Remember that the 2021 RRSP or TFSA campaign is moving full steam ahead! Enjoy a distinctive distance selling experience with EVO and our various sales support tools.
iA
Recent Posts
February 12, 2021
Topic: Savings
As tax season approaches, your clients' tax documents (Savings) are gradually becoming available from their My Client Space account, online or through the iA Mobile app!
February 12, 2021
Your tax documents will be sent to the postal address on file as at January 14, 2021, no later than February 28, 2021.
February 12, 2021
Topics: Savings, Digital tools
The 2021 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
February 12, 2021
Topic: Web and Social Media
To ensure that you post consistently on social media, it is practical to schedule your posts in advance. However, there is one question that needs to be answered: is it better to schedule posts oneself or use an automatic scheduling tool?
February 10, 2021
In this exceptional year, more than 8 million Canadians have benefited from the Canadian Emergency Response Benefit (CERB).
February 4, 2021
Topic: Web and Social Media
As photos, posts and comments accumulate online, you must ask yourself if certain content compromises your image.
February 3, 2021
Topic: Savings
With the RRSP or TFSA campaign in full swing, what a great time to discuss Prestige preferential pricing with your clients!
February 2, 2021
Topic: Savings
The 2021 RRSP or TFSA campaign is moving full steam ahead! Enjoy a distinctive distance selling experience with EVO and our various sales support tools.
