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.
iA
Recent Posts
March 6, 2024
Topic: Insurance
Additional deposit option (ADO) flexibility and term conversion to the iA PAR participating product.
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!
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.
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!
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.
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.
January 22, 2024
Topic: Savings
Also discover the new transfer frequency options available.
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.