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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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Advisor contest | Winner named and another $1,000 up for grabs!

September 6, 2024

Topic: Digital tools

We are pleased to announce that the winner of the exclusive contest for advisors is Claudie Munger. We thank all participants for getting involved. Thanks to you, over 15,000 Canadians are now aware of the advantages of using iA’s online tools.

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Bank of Canada reduces policy rate by 25 basis points

September 5, 2024

Topic: Economic news

September 4, 2024 - Governing Council decided to reduce the policy rate from 4.50% to 4.25%.

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RESPs | The cost of education has not escaped the ravages of inflation!

September 5, 2024

Topic: Savings

It’s time to rethink your clients’ pre-authorized debits (PAD) or to plan making an additional lump-sum contribution for Diploma contract holders1. Take advantage of the back-to-school season to reconnect with your clients who have made the wise choice of opening a Registered Education Savings Plan (RESP)!  

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Portfolio manager changes for two segregated funds

September 5, 2024

Topic: Portfolio Managers

Effective September 4, 2024, and in line with our strategic focus of offering investors deep expertise and broad global opportunities across all our fixed-income solutions, we are pleased to announce that two segregated funds currently managed by Wellington Square are being taken over by new portfolio managers

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