2021 RRSP or TFSA campaign | Additions to your toolbox

The RRSP or TFSA marketing campaign is in full swing. Have you seen the launch email in your inbox?

Since the beginning of the pandemic, the savings rate for Canadians is on the rise (+20.6%), which is why we are offering you a major marketing campaign. Seize every sales opportunity!

To support you, iA offers you some additional tools to make this campaign a success!

Tools for you…	and for your clients
NEW! Segregated funds portal	NEW! Segregated fund page
EVO Savings	NEW! Contribution tool
Investment statements	Systematic savings
Prestige groupings	Electronic fund transfers
NEW! Promotion of the preapproved RRSP loan	My Retirement site
NEW! SRI funds and Loomis: o SRI (Inhance) o SRI Growth (Inhance) o SRI Moderate (Inhance) o Global Opportunities (Loomis Sayles)	Advice Zone
NEW! Choose iA magazine: PDF and digital	Advice Zone

Did you know?

iA has ranked first in net segregated fund sales in Canada since 2016. Discover more in this short video:

Happy campaign!

iA CONNECTED

Your ongoing source of information.