2016 Media Kit - Investment Executive

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2016 Media Kit - Investment Executive
2016 MEDIA KIT
FI
FINANCE ET
INVESTISSEMENT
CANADA’S NEWS SOURCE
FOR FINANCIAL PROFESSIONALS
M U LT I P L AT FO R M O F F E R
ET
FI FINANCE
INVESTISSEMENT
PRINT
16 issues per year
READERSHIP
103,000
ET
FI FINANCE
INVESTISSEMENT
WEB SITE
UNIQUE VISITORS
PER MONTH
25,000
54,000
33,000
*Google Analytics – 3-month average - June 2015
923 subscribers
5,902 subscribers
ET
FI FINANCE
INVESTISSEMENT
1,417 subscribers
777 subscribers
UPDATED: NOVEMBER 30, 2015
Table
of Contents
Newspapers
Reader Survey Highlights.................................................................................. 4-5-6
Rate Card 2016 ..............................................................................................................7
Editorial Calendar ........................................................................................................ 8
Mechanical Requirements (Print) ............................................................................ 9
SPECIAL PUBLICATIONS: ETF Guide and CRM 2 Guide ....................................10
Client Supplied Inserts .............................................................................................. 1 1
Belly Band Print Specifications ............................................................................... 12
Event Quebec’s Top 25 .............................................................................................. 13
Digital
Websites ...................................................................................................................14-15
Digital Opportunities ..................................................................................16-17-18-19
Digital Rates Card ......................................................................................................20
Brand Knowledge (Content Marketing) ........................................... 21-22-23
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 2
UPDATED: OCTOBER 20, 2015
Newspaper
Printed versions
EXECUTIVE
IE INVESTMENT
O C TO B E R 20 1 5
6 4 PAGE S
40064924
C A N A D A’ S N E W S S O U R C E F O R F I N A N C I A L P R O F E S S I O N A L S
ECONOMY
INSIDE
Volatility
stands in
growth’s path
NEWS
NATIONAL REGULATOR
Proposed legislation lays the
groundwork for numerous
reforms. Pg. 8
NEST WEALTH A media
company invests in the
robo-advisor. Pg. 10
MOVES Dennis Mitchell aims
to boost Sprott’s investment
strategy. Pg. 14
PROFIT Financial services
companies show improved
results for Q2. Pg. 18
Uncertainty reigns in
many economies —
not only in China’s
TRENDS Some clients
delay retirement to help
struggling kids. Pg. 22
PRIVACY New law offers
fraud protection to the
vulnerable Pg. 26
B Y C AT H E R I N E H A R R I S
FOCUS ON PRODUCTS
VOLATILITY Plunging stock
markets can mean juicy
profits. Pg. 33
this year tends to be the focus
of attention these days, but may
not be the biggest economic challenge facing Canada in the next
two years.
The biggest cloud hanging
over Canada’s economic growth
prospects may prove to be global
economic volatility, according
RESEARCH
TRADING
to eight economists from financial services firms surveyed by
Investment Executive (IE).
“I can’t remember a time when
there was so much uncertainty,”
says Aron Gampel, vice president
and deputy chief economist at
Bank of Nova Scotia in Toronto.
The global economy is very
soft, with the economies of many
countries — not only China —
weaker than expected this year.
Case in point: much uncertainty remains over the economic predicaments of Greece and
other heavily indebted European
countries, and a sudden surge of
the swoon in oil prices
FIXED-INCOME Recent events
have hampered bond
trading. Pg. 31
> TURN TO DESPITE / PAGE 4
INSURANCE
Pushback Prices on
on Alpha the rise
OPPORTUNITIES Investors can
pick up oil stocks at bargain
prices. Pg. 35
BONDS Portfolio managers
are leaning toward
corporate debt over
government bonds. Pg. 37
BY M EGAN HARMAN
BY JAM ES L AN GTO N
INSIGHT
the canadian equities
EDITORIAL Kudos to the
MFDA for calling for
standards for financial
planners. Pg. 39
QUEBEC CITY Tom Mulcair
has done well as a political
free agent. Pg. 40
BYB
THE DEBT DRAIN Managing
credit begins with financial
education. Pg. B6
PAUL LAWRENCE
David Scandiffio, new CEO of CIBC Asset Management Inc., says
teamwork is essential for success in business. A former football
player who once attended the Toronto Argonauts’ training camp,
Scandiffio has 20 years of experience in the Canadian financial
services sector. A few months into his new job, he believes a
winning attitude is contagious: “The key is to get everyone on
board, delivering results in their positions.” (See page 28.)
WWW.INVESTMENTEXECUTIVE .COM
newspaper for stockbrokers, mutual funds salespeople,
financial planners, personal bankers and other professionals
in the financial services business. We focus on those
financial advisors who
trading landscape is on the verge
of a seismic shift that critics say
is being introduced without adequate public debate, a situation
that they warn will harm the quality and integrity of the market.
On Sept. 21, TMX Group Ltd.
will launch its new trading model
for TSX Alpha Exchange. Among
other things, the new model will
introduce a systematic “speed
bump” to the market that will
have sold long-term care (LTC)
insurance products are likely to
encounter some unhappy clients
in the months to come, as one of
the country’s largest providers
of this type of coverage is hiking
premiums on most of its in-force
LTC policies.
The move by Toronto-based
Sun Life Financial Inc. could
make advisors even more reluctant to sell a product that’s al-
> TURN TO CONCERNS / PAGE 6
> TURN TO CLIENTS / PAGE 6
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B2B Bank does not provide investment advice to individuals or advisors and does not endorse nor promote any investment products. The dealer and
advisor, not B2B Bank, are responsible for determining the suitability of investments for their clients and for informing them of the risks associated
with borrowing to invest. B2B Bank acts solely in the capacity of lender and loan account administrator. Any loan approval from B2B Bank should not
be construed as an endorsement of any investment choice, program or strategy. Leveraging involves greater risk than purchasing investments using
only your own cash resources because it has the potential to magnify investment losses. The B2B Bank Investment Loan is available exclusively through
licensed financial advisors. ®B2B BANK and BANKING THAT WORKS FOR ADVISORS are registered trademarks of B2B Bank.
File name: Investment Loans print ad
Description: None
Client:
B2B Bank
Built size:
100%
# of sides: 1
Launched in 1989, Investment Executive is Canada’s
professionals who sell financial products – stocks, bonds,
mutual funds, insurance, etc. – and what they
need to know to do a better job for their clients.
Docket number: CU-1533
Media:
Trim size: 5.6332” x 2.1429” Colours: 4
Bleed size: 0
Folded size: 0
C
M
Y
K
Market/City: None
Publication: Investment Executive
Insertion date: TBD
Date: 2015-08-06
Rev #: 1
Client final approval:
Instruction: Keyline to be printed
pp40064924
FI
FINANCE ET
INVESTISSEMENT
O C TO B R E
2015 | 4 8 P A G E S
LE J O U RNAL D ES PRO FESSI O N N E L S D U PL AC E M E NT
AG E NTS G É N É R AUX
DANS CE NUMÉRO
Un vent de
consolidation
souffle
NOUVELLES
CONCOURS DE VENTES Dans la
mire de l’AMF. Page 8
TRANSAMERICA Défis pour
l’assureur en redéfinition.
Page 10
PAR JEAN-FRANÇOIS BARBE
APERÇU DU FNB Bientôt une
réalité. Page 12
les agents généraux (ag)
DESJARDINS Nouvelle structure en vue d’acquisitions.
Page 12
doivent répondre à des exigences
accrues en conformité provenant
des régulateurs et des assureurs.
De plus, la relève se fait rare.
Cette situation pourrait favoriser
un mouvement de concentration
chez les AG au cours des prochaines années.
« Il y a cinq ans, nous avions un
avocat spécialisé en conformité.
Aujourd’hui, la conformité nécessite une équipe de huit personnes à temps plein. Et ils travaillent fort ! Par exemple, en
août dernier, nous avons répondu à une trentaine de demandes
en conformité de diverses compagnies d’assurance », confie
James McMahon, président pour
ASSURANCE Leçons
québécoises des déboires
australiens. Page 14
PRODUITS ET ASSURANCE
ASSUREURS QUÉBÉCOIS
En repositionnement.
Page 17
DYNAMISME Des assureurs
à surveiller. Page18
SECTEUR Volatilité en vue
pour les obligations.
Page 20
ASLD Meilleures vendeuses,
les conseillères ? Page 24
> AGENTS GÉNÉRAUX
ÉCONOMIE ET RECHERCHE
MOMENTUM Le pour et
le contre de la stratégie.
Page 25
TENDANCES Tsunami venu
de Chine. Page 28
DÉVELOPPEMENT DES
AFFAIRES
FISCALITÉ Réflexion sur les
conjoints de fait. Page 29
REEP Quelques stratégies
payantes. Page 30
JURIDIQUE La CVMO plus
sévère. Page 33
ÉDITORIAL ET ANALYSES
VENTE EN LIGNE Avantage
aux « bancassureurs ».
Page 46
DOSSIER
LA TOURNÉE
DES SOCIÉTÉS DE FCP
Pages 35 à 45
SUITE PAGE 8
RVER
PHOTO : MARTIN LAPRISE
À L’AFFICHE Elle a gravi les échelons du Mouvement Desjardins comme nul autre employé. De
caissière, Angela Iermieri s’est hissée au statut de porte-parole. Qui est la voix de la plus importante institution financière établie au Québec ? À lire en page 4.
LDPSF
Quand le Québec sert d’exemple
PAR ULYSSE BERGERON
alors que le québec consi-
dère la possibilité d’un allègement
du fardeau réglementaire du secteur de l’assurance en envisageant la modification en profondeur de la Loi sur la distribution
de produits et services financiers
(LDPSF), certaines provinces
jugent plutôt nécessaire de renforcer leur réglementation… en
s’inspirant du Québec.
« Dans le reste du Canada, le
régulateur semble préconiser [la
mise en place] d’OAR (organismes d’autoréglementation),
alors qu’au Québec on les a et on
semble vouloir les éliminer »,
constate Michel Kirouac, viceprésident directeur général chez
Groupe Cloutier.
Dans son « Rapport sur l’application de la LDPSF » publié en
juin, le gouvernement du Québec
ouvre la porte à une restructuration des organisations qui encadrent le secteur financier. Il
souligne des « dédoublements »
dans les structures existantes,
remettant en cause indirecte-
W W W . F I N A N C E - I N V E S T I S S E M E N T. C O M
ment l’existence de la Chambre
de la sécurité financière (CSF).
Pourtant, dans son dernier
rapport annuel, la vérificatrice
générale de l’Ontario Bonnie
Lysyk recommandait à l’organisme responsable de la surveillance des secteurs de l’assurance et des pensions – la Commission des services financiers
de l’Ontario (CSFO) – d’envisager
de transférer une « plus grande
part de ses responsabilités » à
des OAR.
> LDPSF
Les employeurs
préfèrent
les conseillers
PAR FRÉDÉRIC ROY
les conseillers qui distri-
buent les régimes volontaires
d’épargne-retraite (RVER) bénéficient d’un avantage dans leurs
rapports avec des employeurs.
Plus de six entreprises sur
10 offrant actuellement des régimes de retraite collectifs préfèrent faire affaire avec un conseiller indépendant inscrit auprès de
l’Autorité des marchés financiers (AMF) plutôt que de faire
affaire avec un représentant de la
firme qui administre les RVER.
C’est ce que révèle un sondage en ligne effectué par Credo
> RVER
SUITE PAGE 2
SUITE PAGE 6
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B2B Banque offre des outils, des ressources et des solutions uniques,
conçus pour répondre aux besoins d’emprunt de vos clients et les
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LA BANQUE AU SERVICE DES CONSEILLERS®
b2bbanque.com/emprunterpourinvestir
B2B Banque n’offre aucun conseil de placement aux particuliers ou aux conseillers, et n’appuie ni ne fait la promotion d’aucun produit de placement.
Il incombe au courtier et au conseiller, et non à B2B Banque, de déterminer si les placements conviennent à leurs clients, et d’informer ces derniers des
risques associés au recours à l’emprunt pour effectuer des placements. B2B Banque agit seulement à titre de prêteur et d’administrateur de compte de
prêt. L’approbation d’un prêt par B2B Banque ne signifie aucunement que B2B Banque appuie quelque choix, programme ou stratégie de placement que
ce soit. Le recours à l’effet du levier pour acheter des produits de placement comporte plus de risques que de financer par des fonds propres à cause
du potentiel d’amplification des pertes. Les prêts investissement de B2B Banque sont offerts exclusivement à travers les conseillers financiers agréés.
®B2B BANQUE ET LA BANQUE AU SERVICE DES CONSEILLERS sont des marques de commerce de B2B Banque.
FI
FINANCE ET
INVESTISSEMENT
Finance et Investissement was launched in
November 1999 for French-speaking financial
professionals. Finance et Investissement reports on
the people, products, trends and technologies in
Canada’s financial services sector, with a focus on the
Quebec financial market. In addition to a strong news
component, our newspaper offers sales, marketing and
technology features that help advisors build their
File name: Investment Loans print ad
Docket number: CU-1533
Description: None
Client:
B2B Bank
Media:
Built size:
# of sides:
100%
1
Trim size: 5.6332” x 2.1429” Colours: 4
Bleed size: 0
Folded size: 0
C
M
Y
K
Client final approval:
Instruction: Keyline to be printed
Market/City: None
Publication: Finance et Investissement
businesses. The editorial team of Finance et Investissement is
Insertion date: TBD
Date: 2015-08-10
Rev #: 2
based in Montreal in order to create content that are specific to
Quebec’s financial services community.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 3
UPDATED: OCTOBER 20, 2015
Reader Survey
Highlights
1 of 3
ET
FI FINANCE
INVESTISSEMENT
Circulation (June2015): ................................................................ 41,182 ................................ 13,858
Readers Per Copy: ................................................................................2.5 .........................................1.8
Total Readership: ....................................................................... 102,955 ...............................24,944
Average Time Spent Reading: ..................................................36 min. ............................... 36 min.
Gender: .......................................................................................Male: 72% .....................................62%
...............................Female: 28% .....................................38%
Average Age: ........................................................................................... 50 ......................................... 57
Education: Have University Degree .............................................93% .....................................88%
Average Household Income: ................................................ $178,000 .......................... $149,000
Average Networth: ................................................................ $786,000 ......................... $602,000
Percentage of Readers Who Sell
Financial Products: .............................................................................71% .....................................64%
Type of Products Sold:
• Mutual Funds: ...................................................................................87% .....................................88%
• Life Insurance: ..................................................................................72% .....................................52%
• Group Insurance: .............................................................................59% .....................................24%
• Securities: ..........................................................................................30% ......................................19%
Average Number of
Families Served: .................................................................................. 272 .......................................275
Managed Assets (Average): .......................................................$51.3M ...............................$35.3M
Source: Totum Research Inc., Study Readership 2013.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 4
UPDATED: OCTOBER 20, 2015
Reader Survey
Highlights
• 2 of 3
Type of Firm
FI
Government Agency..................................................1%
Accounting Firm ........................................................2%
Credit Union ...............................................................4%
Mutual Fund Company .............................................5%
Insurance Company/Broker ...................................6%
Bank/Trust Company .............................................10%
Mutual Fund Broker ................................................. 11%
Insurance Company ................................................ 12%
Investment/Wealth management Firm .............. 13%
Financial Planning Firm .........................................14%
Investment Broker ..................................................15%
Other ............................................................................7%
FINANCE ET
INVESTISSEMENT
Law Firm/Notary Firm ............................................2%
Government Agency................................................2%
Mutual Fund Company ............................................2%
Accounting Firm .......................................................5%
Mutual Fund Broker .................................................7%
Insurance Company/Broker ..................................8%
Investment Dealer/Broker .....................................9%
Bank/Trust Company ............................................. 11%
Caisse/Credit Union ..............................................19%
Financial Planning Firm .......................................28%
Other ...........................................................................8%
Occupation
FI
Portfolio Manager/Analyst .....................................3%
Sr. Exec./Manager ....................................................3%
Branch Manager ........................................................5%
Mktg/PR/Corp. Affairs.............................................5%
Prof. (lawyer, acct, professor) ...............................5%
Mutual Fund Rep .......................................................6%
Insurance Rep ............................................................8%
Investment advisor.................................................19%
Financial planner.................................................... 32%
Other .......................................................................... 16%
FINANCE ET
INVESTISSEMENT
Personal Banker ........................................................1%
Portfolio Manager/Analyst ....................................2%
Mktg/PR/Corp. Affairs............................................3%
Branch Manager .......................................................4%
Sr. Exec./Manager ...................................................7%
Insurance Rep ......................................................... 12%
Prof. (lawyer, acct, professor) ............................ 13%
Mutual Fund Rep ....................................................14%
Financial Planner/Advisor ................................... 31%
Other ......................................................................... 12%
Source: Totum Research Inc., Study Readership 2013.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 5
UPDATED: OCTOBER 20, 2015
Reader Survey
Highlights
• 3 of 3
Professional Designations
FI
CFP (Certified Financial Planner) ......................... 42%
CIM (Certified Investment Manager) .....................10%
PFP (Professional Financial Planner) ..................... 8%
CLU (Chartered Life Underwriter)........................... 8%
CA, CMA or CGA .............................................................7%
CHFC (Chartered Financial Consultant) ................ 4%
CFA (Chartered Financial Analyst).......................... 4%
RFP (Registered Financial Planner).........................3%
All others.......................................................................28%
None ...............................................................................30%
FINANCE ET
INVESTISSEMENT
CSF (Mutual Fund Representative) ....................43%
CSF (Financial Planner)......................................34%
CSF (Life Insurance Representative) .................32%
IIROC (Investment Advisor)................................ 13%
CSF (Group Insurance Representative) .............. 13%
CA, CMA or CGA .................................................8%
MBA .......................................................................8%
C. Adm. (Chartered Administrator) .....................5%
Lawyer / Notary.................................................5%
CFA (Chartered Financial Analyst) .......................3%
CSF (Scholarship Plan Representative).................1%
All others............................................................19%
None ......................................................................6%
Products licensed to sell
FI
FINANCE ET
INVESTISSEMENT
Mutual Funds ................................................... 87%
Mutual Funds ....................................................88%
Life Insurance ................................................. 72%
Life Insurance .................................................. 52%
Group Insurance ............................................. 60%
Group Insurance .............................................. 24%
Securities ......................................................... 30%
Securities .......................................................... 20%
Source: Totum Research Inc., Study Readership 2013.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 6
UPDATED: OCTOBER 20, 2015
FI
FINANCE ET
INVESTISSEMENT
Gross Rate 2016
Effective October 1, 2015
4 Colour Display Rate
# of Insertions
1-5 x
6-12 x 13-16 x
>16x
Full Page ...................................$14,700 ........$13,875....... $13,005 ...... $12,230
3/5 Page ....................................$11,625 ........$10,985....... $10,375 .........$9,775
1/2 Page ................................... $10,405 ......... $9,830......... $9,225 ........ $8,660
2/5 Page ..................................... $8,925 ......... $8,405..........$7,930 .........$7,475
1/4 Page ..................................... $6,845 ......... $6,455......... $6,100 ........ $5,735
1/5 Page ..................................... $6,085 ......... $5,735......... $5,405 .........$5,100
1/10 Page ................................... $4,870 ......... $4,575.........$4,300 ........ $4,030
Centre Spread ......................... $35,545 ....... $33,285........$31,170 ...... $29,225
ET
FI FINANCE
INVESTISSEMENT
Full Page .................................... $8,590 ......... $8,075..........$7,515 ......... $7,045
3/5 Page ..................................... $6,790 ......... $6,405.........$6,005 .........$5,625
1/2 Page ..................................... $6,075 ......... $5,735......... $5,405 ......... $5,100
2/5 Page ..................................... $5,225 ......... $4,925.........$4,630 .........$4,330
1/4 Page ..................................... $4,020 ......... $3,785......... $3,570 .........$3,355
1/5 Page ..................................... $3,570 ......... $3,355......... $3,145 ......... $2,945
1/10 Page ................................... $2,875 ......... $2,705......... $2,550 .........$2,385
Centre Spread ..........................$21,010 ........ $19,745........$18,510 ........$17,315
• BLACK AND WHITE: IE: Deduct $2,000 from the display rates • FI: Deduct $1,300 from the display rates
• SPECIAL POSITIONS: Add 25-50%
• To qualify for the 16x rate or greater, advertiser must have at least
one insertion in 16 consecutive issues.
FULL PAGE
5 columns x 196 lines
9.5’’ x 14’’
3/5 PAGE
4 columns x 147 lines
7.5667’’ x 10.5’’
1/2 PAGE
5 columns x 98 lines
9.5’’ x 7’’
2/5 PAGE
5 columns x 79 lines
9.5’’ x 5.643’’
APPOINTMENT NOTICE WITH PHOTO (includes website):
CAREER
Investment Executive
Finance et Investissement
1-5 insertions
$19 per line
$12 per line
1/4 PAGE
5 columns x 49 lines
9.5’’ x 3.5’’
1/5 PAGE
5 columns x 40 lines
9.5’’ x 2.858’’
IE: $42 / line • FI: $27 / line
6-12 insertions
$17 per line
$11 per line
13-16 insertions
$16 per line
$9 per line
>16 insertions
$15 per line
$8 per line
BELLY BAND (supplied): $540 per thousand
SUPPLIED INSERTS
Size: 7’’ x 10’’ minimum to 10’’ x 14’’ maximum.
Sample required and subject to approval. Must be supplied to finished size.
Size of insert (supplied):
1 page (printed both sides) = $365 CPM • 4 pages = $400 CPM • 8 pages = $570 CPM • >8 pages = POR
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 7
UPDATED: OCTOBER 20, 2015
2016 Editorial Calendar
ET
FI FINANCE
INVESTISSEMENT
Month
Special Report
JANUARY
Special report
Space
Closing
Material
Closing
Distribution
1) Outlook 2016
Nov. 20, 2015
Nov. 27, 2015
Dec. 14, 2015
Dec. 18, 2015
Dec. 23, 2015
Jan. 18, 2016
Jan. 8, 2016
Jan. 15, 2016
Feb. 1, 2016
Jan. 22, 2016
Jan. 29, 2016
Feb. 15, 2016
Feb. 5, 2016
Feb. 12, 2016
Feb. 29, 2016
March 4, 2016
March 11, 2016
March 31, 2016
March 4, 2016
March 18, 2016
MID-JANUARY
1) Outlook 2016
FEBRUARY
1) Report on the Nation
2) Exempt market Investing
PART 1 of 3
1) Top 25 Most Influencial
People in Quebec’s
Financial Industry
MIDFEBRUARY
1) BYB Special: Strategies for
female financial advisors
1) Top 25:
Award Winning Ceremony
MARCH
1) Exempt market investing
PART 2 of 3
2) Federal Budget (when announced)
1) Planning for business owners
2) Exempt market investing
PART 1 of 2
1) Regulators Report Card
2) Exempt market investing
PART 3 of 3
1) Regulators Report Card
2) Exempt market investing
PART 2 of 2
APRIL
MAY
IE’s Guide to Exchange
Trades Funds
FI’s Guide des FNB
April 25, 2016
1) Report Card: Brokerage
1) Report Card: Brokerage
April 1, 2016
April 8, 2016
JUNE
1) Report Card: Dealers
1) Report Card: Multidiciplinary
April 29, 2016
May 6, 2016
May 23, 2016
JULY
1) Report Card:
Banks & Credit Unions
June 3, 2016
June 10, 2016
June 27, 2016
AUGUST
1) Report Card: Insurance
July 8, 2016
July 15, 2016
Aug. 1, 2016
SEPTEMBER
1) Report Card: Advisors
2) Deaccumulation: PART 1 of 3
Aug. 5, 2016
Aug. 12, 2016
Aug. 29, 2016
Aug. 5, 2016
Aug. 19, 2016
OCTOBER
CRM 2 Guide
1) Insurance: year in review
(Where AMF releases its report)
CRM 2 Guide
Sept. 26, 2016
1) Deaccumulation: PART 2 of 3
1) Insurance Barometer
Sept. 2, 2016
Sept. 9, 2016
MID-OCTOBER
1) Special Report on
Tax Planning
1) Special Report on
Tax Planning
Sept. 16, 2016
Sept. 23, 2016
Oct. 11, 2016
NOVEMBER
1) Deaccumulation: PART 3 of 3
1) Mutual Fund Special
Oct. 7, 2016
Oct. 14, 2016
Oct. 31, 2016
MIDNOVEMBER
1) Special report on
Retirement Planning
1) Special report on
Retirement Planning
Oct. 21, 2016
Oct. 28, 2016
Nov. 14, 2016
DECEMBER
-Investment Executive’s
2016 Fund Manager
of the Year
Nov. 4, 2016
Nov. 11, 2016
Nov. 28, 2016
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 8
UPDATED: OCTOBER 20, 2015
Mechanical
Requirements
Advertising Unit
Printable Area
Full Page
Double-Page Spread
1/2 Page
1/4 Page
1/5 Page
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•9
UPDATED: OCTOBER 20, 2015
Special
Publication
ETF Guide
INVESTMENT EXECUTIVE’S
Guide FNB
FOR FINANCIAL
ADVISORS
// 2015 ET INVESTISSEMENT
Présenté
par FINANCE
GIVING MANAGERS
ROOM TO ROAM
DES
DESTINÉ AUX PROFESSIONNELS DES SERVICES FINANCIERS
MIEUX BÂTIR
EN CONSIDÉRANT
LA FISCALITÉ
SMART BETA:
THE NEXT
GENERATION
May 2016
Space: March 4 • Material: March 18 • Dist: April 25
In the last few years, the marketplace for exchangetraded funds (ETFs) has exploded. ETFs have moved
far beyond the first simple products that mimicked
the performance of an index. Now there are many
varieties designed to give clients access to different
financial assets and industry sectors. This Special
Report is designed to help financial advisors navigate
this increasingly complicated landscape to find the
right investment strategies for their clients.
COOKING
UP A STORM
0001_IE_1505 1
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2016
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2015-04-08 12:10 PM
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The Client Relationship Model, Phase Two (CRM 2),
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UPDATED: OCTOBER 20, 2015
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UPDATED: OCTOBER 20, 2015
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Colours:
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M
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8-06
Date: 2015-0
Rev #: 1
Loans print
number:
CU-1533
Media:
4
Y
K
ity: None
e
Market/C
Executiv
Investment
Publication:
date: TBD
Insertion
approval:
to be printed
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
Keyline
Instruction:
• 12
UPDATED: OCTOBER 20, 2015
Top
25
The Quebec financial industry’s Top 25 recognizes 25 professionals who have made
their mark in the past year through their accomplishments and their influence in the
industry. The candidates must live in Quebec, and an organization may have more than
one candidate. All must work for a company whose mission is to amass, manage, or invest
financial assets. Professionals working in the public or semi-public sector, property and
casualty insurance, or regulation are not eligible. The winners will be chosen by a jury of
financial industry personalities and Finance et Investissement editors.
For Sponsorship opportunities, please contact your Account Manager.
These winners at the gala. Front row (left to right): Louis Vachon, René Hamel, Diane Giard, Martin Thibodeau,
André R. Chabot, Isabelle Hudon, Monique Gravel, Denis Berthiaume, Daniel Dupont et Steven Ross.
Second ro: Jean-Guy Desjardins, Sylvain Boulé, Stéphane Corriveau, Luc de la Durantaye, Réjean Robitaille,
Christiane Bergevin, Sylvain Brosseau, Jonathan Durocher and Charles Guay.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 13
UPDATED: OCTOBER 20, 2015
Digital
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 14
INVESTMENTEXECUTIVE.COM
FINANCE-INVESTISSEMENT.COM
We offer:
Financial news that pertain to all industry stakeholders in regards
to products, compliance, regulation, law, business development,
special features and exclusive research, etc.
ET
FI FINANCE
INVESTISSEMENT
Monthly Unique Visitors: 54,000
Monthly Page Views:
267,000
33,000
143,000
Visitors read an average of two articles per visit.
Nearly 50% of visitors are loyal readers who access
our sites directly, rather than through the use of
a search engine.
*Google Analytics – Average of 3 months - June 2015
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 15
UPDATED: OCTOBER 20, 2015
Web
Opportunities
(1 to 4)
1 Homepage Takeover
Leaderboard
Wallpaper
Big Box
2 Pushdown
(Available on IE only)
Pushdown
Téléphone
intelligent
Téléchargez
m.finance-investissement.com ou
m.investmentexecutive.com pour obtenir
l’accès aux nouvelles quotidiennes sur votre
BlackBerry ou sur votre iPhone.
Tarifs disponibles sur demande.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 16
UPDATED: OCTOBER 20, 2015
Web
Opportunities
(2 to 4)
3 Catfish
4 Pre-roll
ET
FI FINANCE
INVESTISSEMENT
Catfish
5 Partners’ Place
6 Split box
Includes thumb nail and logo on front
page of investmentexecutive.com website;
up to 4 exclusive links to partner’s
website: (video, white paper, PowerPoint,
etc.); Leader Board, Big Box or double BB.
Contents on this section are provided
by sponsor.
(Available on investmentexecutive.com only)
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 17
UPDATED: OCTOBER 20, 2015
Web
Opportunities
(3 to 4)
8 Mobile /
Tablet
7 Belly Band
Finance et investissement
and Investment executive
have their mobile sites.
You can target our visitors
via the mobile or
the tablet.
Formats
available:
Big box and
banner.
Belly Band
9 Webinar editorial
Investment Executive and Finance et Investissement host 60 minute webinars on relevant and
timely topics such as Taxes, RRSP Strategies, Social Media, Legal issues, etc.
Exclusive sponsorship opportunities available.
Webcasting or webinar (editorial decision)
Logo presence on all marketing materials,
which depending on lead time could include:
·
Print ads in the newspaper
·
Digital ads on website and daily/weekly newsletters
·
E-directs
Webinar / Webcast
$7,500 net
ET
FI FINANCE
INVESTISSEMENT
$5,000 net
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 18
UPDATED: OCTOBER 20, 2015
Web
Opportunities
(4 to 4)
10 Newsletters
Daily e-newsletters contain the latest news
on the economy, financial markets, legal issues,
corporate news, products, insurance,
financial planning, etc.
investmentexecutive.com
The investmentexecutive.com daily newsletter has an
average of 19,500 subscribers.
The weekly e-newsletter readership has close to 14,000 subscribers.
finance-investissement.com
The daily finance-investissement.com newsletter
has an average of 8,500 subscribers.
The weekly e-newsletter has close to 8,000 subscribers.
11 Third Party E-mails
You can now send promotional emails featuring your products
and services to finance-investissement.com and
investmentexecutive.com subscribers lists.
Average number of mailings
Investment Executive: 11,500
Finance et Investissement: 6,000
12 Content Integration
and custom projects available.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 19
UPDATED: OCTOBER 20, 2015
Audience
extension
(Retargeting)
To boost your campaign’s reach, take advantage of our audience
extension offer.
Follow our Web users as they visit other TC Media network sites to boost
your reach.
Retargeting
Web users who have visited
finance-investissement.com and
investmentexecutive.com
Web users who have visited one of our
section finance-investissement.com and
investmentexecutive.com
Formats accepted: Big box and super banner • Geotargeting: By province or city
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 20
UPDATED: NOVEMBER 6, 2015
ET
FI FINANCE
INVESTISSEMENT
2016 Rate Card
Effective October 1, 2015
All rates are in Canadian dollars and subject to change without notice.
For more information or for examples of the ads we have created, please contact us at your convenience.
Advertisement
Standard
Size
Website and
Mobile site
Size
CPM
• Leaderboard
• Bigbox
• Double Bigbox
728 x 90
300 x 250
300 x 600
$180
$180
$230
• Voken/ DHTML / Top Layer
• Catfish
Variable
1,000 x 60
• Belly Band
Rich
Media
Size
Homepage
1,000 x 250
}
IE: $7,500 /week
FI: $3,500 /week
IE: $9,180 /day
FI: $5,200 /day
• Split Box (Pre Roll) 15 or 30 secondes
• Split Box (Pre Roll) 15 or 30 secondes + Social medias
• Split Box (Pre Roll) 15 or 30 secondes + Ad
• Home Box 15 or 30 secondes
$300
$350
$400
$400
RISING STAR (Available only on Investment Executive.com)
• Billboard and Push-down banner
$300
Investment Executive
$9,180 /day
Finance et Investissement
$5,200 /day
3 Leaderboards, 3 big boxes, and/or wallpaper, Crossover banner, Belly Band
3 Leaderboards, 2 big boxes, and/or wallpaper, Crossover banner, Belly Band
Newsletters
Investment Executive • 2 Leaderboards and 1 big box
The daily newsletter has an average of 19,500 subscribers.
The weekly e-newsletter readership has close to 14,000.
Including 3 sizes
Finance et Investissement • 3 Leaderboards
The daily newsletter has an average of 8,500 subscribers.
The weekly e-newsletter readership has an average of 8 000 subscribers.
Including 3 sizes
$200
$200
Third Party e-direct E-mail
Investment Executive • Average number of emails: 11,500
Finance et Investissement • Average number of emails: 6,000
$500
$500
Audience extension • Bigbox and Leaderboard only
Retargeting: Web users who have visited
Finance-investissement.com or Investmentexecutive.com
$70.00
Partners’ Place
Available on Investment Executive.com
$7,500 /month
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 21
UPDATED: NOVEMBER 27, 2015
Brand
Knowledge
Content Marketing
Le savoir de la Financière Sun Life
IMPLANTER LE RVER :
LA RÉALITÉ
DU TERRAIN
Quand il est question du régime volontaire
d’épargne-retraite, avez-vous l’impression
d’avancer en terrain inconnu ?
Si oui, c’est normal : le RVER est tout
nouveau et aucun conseiller ne peut prétendre posséder une longue expérience
concernant ce régime de retraite. Cependant, certains conseillers ont déjà rencontré
plusieurs clients et même, dans certains
cas, procédé à l’implantation du RVER
en entreprises.
C’est le cas de Stéphane Côté, conseiller
et directeur adjoint principal au Centre
Financière Sun Life de Québec. Son expérience peut vous aider à mieux vous préparer à rencontrer vos clients et à poser
les bonnes questions.
Des questions et des craintes
« J’ai d’ores et déjà rencontré beaucoup de
PME et j’ai constaté que les petites entreprises craignent souvent que le RVER
demande beaucoup d’administration »,
raconte Stéphane Côté.
Selon lui, la plupart des dirigeants de PME
rencontrés se posent des questions sur
l’admissibilité des employés au programme.
Ils veulent aussi savoir ce qui se passe si un
employé quitte l’entreprise, par exemple.
« Pour répondre à ces questions et calmer
les craintes, il faut bien connaître le produit
mais également les autres possibilités qui
s’offrent aux employeurs », dit-il, afin d’avoir
de bons arguments à leur présenter, à eux
ainsi qu’à leurs employés.
Comment aborder les employeurs
Au moment de présenter le RVER à un
employeur, il est utile de rappeler les objectifs du gouvernement et de la loi quant à
ce nouveau régime, indique M. Côté. Il faut
aussi expliquer que le régime a été conçu
pour que son implantation demeure la plus
simple et la plus facile possible. Ainsi, la
quantité de documents à remplir est minimale et tout se fait sur Internet.
Les employés gèrent également euxmêmes leur dossier en ligne. Chaque participant est responsable de choisir le type
de fonds qu’il préfère parmi ceux qui sont
offerts, l’employeur n’a donc pas à s’en
occuper. Et si l’employé omet de faire ce
choix, un fonds par défaut lui sera attribué.
Selon l’expert, le principal message pour
les employeurs est que le RVER sert d’abord
l’intérêt de leurs employés, mais aussi leur
propre intérêt.
« L’épargne fait partie d’une bonne santé
financière. Non seulement le RVER est un
éveil à l’épargne mais, pour l’employeur
qui décide de cotiser, il s’agit aussi d’un
excellent outil de rétention de ses employés », dit Stéphane Côté.
De plus, dépendamment du fournisseur
choisi, il est possible d’offrir aux employés
que vous rencontrez des sessions d’information qui leur expliqueront quels sont les
avantages de l’épargne dans la gestion de
leurs finances.
Il note aussi que les patrons qu’il a rencontrés ne souhaitent pas que le RVER devienne un « compte en banque », dans
lequel l’employé pige quand il a besoin
d’argent.
Si vous faites face à ce type de préoccupations, vous pouvez rassurer vos clients
en leur expliquant que bien que seulement
les cotisations de l’employeur soient immobilisées dans le RVER, et non celles des employés, il n’est pas avantageux de piger
dans ses cotisations à tout moment, car au
final, on sera imposé sur ces sommes retirées.
Ouvrir la discussion avec les employés
Comme vous le faites avec les employeurs,
vous devez expliquer la raison d’être du
programme aux employés, qui sont d’ailleurs un autre public dont il faut tenir
compte et qu’il ne faut pas négliger. Voici
les avantages du RVER pour eux :
• Un employé peut continuer à contribuer
au RVER même s’il quitte son emploi
ou encore choisir de transférer son
ancien RVER dans celui de son nouvel employeur ;
• les frais de gestion sont bas, la loi décrit
d’ailleurs le RVER comme un régime à
faible coût ;
• Les cotisations sont retenues sur la paie,
ce qui facilite l’épargne et donne droit
tout de suite aux déductions fiscales ;
• Les participants peuvent choisir les placements dans lesquels leur épargne sera
investie, sans que cela soit trop compliqué, parce que les options sont tout de
même limitées, justement pour faciliter
cette sélection. En effet, le RVER offre
une option cycle de vie et de trois à cinq
autres options supplémentaires ;
• Le régime est volontaire, ce qui fait qu’un
employé peut décider de ne pas participer au RVER ; s’il y participe, une option
par défaut lui est offerte, mais il peut
également décider de choisir d’autres
options de placement et décider du
montant de ses cotisations.
De plus, ajoute Stéphane Côté, il faut
expliquer aux employés qu’il est facile
de s’inscrire au RVER, de choisir ses
placements et de suivre leur évolution
par la suite, grâce à leur dossier en ligne.
« L’ÉPARGNE FAIT
PARTIE D’UNE
BONNE SANTÉ
FINANCIÈRE. NON
SEULEMENT LE
RVER EST UN ÉVEIL
À L’ÉPARGNE MAIS,
POUR L’EMPLOYEUR
QUI DÉCIDE
DE COTISER, IL
S’AGIT AUSSI D’UN
EXCELLENT OUTIL
DE RÉTENTION DE
SES EMPLOYÉS ».
- Stéphane Côté, conseiller et
directeur adjoint principal au
Centre Financière Sun Life de Québec
Ce que les conseillers y gagnent
Si le RVER n’est pas le produit
d’épargne le plus avantageux à court
terme pour vous, le travail effectué aura
un impact positif sur l’avenir.
« Comme les gens auront déjà eu une
première expérience d’épargne en
milieu de travail, il sera peut-être plus
facile de progresser vers une discussion
liée à la retraite et à la planification de
leurs finances. »
Le savoir de ABC
s u n l i f e . c a / RV E R
Le RVER est une excellente occasion
de participer à l’éducation financière
des employés. « Et ça permet de donner une valeur ajoutée à nos services
et de se positionner dès maintenant
auprès d’eux. »
« Il faut voir au-delà du RVER et proposer une solution d’ensemble aux entreprises que nous rencontrons. L’approche globale prend ici tout son
sens », conclut Stéphane Côté.
Le savoir d’entreprise, un espace de partage d’expertise consacré à la communauté d’affaires
ITAQUE SAM EXCEATQUIS IDIST
Offerte par :
ABC
[email protected]
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 22
Brand
Knowledge
What?
A content marketing product:
Content marketing lets organizations share their expertise with a target audience, improving their future sales
potential. That’s why Investment Group offers organizations the Brand Knowledge product.
Why?
The advantages of content marketing with Investment Group:
• Get high quality marketing content production
Investment Group has a team specializing in producing multiplatform marketing content aimed at the business
community (article, white paper, video, computer graphics, webcasting, webinar).
• Integrate your marketing content to Investment Group’s practical platforms
Various platforms are available to suit the desired coverage of your marketing content.
• Investment Group gives you access to a very high qualified audience
Reach advisors and other professionals in the financial services business in Canada.
How?
Content marketing process:
• The client shares their expertise on a specific topic and positions itself as a thought leader.
• This content does not include any advertising or promotional messages. The aim is to establish the expert’s credibility
and relevance.
• The client must complete a briefing paper, outlining the expertise/subject to be addressed in the content along with
references to studies, list of experts and contact info of persons for content purposes. Consultation, interview,
copywriting, and editing are handled by the B2B team at Investment Group.
• The publisher approves the subject and the tone of the content. Advertiser guides the production of the marketing
content, whether written material or video, and approves it before it is released.
• A graph or illustration can be produced based on the advertiser’s brand color, or the advertiser can submit a photo
or image to accompany the content. In either case, the publisher and the advertiser must approve the image to be used.
• The advertiser owns all rights to the content and can use it as it sees fit.
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 23
UPDATED: OCTOBER 20, 2015
ET
FI FINANCE
INVESTISSEMENT
Brand
Knowledge
Rates 2015-2016
FI
FINANCE ET
INVESTISSEMENT
Print
FULL-PAGE in client’s choice of section
$ 19 110 ..............$ 11 170
Online
·
·
·
·
·
·
Content production
Creation of advertiser page in “Brand Knowledge” section
Complete sponsorship (big box, leaderboard and wallpaper) of
advertiser’s page and articles (3 months)
Promotion of content within the “Brand Knowledge”
module (above the fold)
Promotion of content in newsletters (1 newsletter/content)
Sponsorship (advertising) not included
Promotion of content on social media
(1 Twitter and LinkedIn post/content)
Investmentexecutive.com
finance-investissement.com
For 3 contents ............ $30,000 net
For 3 contents ............................................ $17,000 net
Webcast or webinar
•
•
•
Quarter-page print ad
Client’s choice of weekly e-newsletter
One (1) e-blast before event
Webinar:
Webcast:
$ 15,000 net ......$ 10,000 net
$ 18,000 net ..... $ 14,000 net
TORONTO: [email protected] • MONTREAL: [email protected] • USA: [email protected]
• 24
UPDATED: OCTOBER 20, 2015
FI
FINANCE ET
INVESTISSEMENT
MONTREAL
1100 René-Lévesque Blvd West, 24th floor
Montreal (Quebec) H3B 4X9
Phone: 514-392-4660 • 1 800 361-5479
Fax: 514-392-2068
Email: [email protected]
TORONTO
37 Front St East, 2nd floor
Toronto, ON M5E 1B3
Phone: 416-847-5100 • 1 866 704-8047
Fax: 416-360-8846
Email: [email protected]
USA
Dicomm New York
350 Fifth Avenue, 59th Floor
Empire State Building
New York, NY 10118
USA
Phone: 646-536-7206
Email: [email protected]
[email protected]
MEDIA
GROUPE FINANCE

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