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iA PAR | Overview of the Participating Account's Highlights as at December 31, 2023

February 19, 2024

Topic: Insurance

After a difficult year in 2022, marked by inflationary pressures and geopolitical tensions, 2023 proved more constructive, thanks to robust government and consumer spending, which gave momentum to North American economies and financial markets. However, despite solid performances in asset classes over the last year, there are still many unanswered questions surrounding the world’s economies.

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My Client Space | Talk your clients into providing their email address

February 14, 2024

Topics: Savings, Digital tools

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.

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Social media | Top 3 posts to share this February

February 12, 2024

Topic: Web and Social Media

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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iAGAM Funds | Portfolio manager changes

February 9, 2024

Topic: Portfolio Managers

iA Global Asset Management Inc. (iAGAM) announces portfolio manager changes for a few of its funds. These changes are effective as of February 8.

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GIF rates | First among insurers🏅

February 9, 2024

Topic: Savings

For 1-year and 2-year terms, iA Financial Group ranks 1st among insurers for a $25,000 deposit. Discover this week's rates1 👇

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GIF rates | First among insurers🏅

February 2, 2024

Topic: Savings

For 1-year and 2-year terms, iA Financial Group ranks 1st among insurers. Discover this week's rates1 👇

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Contest for advisors | Winner named and another $500 up for grabs!

February 2, 2024

Topic: Savings

We are pleased to announce that the winner of the exclusive contest for advisors is...

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2023 advisors and partners tax documents

February 1, 2024

Topic: Savings

Between now and February 29, 2024, printed tax documents issued by iA Financial Group in your name1 will be sent to the mailing address that we had on file on December 29, 2023. 

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Availability of your clients' tax documents

February 1, 2024

Topic: Savings

Please note that in anticipation of the 2023 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.

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IT Help Desk | Good practices

February 1, 2024

Topics: Insurance, Digital tools

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