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As a key element of the RESP withdrawal process, the withdrawal form must be completed accurately to avoid refusals due to missing or incorrect information. Here are some important elements to consider when working with iA Financial Group to provide your clients with the best possible experience.

Suggest them to invest in a high-yield product!

Make the most of your advisory role by proposing that they gradually reinvest in the market, in order to seize market opportunities as they arise.

As we move into the second half of 2023, our portfolio managers take a look back at their forecasts in January and reflect on the major developments of the first two quarters.

Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?

My Client Space and iA Mobile now feature a modernized visual environment to provide your clients with a more streamlined, user-friendly browsing experience.

This content library is packed with essential information to help you develop your expertise and diversify your service offering.

The key to a successful vacation is to start planning well in advance. The same is true for your retirement plans: Planning early is essential to ensuring your peace of mind. Stand out with a personalized approach!

More ways to communicate with us, including live chat.

Summer is the ideal season for taking advantage of the good weather, nature and outdoor activities.