---
title: Coaches, it’s your serve | Get ahead with tax refund
description: The Canada Revenue Agency began processing returns on February 23 and many of your clients will soon be receiving their tax refunds. Thanks to the Savings campaign, you’ve already started the ball rolling. Now, it’s time to take your game to the next level.
image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg
---

[![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/)

[FR](https://linstantia.ia.ca/coachs-a-vous-de-jouer-prenez-les-devants-avec-le-remboursement-dimpot)

# iA CONNECTED

Your ongoing source of information.

![Hero\_image\_seul\_Dskp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_image_seul_Dskp.jpg) ![Hero\_Instant\_iA\_Modifie\_dsktp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_Instant_iA_Modifie_dsktp.jpg)

[Home](https://iaconnected.ia.ca/)

### Coaches, it’s your serve | Get ahead with tax refund

 March 6, 2026

 Share with your colleagues |

[![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/sharer/sharer.php?u=https://iaconnected.ia.ca/coaches-its-your-serve-get-ahead-with-tax-refunds) [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/sharing/share-offsite/?url=https://iaconnected.ia.ca/coaches-its-your-serve-get-ahead-with-tax-refunds) [mailto:?subject=[Shared%20article]%20Coaches,%20it’s%20your%20serve%20|%20Get%20ahead%20with%20tax%20refund&body=I%20recommend%20that%20you%20read%20the%20article%20'Coaches,%20it’s%20your%20serve%20|%20Get%20ahead%20with%20tax%20refund'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/coaches-its-your-serve-get-ahead-with-tax-refunds](mailto:?subject=[Shared%20article]%20Coaches,%20it’s%20your%20serve%20|%20Get%20ahead%20with%20tax%20refund&body=I%20recommend%20that%20you%20read%20the%20article%20'Coaches,%20it’s%20your%20serve%20|%20Get%20ahead%20with%20tax%20refund'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/coaches-its-your-serve-get-ahead-with-tax-refunds)

Coaches, it’s your serve | Get ahead with tax refund

1:26

The Canada Revenue Agency began processing returns on February 23 and many of your clients will soon be receiving their tax refund. Thanks to the Savings campaign, you’ve already started the ball rolling. Now, it’s time to take your game to the next level.

**Time to take a swing: Your role as an advisor/coach**

Three strategies for advising your clients… and scoring points:

1\. Maximizing tax benefits: [RRSPs](https://ia.ca/rrsp), [TFSAs](https://ia.ca/tfsa) or [RESPs](https://ia.ca/resp) to turn their refund into real growth.

2\. Strengthening their financial security: [TFSAs](https://ia.ca/tfsa) to build a fund for emergencies or pay off costly debt.

3\. Protecting their future: [Disability or critical illness insurance](https://ia.ca/health-disability-insurance) to safeguard their finances, no matter what happens.

And remind them: it’s all about balance! Even champions get to treat themselves a little sometimes.

 

| **We provide the tools, you provide the advice!** The toolbox is your secret weapon to help you shine in your advisory role: - Emails for getting the conversation started - Posts to activate your networks - Calculators to demonstrate the value of your recommendations [![Take full advantage](https://no-cache.hubspot.com/cta/default/4733265/907194a1-a259-4b2d-bfb4-b0c9bbd2d9f3.png)](https://cta-redirect.hubspot.com/cta/redirect/4733265/907194a1-a259-4b2d-bfb4-b0c9bbd2d9f3) |
| --- |

 

**It’s your serve… make it a winning point**

Tax refund reinvestment is a simple, powerful and recurring lever to mobilize your clients, optimize their financial strategies and contribute to the growth of their assets.

**And there’s more to come**: Get ready… the next sales opportunities will be arriving during the week of April 6!

 

![](https://iaconnected.ia.ca/hs-fs/hubfs/image-png-Mar-04-2026-01-47-29-7414-PM.png?width=833&height=576&name=image-png-Mar-04-2026-01-47-29-7414-PM.png)

 Topic : [Savings](https://iaconnected.ia.ca/tag/savings)

Written by [iA](https://iaconnected.ia.ca/author/ia)

[Previous](https://iaconnected.ia.ca/changes-to-immigration-guidelines-effective-march-16-2026/tags/insurance) [Next](https://iaconnected.ia.ca/access-life-changes-to-the-declaration-of-insurability-in-evo/tags/insurance)

This is a search field with an auto-suggest feature attached.

- There are no suggestions because the search field is empty.

### Categories

- [Digital evolution (28)](https://iaconnected.ia.ca/tag/digital-evolution)
- [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news)
- [Insurance (56)](https://iaconnected.ia.ca/tag/insurance)
- [Miscellaneous (6)](https://iaconnected.ia.ca/tag/miscellaneous)
- [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers)
- [Savings (50)](https://iaconnected.ia.ca/tag/savings)

### Stay informed

[![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools)

[![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links)

![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg)

### The economic ideas driving the markets!

With Sébastien Mc Mahon and his team

Visit the blog

### iAGAM Insights

Stay up to date with Keys to the market, economic reviews from our experts and more!

Read the articles

- [Contact us](https://linstantia.ia.ca/contact-us)
- [Advisor center](https://iaa.secureweb.inalco.com/MKMWPVP5/Home/NoAuth)
- [Web showcase](https://web-showcase.ia.ca/)
- [Accessibility](https://ia.ca/accessibility)
- [Privacy and security](https://ia.ca/protection-personal-information)
- [Terms of use](https://ia.ca/terms-use)
- Cookies preference

| [![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/iacanada) | [![iA Groupe financier - Twitter](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-tw.png?width=40&name=ico-tw.png)](https://twitter.com/iacanada) | [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/company/industrielle_alliance) | [![iA Groupe financier - Youtube](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-yt.png?width=40&name=ico-yt.png)](https://www.youtube.com/user/IAquebec) | [![iA Groupe financier - Instagram](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-ig.png?width=42&name=ico-ig.png)](https://www.instagram.com/ia_canada) |
| --- | --- | --- | --- | --- |

Get ahead © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.