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iA
Recent Posts
September 8, 2023
Topic: Web and Social Media
September 7, 2023
Topic: Savings
Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?
September 7, 2023
Topic: Economic news
With recent evidence that excess demand in the economy is easing, Governing Council decided to hold the policy interest rate at 5% and continue to normalize the Bank’s balance sheet.
August 30, 2023
Topic: Savings
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.
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 15, 2023
Topic: Insurance
At the halfway point, 2023 presents a much more compelling financial environment than last year.