| Have you considered transition to eStorage? Attached is a guideline to help you get started |
- Transitioning to electronic files can save you time, paper and physical space in your office
- There are a few risks associated with electronic documents and eStorage
- Learn what the risks are and how to mitigate them
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| New portfolio recommendation tool |
- Recently, CLAAS was decommissioned as it contained outdated fund information and was unable to be updated. we've created a replacement tool to help support client conversations and recommendations for segregated funds
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| Insurance Operations Update – March |
- Written Explanations
- Term Internal replacement process
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| GLC Monthly Market Matters investment commentary |
- Insights into current events that move the markets
- Share GLC's current market insights, news and commentaries on LinkedIn, Twitter, or email
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