
This fall, on the economic scene, the hot topic will of course be the U.S. elections on November 5. We analyze what could happen with the presidency in the event of a Democratic or Republican victory, as well as in government, both in the Senate and in Congress. We also provide an overview of the Canadian and global economies, with a particular focus on China. | |||
| Optimizing the taxation of your investment income | 03 sept. 2024 | 00:11:33 | |
Excluding registered accounts, the investment income you earn is taxed in different ways. What’s more, since the 2024 federal budget, certain nuances have been added. Pablo Carrera, Regional Sales Director, Individual Savings and Retirement Products, gives you an overview of taxation, which can be less complicated than it sounds! | |||
| Summer 2024 economy and markets update | 27 août 2024 | 00:11:59 | |
With this summer’s market turmoil, should we start questioning the so-called “exceptionalism” of the U.S. economy? And what’s the outlook for future rate cuts in the United States and Canada? Sébastien Mc Mahon comments on recent economic news and sets the scene for the coming autumn fireworks. | |||
| The well-known and lesser-known benefits of term life insurance | 20 août 2024 | 00:13:21 | |
For young families or people who have mortgages, term life insurance can cover increased financial responsibilities over a set period. Flexible and affordable, it can be a great choice for many situations, especially if you enroll when you’re young and in good health. | |||
| Reducing the cost of post-secondary education with RESPs | 13 août 2024 | 00:08:29 | |
To offset the cost of post-secondary education and other related expenses, RESPs are a great investment, especially if you take full advantage of the related government grants. From the accumulation stage to the disbursement stage, an advisor’s expertise can be very helpful when deciding what approach to take. | |||
| How to effectively balance studies and temporary job | 06 août 2024 | 00:05:46 | |
Whether you’re a student or an employer, internships and temporary jobs can be very beneficial. However, it’s important to be well prepared so that the academic component and the professional component can coexist harmoniously and successfully. Our expert’s sound advice will be of benefit to everyone. | |||
| Keys to optimal personal and professional mental health | 30 juil. 2024 | 00:07:25 | |
The factors that can impact our mental health, both in the workplace and in our personal lives, are becoming increasingly well known. However, there are also habits that are conducive to optimal mental health. Myriam Auclair, Product Manager, Group Benefits and Retirement Solutions, sheds some light on the subject. | |||
| How to use artificial intelligence to simplify your vacation | 23 juil. 2024 | 00:08:04 | |
There are many ways you can use artificial intelligence for travel: virtual guides, real-time translation of menus or information, pre-trip and on-site budget management, and more. Find out how to put it to good use, so you can enjoy a hassle-free vacation that's a perfect fit for you. | |||
| The best ways to budget for a vacation | 16 juil. 2024 | 00:07:27 | |
Recent inflation may have reduced Canadians' recreation budgets, but there are still plenty of ways to save for a well-deserved and enjoyable vacation. Our expert also reminds us about a few unexpected issues to keep in mind when travelling abroad which can end up costing a lot, especially if you're travelling with several people. | |||
| The role of the Senate in Canada’s political system | 09 juil. 2024 | 00:11:19 | |
The role of senators, now appointed independently of governing parties, has evolved over time. Clément Gignac tells us about the many roles he plays in the Senate, and even reveals some unexpected aspects of this little-known profession. A seasoned economist, he also comments briefly on Canada’s current monetary policy. | |||
| The Fabulous Destiny of Clément Gignac | 02 juil. 2024 | 00:11:34 | |
With prominent roles at four major institutions in the Canadian financial landscape, a noteworthy stint in politics and countless media appearances as a seasoned economist, Clément Gignac recounts the highlights of his career in the world of economics, a world that still fascinates him today as a senator. | |||
| Falling rates: the effects on your portfolio! | 25 juin 2024 | 00:09:41 | |
The recent interest rate cut and the likelihood of further cuts are having a direct impact on individuals. What does it mean for variable-rate mortgages? Does it make sense to invest in GICs or in the bond market? We talk about all this in the podcast… and you should talk about it with your advisor, to see what it means for your financial situation! | |||
| Overview of the current economy - summer vacation series | 19 juin 2024 | 00:09:21 | |
While the start of rate cuts in Canada and the recovery of the global manufacturing cycle are positive news, there are still a number of issues to be resolved in the second half of 2024 and beyond. With his investigative spirit and talent for breaking things down for us, Sébastien Mc Mahon comments on current economic events and tackles the outstanding question marks. | |||
| The Inspiring Career of Denis Ricard | 11 juin 2024 | 00:40:47 | |
In this special episode celebrating our podcast’s second anniversary, Denis Ricard talks about the importance of continually learning, becoming an influential person both internally and in the business community, and acting as an inspired leader by surrounding yourself with competent people from a variety of backgrounds and experiences. | |||
| Tenants: Do I need insurance? | 04 juin 2024 | 00:12:18 | |
If you’re responsible for a loss in your rented apartment or home, tenant insurance protects you in three ways: reimbursement for your personal belongings, coverage for your civil liability, and compensation for additional living expenses while repairs are being made. Together, these three components can prove costly if you’re not covered! | |||
| The best investors are the ones who... | 28 mai 2024 | 00:09:44 | |
When it comes to investing, "let time do its thing” is a good rule of thumb. In addition to being patient, you also need to understand the different but complementary roles of the advisor and the fund manager. The fund manager manages the client's money according to their investment objectives, while the advisor acts more as a guide and intermediary between the two. | |||
| The financial challenges of immigration | 21 mai 2024 | 00:13:29 | |
According to a recent study, a large majority of newcomers find living in Canada more expensive than they expected. In this vast and diverse country, the cost of living can vary greatly from one city or region to another. Listen to our expert talk about the steps and costs involved in relocating to Canada with peace of mind. | |||
| GIC or bond fund: How do you choose the best investment for your money? | 14 mai 2024 | 00:11:50 | |
Guaranteed income strategies for immediate projects and for longer time horizons are not necessarily the same. Find out when GICs are the best choice and when bond funds are more appropriate. And learn how the two investments are closely linked to interest rates! | |||
| Taking your time can have a big impact | 07 mai 2024 | 00:13:57 | |
With their experience and big-picture view, advisors are a major asset when it comes to providing investors with information or, when there's too much, sorting through it all. Even for market-savvy people, they can act as a coach, channelling their aspirations towards rational, productive goals. | |||
| Business drives technology, Part 2 | 30 avr. 2024 | 00:09:06 | |
How do you achieve a digital transformation leveraging new technologies when, like iA Financial Group, you're a more traditional company? Pierre Miron, Executive Vice President and Chief Growth Officer, Canadian Operations, takes a closer look at some compelling examples. | |||
| Business drives technology | 23 avr. 2024 | 00:11:06 | |
As powerful and indispensable as it may be, technology always serves business interests, the end justifying the means. When effectively leveraged, these two components can lead to multiple opportunities for growth. It’s just a question of strategically harnessing them, while continually taking the human factor into account—essential to the success of any major project. | |||
| Responsible investment | 16 avr. 2024 | 00:10:04 | |
Did you know that iA Global Asset Management has a fiduciary obligation to incorporate ESG risks into its portfolios? It’s an obligation that presents lots of opportunities. And, when it comes to ESG factors and investment, do we have to compromise on high returns? Or is that just a myth? Listen to our experts to sort the facts from the fiction! | |||
| The brick and mortar of AI | 09 avr. 2024 | 00:11:09 | |
Before artificial intelligence significantly changes our lives, there’s still a lot to think about, build and coordinate behind the scenes. Production plants will have to be set up quickly and strategically, in particular to avoid geopolitical risks. Put on your hard hat and steel-capped boots and join us on a tour of the impressive infrastructure behind artificial intelligence. | |||
| AI sustained innovation more than a disruption | 02 avr. 2024 | 00:11:45 | |
Artificial intelligence isn’t new, but it’s been growing exponentially, especially since 2012. And since 2023, its progress has exploded. How did these breakneck advances come about, and who are the big winners on the stock market? Take a fast look back with expert Maxime Houde. | |||
| Car market outlook for 2024 | 26 mars 2024 | 00:14:45 | |
The surge in vehicle costs looks set to level off in 2024. While the purchasing environment is improving, certain concepts remain essential whatever the economic climate. What do you need to check before buying or leasing a car? How much should you budget? What should you know about financing options? On these questions and more, our experts have both hands on the wheel. Let them take you for a spin! | |||
| Spring economic outlook | 19 mars 2024 | 00:09:35 | |
What do the coming months of 2024 have in store for us? As spring is often time for a good housecleaning, we’re taking stock of the state of the economy as we approach the second quarter of the year. Recent budgets, upcoming elections, uncertain geopolitical conditions: our chief economist takes a close look at all the hot topics of the day. He provides a sensitive and sensible analysis of current economic trends on a provincial, national and global scale—and on a human scale, too. | |||