Hope you are all doing well, just a reminder if you have any potential clients with shorter time frames or a lack of ability to take on market risk, a GIA can be a good solution.
GIA’s also compare very well against GIC’s.
For example:
- Our GIA rates compare to a Non-redeemable GIC at most banks, but have some flexibility in accessing funds in case of an emergency. (Subject to potential MVA).
Clients like the option to be able to get a good rate and still have some flexibility.
- Potentially better coverage from Assuris versus CDIC, especially for those clients with deposits greater than $100,000.
- The 3 P’s of Insurance for Non-Registered Accounts. (Privacy, Creditor Protection and the ability to bypass Probate)
In addition, all GIA deposits count towards our wealth programs like our Step Up Your Wealth Bonus and the Elite Advisor.
Feel free to contact us if you have any questions or would like to discuss a potential client.
| Attachment | Size | Type |
|---|---|---|
| GIA rates today.pdf | 56.8 KB | application/pdf |