Much time and attention is devoted to the importance of building wealth for the long term, particularly around RRSP season. What about the preservation of these portfolios particularly when a critical illness strikes? What are clients’ expectations of the discussions advisors have about the tax impact on their portfolios?

Date: February 22, 2023
Time: 2:00 p.m. to 3:15 p.m. ET
This webinar is also available in French on February 22, 2023 at 10:00 a.m. ET

CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

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Helping Canadians experience the Empire Life Difference for over 100 years

New Business: Issue Instructions

NEW: Child Rider Conversion Application

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Advisor opportunities in this digitally, pandemically & economically changed world

Now available!
Multi-Strategy Investor Q4 Commentary

Dave Paterson, CFA, Portfolio Manager shares insights on market action in the fourth quarter of 2022, commenting on how equity markets ended a challenging year by rewarding investors with solid gains in Q4. He discusses how fixed income markets ended the year on a mixed note and inflation may have peaked, but factors such as war in Ukraine, high inflation and an expected economic slowdown in 2023 mean there are still many challenges on the horizon. Dave also provides a review of his management of the Empire Life Multi-Strategy segregated fund portfolios in language that’s suitable for your investors.

Financial Markets at a glance infographic now available for Q4

The Financial Markets at a Glance infographic provides a high-level, visual way to explain the past quarter’s market changes to your investors. It presents a brief overview of world events and their impact on global markets. Easily digestible bits of information are broken down by Canadian, U.S., global equities and fixed income using colourful graphics and symbols so you can give your investors a big picture overview of what happened in Q4 2022.

Two Empire Life investment funds named best in class for 2022

We are pleased to announce that Empire Life Asset Allocation GIF and Empire Life Short Term High Income GIF  have been recognized for their exceptional risk-adjusted performance over the previous calendar year, each winning a Fundata FundGrade A+ Award. The award-winning funds exemplify the Investment team’s disciplined investment style, with a strong emphasis on finding attractively valued, high-quality businesses, with a focus on downside protection.

The Empire for Life Loyalty Program Update

The Empire for Life Loyalty Program* annual management fee credit for 2022 has been calculated based on the market value of the underlying funds on December 31, 2022 for eligible Empire Life segregated fund contracts. The fee credit has now been applied to the eligible client accounts and can be viewed on the business centre and the client portal under the "Transaction" column as a "Deposit" or "Management Fee Credit".

Staying in the market, not trying to time it, can be the best option for clients

Long-term investment success is based on time in the markets, not timing the markets. For an in-depth explanation see our first email and linked blog post, on the long-term benefits of staying invested in the markets. 

“Staying in the Market” is the first of a five-part email series covering key areas such as market timing, diversification, managing market emotions, managing risk, dollar cost averaging and the benefits of regular investing.