With the current market instability, your clients may ask you to help them review their investment allocation and maybe answer questions on the same matter.
iA
Recent Posts
February 16, 2022
Topic: Savings
Dealing with a death can be complicated. To help you, the Death Claim – Individual Savings and Retirement (F37-14A) has been improved: several sections and a detailed guide have been added.
February 14, 2022
Topic: Savings
Did you know that a household that has used an advisor's services for more than 15 years generally has 173% more assets than a household that has not worked with and advisor1?
February 11, 2022
Topics: Investments, Portfolio Managers
Our latest Fund profiles brochure is now available in the Advisor Centre.
February 11, 2022
Topic: Savings
The RRSP-TFSA campaign is in full swing and you are meeting with more clients to get them to maximize their contribution before March 1.
February 8, 2022
Topics: Insurance, Miscellaneous, Savings
Once again this year, iA Financial Group will be present on the web to increase awareness of its brand, primarily in Ontario, British Columbia and Alberta.
February 7, 2022
Topics: Savings, Digital tools
The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
February 4, 2022
Topics: Savings, Economic news
This week, we take a look at some causes of the current instability and offer a long-term perspective on the subject.
February 4, 2022
Topic: Web and Social Media
Increase your online visibility and grow your business thanks to our themed posts!
February 3, 2022
Topics: Insurance, Digital tools
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