As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.
iA
Recent Posts
October 2, 2023
Topic: Savings
Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential.
September 25, 2023
Topic: Savings
Join us for our biggest savings and investment event of the year!
September 13, 2023
Topic: Savings
In today’s economic climate where HISAs are increasingly popular, the ability to use a periodic income program (PIP) in this type of savings vehicle gives you an additional option for providing your clients access to their money.
September 8, 2023
Topic: Miscellaneous
Whether it's to preserve the privacy of your clients or to enable us to serve them, the protection of personal information is always a priority for iA Financial Group.
September 7, 2023
Topic: Savings
Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?
August 16, 2023
Topic: Savings
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.
August 8, 2023
Topic: Portfolio Managers
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.
August 1, 2023
Topic: Savings
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?
