Powerful Financial Content, Minimal Effort
- MULTIPLE FORMATS. It comes in three formats: print, PDF, and email, each offering unique benefits for you and your client.
- TWO VERSIONS. An ‘Investing’ version ideal for IIROC licensed advisors, and a ‘Mutual Fund’ 1 version optimized for MFDA advisors so you’ll have communications that support your business.
- ENGLISH & FRENCH. The Investing version of Money Ideas is available in both languages.
- HELPFUL CONTENT. The ‘compliance-friendly’ content is timely and seasonal and is prepared to support your relationship with clients. Articles are designed to peak clients’ interest and the ‘call-to-action’ always drives them to start a conversation with you.
- PROFESSIONAL & MODERN DESIGN. Money Ideas showcases a sleek design aligned with your professional image. Tailor it to your brand with personalized elements such as photos, logos, contact info, custom titles, and messages.
- MORE MARKETING SUPPORT. Every issue includes a FREE sample client cover letter that you can personalize and include in your mailouts for a complete and professional package.