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Comfort Letter for Clients:
Return to Investment Advisor Resources- May 22: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 15: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 8: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 1: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- April 24: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- March 27: Client Comfort Letter - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- March 12 Client Comfort Letter - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- CI Investments - Q1 Client Letter
- iA Investments - Client Letter Keeping The Right Perspective
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Client Resources:
Return to Investment Advisor Resources- Federal & Provincial Economic Response to COVID-19
- Invesco - Navigating Volatility
- Fidelity Investments - Investing for Success
- Feds announce relief for retirees drawing down RRIFs
- Government Filing Deadlines, RRIF Minimum Payment Changes, Questions Regarding Corporations and Partnerships
- Mackenzie Investments - Federal tax & income support measures to combat the effects of COVID-19
- Mackenzie Investments - A quick review on Canada’s economic response plan
- Highlights of Canada's COVID-19 Economic Response Plan
- 2019 Morningstar Andex Chart
- Mackenzie Investments Investing Insights
- Mackenzie Investments One-step Dollar Cost Averaging
- Manulife Investments - Five timeless principles for investing success
- BMO Global Asset Management - Missing the best days in the market
- Sun Life Global Investments - Diversification can help smooth out returns over the long term
- Sun Life Global Investments - Does it pay to stay invested when markets fall?
- Sun Life Global Investments - 2020 RRIF Minimum Relief Measures
- Sun Life Global Investments - Don't Blame COVID-19, Cash Flow was poor to begin with
- iA Financial Group - Don't lose twice - After Periods of Market Volatility, how long will it take for you to recover?
- BMO Global Asset Management - Macro outlook in times of the coronavirus: This is not a 2008 song
- BMO Mutual Funds - Some of the top reasons not to invest over the last 3 decades
- BMO Global Asset Management - Defensive Growth Equity Investing Protection and Growth – You Can Access Both
- iA Wealth – How history proves that staying invested when things get rough pays off in the long run
- iA Wealth - Stick with Your Plan and Keep Your Perspective
- iA Financial Group - Enter, Exit or Stay Put? Protect Your Investments From Your Emotions!
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Introducing RBCI E-Signatures on GIFs & Annuities Apps:
Return to Investment Advisor Resources- RBC Accepting e-signature for Seg Fund and Annuity applications
- DocuSign- How to e-Sign using DocuSign
- Application - RBC Payout Annuities
- RBC Guaranteed Investment Funds Application for Registered and Non-Registered Contracts
- RBC Guaranteed Investment Funds Application for Tax-Free Savings Account (TFSA)
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Manulife Seg Fund Business:
Return to Investment Advisor Resources- Manulife has made it easier to do inforce changes and transactions and also do not need a wet signature
- Manulife Investments Client Signature Requirements for Segregated Funds, GICs/Term Funds and Annuities
- Dual Method Identification Form NN1663 | Français
- Making it easier to submit segregated fund and GIC business during Coronavirus
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Advisor Practice Management Resources:
Return to Investment Advisor Resources- Mackenzie Investments - Your Market Volatility Tutor
- How to have a virtual first meeting
- The Social Advisor’s Guide to LinkedIn
- BMO Asset Management Insights - How to Manage Volatility Now – and Enhance Your Practice
- A best practices checklist for a seamless client experience - Be prepared for every virtual meeting
- Connecting With Your Clients In The Virtual World
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Links to non-face to face investment e-app videos:
Return to Investment Advisor Resources- Empire Life – view an online video demonstration (password: fastandfull)
- Equitable Life – register to view an online video demonstration
- iA Financial Group - view an online video demonstration (please note the presentation will begin 4 minutes into the video)
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Temporary Underwriting Requirements & Limits as of May 21
Inforce Premium Payment Options & Deferral Plans by Carrier May 26
Settling Requirements & First Premium Payment Options by Carrier as of May 5
Policy Issue Methods by Carrier as of May 6
Carriers with online mailbox for advisors as of April 7
Carrier Business Process Updates
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Use DocuSign to obtain signatures remotely and electronically. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time. DocuSign does offer a free trail.
To learn more please click here.
To access the free trial please click here.
For support on DocuSign please click here.
DocuSign eSignature
PLEASE NOTE NOT ALL CARRIERS OR HUB CAPITAL CAN ACCEPT THE USE OF DocuSign. BEFORE USING DocuSign ON ANY DOCUMENTS WE SUGGEST YOU CONTACT THE CARRIER OR HUB TO SEE IF IT’S A POSSIBLE SOLUTION. WE SUGGEST YOU BECOME FAMILIER WITH DocuSign AS MORE COMPANIES MAY START MOVING IN THIS DIRECTION.Use DocuSign to obtain signatures remotely and electronically. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time. DocuSign does offer a free trail.
To learn more please click here.
To access the free trial please click here.
For support on DocuSign please click here.
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E-App Processes
For support with E-Apps, contact your insurance specialist by emailing: brokers@hubfinancial.com.
Pour obtenir de l'aide avec les propositions électroniques, contactez votre spécialiste en assurance : brokers@hubfinancial.com.
- BMO - SmartApp - Watch tutorial
- ivari - LifeView - Watch tutorial
- Equitable - EquiNet - Watch tutorial
- Industrial Alliance - Evo - Watch tutorial
- RBC - Fundamental Series - Watch Tutorial
- Canada Life -Simple Protect - Watch tutorial
- Empire Life - Fast & Full Life Application - Watch tutorial
- Desjardins - Web i - Watch tutorial
- Manulife - E-App - Watch tutorial
- Sun Life - eApp - Watch tutorial | Access Sun Life eApp here
Using eSign in Sun eApp
Using the advisor statement in Sun eApp
Designating beneficiaries in Sun eApp
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Recent HUB Communications
May 15: Webinar with HUB’s Executive team & Bruno De Pace, Director Practice Management Strategic Business Development at CI Investments
May 13: Important Carrier Announcements - Jamie Greenfield, EVP and COO
May 7: Covid-19 - Updates & Carrier Announcements - Jamie Greenfield, EVP and COO
April 29: Covid-19 - New Resources and Opportunities - Jamie Greenfield, EVP and COO
April 28: Webinar with HUB’s Executive team & Paul Savage, Head of Product & Pricing, Individual Insurance at Manulife - Terri Botosan, CEO
April 22: Webinar with HUB’s Executive team & Jay Sankoff, AVP New Business and Underwriting at Sun Life - Terri Botosan, CEO
April 20: Covid-19 Updates – Action and Opportunities - Jamie Greenfield, EVP and COO
April 9: FlexSave Processing During COVID-19 - Director, FlexSave and Group Solutions
April 7: Webinar with HUB’s Executive team - Terri Botosan Chief Executive Officer
April 6: Covid-19 – Monday, April 6th Update - Jamie Greenfield, EVP and COO
March 31: Reduced in-office hours, same level of service - Southwestern Ontario - Mona Wahab, Regional Vice President, Ontario
March 31: Reduced in-office hours, same level of service - GTA - Mona Wahab, Regional Vice President, Ontario
March 30: Important Compliance Update – Limited Trading Authorizations (“LTAs”) – Temporary Changes to Approval Process - Julie Yim, Director, Investment Compliance
March 27: COVID-19 – Friday Update - Jamie Greenfield EVP and COO
March 24: QC Office Closure - Giancarlo Alfonso, Regional Vice President
March 23: COVID-19 Guidance on Procedures and Temporary Measures - Cheryl Hamilton, VP, Risk Management and Chief Compliance Officer
March 20: Friday Update - Terri Botosan, CEO of HUB Financial
March 19: Keeping you Informed - Aly Damji, EVP Investment Division and HUB Capital
March 19: COVID-19 and Canada Post - Jamie Greenfield, EVP and COO
March 17: Connecting you with Investment E-Application opportunities - Aly Damji, EVP, Investment Division and HUB Capital
March 12: Market Volatility amid Covid-19 (Coronavirus) - Aly Damji, EVP, Investment Division and HUB Capital
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Market Updates
- May 22: Weekly Market Monitor - Sun Life
- May 11: MFS Insights Market Knowns and Unknowns
- May 8: COVID-19 Economic Update - RBC
- May 1: COVID-19 Economic Update - RBC
- April 29: COVID-19 Exploring the exit strategy - Eric Lascelles Chief Economist
- April 27: Mackenzie Investments: Best Recommendations for The Current Market
- April 16 - Empire Life Investments Portfolio Update – Empire Life’s Dividend Growth Fund
- April 15: Emerging Markets after the pandemic - RBC
- April 14: FidelityConnects: The Global Macro View - Comments from Jurrien Timmer, Director of Global Macro
- April 14: Empire Life - The effect of COVID-19 on the corporate bond market
- April 9: Sun Life Global Investments - Weekly Market Monitor
- April 7: Dynamic Funds Market Update - A green light to start the week
- April 6: Staying the course – Conservative Portfolios
- April 3: Dynamic Funds – Market Update: Black Gold
- April 2: Dynamic Funds – Insights on recent market events
- April 1: Dynamic Funds - The Investment Junction
- April 1: Dynamic Funds - An update from David Fingold
- March 31: Sun Life Global Investments - MFS Insights: Thoughts On A Crazy Couple Of Weeks
- March 30: Mackenzie Investments - Weekly Commentary
- March 27: Sun Life Global Investments - Weekly Market Monitor
- March 25: Empire Life Investments - Avoid Costly Behavioural Mistakes during the Stock Market Storm
- March 24: RBC Global Asset Management - Lower asset prices should lead to higher long-term returns
- March 23: BMO Global Asset Management - This Week in the Markets
- March 20: Sun Life Global Investments - Weekly Market Monitor
- March 20: Quarterly Highlights from AGF
- March 18: Knowledge Bureau - Economic Response Plan for the COVID-19 Pandemic
- March 18: RBC Eric Lascelles Economic Update
- March 18: iA Financial Group Keeping The Right Perspective - Market Commentary
- March 17: Franklin Templeton - Coronavirus: Volatility and Opportunity Update
- March 17: Franklin Templeton - Franklin Bissett Dividend Income Update
- March 13: Sun Life Global Investments Weekly Market Monitor
- March 13: Franklin Templeton - The Oil Price Plunge and Emerging Markets Impact
- March 12: Mackenzie Investments - Market turbulence follows coronavirus and oil price war
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Upcoming Webinars and Calls
Play On-Demand Recent Webinar Replays- Every Wednesday at 3:00pm EST + On Demand Replays
Canada Life: Market Commentary Webcast
Access here | Français - Every Wednesday at 4:00pm EST
Invesco thought leaders discuss latest market developments
Dial-In Information: 1.800.945.0427 or 866.772.4321 (No passcode required) -
Tuesday, May 26 at 4:00pm EST
Mackenzie Call Series: Economic updates and perspectives on high yield bonds and ETFs
Toll-Free: 1-800-952-5114 | Passcode: 3309147 -
Wednesday, May 27 at 11:30am EST
North America’s comeback opportunity Guest: Darren Lekkerkerker, portfolio manager
Register here -
Wednesday, May 27 at 12:00pm EST
Market Outlook Conference Call with Brian Belski - BMO Capital Markets
Register here -
Wednesday, May 27 at 4:30pm EST
Market Update call with Jeff Haydar and Roshan Thiru
Zoom Online | Password: 141071
Or Telephone: 1-855 703 8985 (Toll Free) | Meeting ID: 948 6506 2951# | Password: 141071 -
Thursday, May 28 at 11:30am EST
Fidelity experts on the future of the health care sector Guest: Alex Gold, portfolio manager Dr. Judith Finegold, health care equity research analyst and portfolio co-manager
Register here -
Thursday, May 28 at 2:00pm - 3:15pm EST
Empire Life: Sequence of Returns Risk and Retirement Income Strategies
Register here -
Thursday, May 28 at 4:00pm EST
Navigating Volatility: A Fixed Income Perspective
Register now -
Thursday, May 28 4:00pm EDT
Mackenzie Investments - Live with Steve Locke
Register here -
Friday, May 29 at 11:30am EST
Investing in technology innovators Guest: HyunHo Sohn, portfolio manager
Register here -
Monday June 1 at 2:00pm EST
Assumption Life’s Monthly Market Update
Register here -
Tuesday, June 2 at 4:00pm EST
Mackenzie Call Series: Economic updates and perspectives on oil, gas, and resources
Toll-Free: 1-800-952-5114 | Passcode: 3309147 -
Wednesday, June 3 at 4:00pm EST
Expert perspectives on current market volatility
Register here -
Monday, June 4 at 1:00pm – 3:00pm EST
RBC Insurance Wealth Event, Supporting you through times of market uncertainty
Register here -
Thursday, June 04 at 4:00pm EDT
Mackenzie Investments - Live with Phil Taller
Register here -
Thursday, June 11 at 4:00pm EDT
Mackenzie Investments - Live with Dina DeGeer and David Arpin
Register here
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Recent Webinar Replays
Upcoming webinar listings-
**REPLAY** Wednesday, May 20
Capital markets update call
Online - **REPLAY** Wednesday, May 13
Nate Rhees, BMO Concentrated US Equity – Investing with Conviction in the Covid-19 World
Replay Line: 1-855-669-9658/604-674-8052, Participant Passcode: 4560# available until June 13, 2020 -
**REPLAY** Tuesday, May 12
Covid Update: BMO Capital Markets (May 11)
Online (does not work on internet explorer) -
**REPLAY** Thursday, May 7
Webinar featured two experts on health care and capital markets. Jeff Elliott and Sandy McIntyre discussed relevant COVID 19 impacts
Register to watch -
**REPLAY** Wednesday, May 6
Capital Markets update call - Manulife Investment Management
Online -
**REAPLAY** Monday, May 4
Economic Update - RBC Global Asset Management
Online | Passcode: 49663540
Dial in: 1 (888) 843-7419 | Passcode: 9639 724# - **REPLAY** Monday, May 4
Capital markets update call - Manulife Investment Management
Listen here -
**REPLAY** Thursday, April 30
Succeeding in a Digital and Non-Face-to-Face World
Watch here -
**REPLAY**April 23rd
Update on Emerging Markets (30 minutes)
Online or Dial in: (800) 558-5253 or (416) 626-4100. Program ID #: 21960141# - ***REPLAY*** Thursday, April 23
Positioning Empire Life Dividend Growth Fund during COVID-19 and beyond
Watch here - **REPLAY** - Tuesday, April 21
RBC- What happened with Oil? The 10-Minute Take: What the collapse of crude prices means for the oil market
Listen here -
**REPLAY** April 20th – Economic Update (60 minutes)
Dial in: 1 (888) 843-7419 | Passcode: 7921 136#
or online | Passcode: 49611103 -
**REPLAY** - Monday April 20
Manulife Investment management Capital markets update call
Watch here -
**REPLAY** - Thursday April 16
Chris Heakes & Chris McHaney, BMO Global Asset Management – BMO Strategies to help your retired clients achieve their financial plans and goals
BMO Retirement Portfolio Funds & Low Volatility
Replay Line: 1-855-669-9658/604-674-8052, Participant Passcode: 4367# available until May 16, 2020 -
**REPLAY** - Wednesday April 15
SIA Wealth Management
WEBCAST: Replay -
**REPLAY** - Wednesday April 15
Michael Hughes, GuardCap Asset Management – BMO Concentrated Global Equity Fund
Replay Line: 1-855-669-9658/604-674-8052, Participant Passcode: 4366# available until May 15, 2020 -
**REPLAY** - Tuesday April 14
Larry Berman, ETF Capital Management, BMO Tactical Dividend ETF Fund
Replay Line: 1-855-669-9658/604-674-8052, Participant Passcode: 4365# available until May 14, 2020 -
**REPLAY** - Monday, April 13
Manulife Investment Management - Capital Markets Update Call
Online -
**REPLAY** - Monday, April 13
RBC Economic Update with Eric Lascelles
Online | Passcode: 49591743 | or Dial in: 1 (888) 843-7419 | Passcode: 6682 613# -
**REPLAY** - Thursday, April 9
Steven Shepherd, BMO Multi-Asset Solutions Team
Replay Line: 1-855-669-9658/604-674-8052, Participant Passcode: 4333#
available until May 9, 2020 -
**REPLAY** - Thursday, April 9
RBC Global Asset Management - North American Equity Update
Dial in: (800) 558-5253 or (416) 626-4100. Program ID: 21959108# -
**REPLAY** - Wednesday, April 8
Michael Hughes, GuardCap Asset Management – Concentrated Global Mandates (Equity & Balanced)
Replay Line: 1-855-669-9658/604-674-8052, Participant Passcode: 4332#
available until May 8, 2020 -
**REPLAY** - Wednesday, April 8
RBC Global Asset Management: Quantitative Investments Update
Dial in: (800) 558-5253 or (416) 626-4100 | Program ID: 21959094# -
**REPLAY** - Wednesday, April 8
Empire Life - Why segregated funds: Canadians want guarantees
Access here -
**REPLAY**Monday, April 6
John F. Oakey, CPA, Tax Expert, Baker Tilly
Replay Line: 1-855-669-9658/604-674-8052, Participant Passcode: 4334#
available until May 6, 2020 -
**REPLAY** - Monday, April 6
RBC Global Asset Management Inc. Economic Update
Dial in: 1 (888) 843-7419. Passcode: 8898 784# -
**REPLAY** - Thursday, April 2
Signature Global Asset Management
Access here -
**REPLAY** - Tuesday, March 31
Black Creek Investment Management
Access here -
**REPLAY** - Friday, March 27
Empire Life Investments - Market Update Navigating Markets in Uncertain Times
Access here -
**REPLAY** - Thursday, March 26
RBC Global Asset Management - Extreme volatility and the impact on global fixed income and currency markets
Dial in: 1-888-843-7419 | Passcode: 9301 989# -
**REPLAY** - Tuesday, March 24
Manulife - Market fluctuations webinar
Access here + Tips for dealing with market volatility - **REPLAY** - Monday, March 23
Manulife Market Update Advisor Call
1-800-408-3053 / 905-694-9451 Passcode: 3568851#
or download here - **REPLAY** - Friday, March 20
Franklin Templeton - Dr Michael Hasenstab on Navigating Market Shocks
Access here - **REPLAY** - Friday, March 20
Franklin Templton - Navigating COVID-19 and Other Market Shocks
Access here - **REPLAY** - Wednesday, March 18
Manulife Investment Management - Market Update Call
Toll-free dial-in number (Canada/US): 1-800-408-3053 | Local dial-in number: 905-694-9451 Passcode: 1382536# - **REPLAY** - Wednesday, March 18
AGF Investments Weekly Market Update
Toll-free dial-in number (Canada/US): (800) 585-8367 | Local dial-in number: (416) 621-4642 | Conference ID: 9088798 - **REPLAY** - Wednesday, March 18
RBC Global Asset Management - Economic webcast - Special update: All about Covid-19
Access here - **REPLAY** - Tuesday, March 17
BMO & ETF Capital Management featuring Larry Berman
1-800-408-3053 | Passcode: 6261123# (17 mins of formal comments)
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Zoom Video Communications is a remote conferencing services company. It provides a remote conferencing service that combines video conferencing, online meetings, chat, and mobile collaboration. The basic version of Zoom is free.
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To sign up for Zoom, click here.
For support or FAQ, click here.
Zoom Video Conferencing
Introduction to ZoomZoom Video Communications is a remote conferencing services company. It provides a remote conferencing service that combines video conferencing, online meetings, chat, and mobile collaboration. The basic version of Zoom is free.
To read more about what Zoom can do for your business, click here.
To sign up for Zoom, click here.
For support or FAQ, click here.