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Launch of six new segregated funds

October 28, 2024

Topic: Savings

iA Financial Group proudly announces the addition of six new segregated funds: a diversified fund, a Canadian equity fund and four Indexia funds. The company is therefore offering investors an even more comprehensive, competitive and innovative fund lineup while enabling you to stand out in a highly competitive market.

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EVO Insurance | Changes in November

October 25, 2024

Topic: Insurance

Here are a few changes to the EVO Insurance sales tool that will be effective as of November 15:  

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Bank of Canada reduces policy rate by 50 basis points

October 24, 2024

Topic: Economic news

October 23, 2024 - Governing Council decided to reduce the policy rate from 4.25% to 3.75%.

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It’s time to send your RRSP conversion requests!

October 10, 2024

Topic: Savings

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.

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Social media | Top posts to share this October

October 6, 2024

Topic: Digital tools

Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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New rules for your clients holding a Quebec LIF

September 26, 2024

Topic: Savings

Effective January 1, 2025, new rules apply for the Quebec Life Income Fund (LIF). 

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Are your clients’ retirement plans still viable?

September 25, 2024

Topic: Savings

According to the most recent Canadian income survey, in the reference year 2022 the median retirement income after taxes was $2,800 per month ($33,600 per year) for single people and $6,183 per month ($74,200 per year) for couples*.

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Maximize your clients’ investment potential!

September 23, 2024

Topic: Savings

The current economic climate marked by declining inflation and further potential rate cuts in both Canada and the United States could have an impact on your clients' savings.

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2024 Savings and Investment Conferences | Registration and agenda

September 18, 2024

Topic: Savings

Join us for the 5th edition of our Savings and Investment Conferences! 

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Social media | Top posts to share this September

September 6, 2024

Topic: Web and Social Media

Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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