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Web Showcase | Top 3 posts to share this February!

February 9, 2023

Topic: Web and Social Media

Generate sales opportunities at no cost on your social media with these ready-to-share posts from the Web Showcase! 

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The 2023 Tax reference sheet and its new appendix on LIFs are here!

February 9, 2023

Topic: Savings

The 2023 tax reference sheet and its new appendix on maximum LIF withdrawals by province are now available in the Document Centre and can be ordered from your provisioning centre.

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Leverage a gold mine of strategies | Choose iA magazine 2023 insurance edition now available!

February 9, 2023

Topic: Insurance

To set you apart from the competition, help you offer unparalleled advisory services and grow your business!

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Market Index Heat Map: Equity markets started 2023 on a strong note

February 8, 2023

Topics: Economic news, Portfolio Managers

A must-have tool that allows you to get an efficient and complete overview of the performance of key data and more!

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Improvement to the post issue underwriting (PIU) process and liberalization of standards

February 8, 2023

Topics: Insurance, Digital tools

Tracking the status of PIUs has never been easier, now done in the Business Tracker. We have also reviewed some standards for psychological disorders and made changes to an administrative form. Learn more!

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Did you know...

February 6, 2023

Topic: Savings

Did you know that if they could turn back the clock, 23% of retirees would consider getting more advice on planning for retirement?1

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Keys to the market | The FED raised its policy rate by 25 basis points

February 3, 2023

Topic: Economic news

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GIF & HISA rates | In effect February 3, 2023

February 3, 2023

Topic: Savings

Make the most of our competitive rates and give your clients security from volatility, our guaranteed interest fund (GIF) and the high interest savings account (HISA).

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Availability of your clients' tax documents

February 2, 2023

Topic: Savings

As tax season approaches, your clients' tax documents (savings) are gradually becoming available.

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iA wins six FundGrade A+® Awards in 2022

February 2, 2023

Topic: Portfolio Managers

The quality of the iA segregated fund lineup is once again confirmed with six FundGrade A+® Awards in 2022.

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