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New article | Key ingredients for diversification

March 7, 2024

Do your clients have questions about market trends, interest rate changes or the importance of diversification? This new Advice Zone article can be useful in helping your clients re-engage with the fund market and take advantage of future opportunities.

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iA PAR | Two significant improvements

March 6, 2024

Topic: Insurance

Additional deposit option (ADO) flexibility and term conversion to the iA PAR participating product.

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Social media | Top posts to share this March

March 6, 2024

Topic: Digital tools

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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My Client Space | Talk your clients into providing their email address

February 14, 2024

Topics: Savings, Digital tools

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.

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Social media | Top 3 posts to share this February

February 12, 2024

Topic: Digital tools

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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iAGAM Funds | Portfolio manager changes

February 9, 2024

Topic: Portfolio Managers

iA Global Asset Management Inc. (iAGAM) announces portfolio manager changes for a few of its funds. These changes are effective as of February 8.

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Availability of your clients' tax documents

February 1, 2024

Topic: Savings

Please note that in anticipation of the 2023 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.

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IT Help Desk | Good practices

February 1, 2024

Topics: Insurance, Digital tools

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DCA from HISA now available

January 22, 2024

Topic: Savings

Also discover the new transfer frequency options available.

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Market Conduct Standards Code | Start the year on the right foot!

January 18, 2024

Topic: Miscellaneous

With the arrival of the new year, we wish to remind you of the importance of respecting the Market Conduct Standards Code implemented by iA Financial Group and which sets out the guiding principles for intermediaries with regards to the distribution of iA’s financial products and services, including those related to the fair treatment of customers.

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