A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.
iA Large Case Solutions program objectives:
The program has been designed to support you with your high net worth clients, regardless of size or complexity. Our team of large case specialists works in synergy with our regional management teams to accompany advisors and ensure the implementation of strategies fully tailored to the specific needs of their affluent clients, professionals or business owners.
A complete, dedicated team:
- A group of specialists dedicated to handling more complex files (tax experts, financial planners, legal advisors)
- Sales directors responsible for large cases in each of the major Canadian markets
Geneviève Larue
Financial Planner
Amin Njonkou Kouandou
Tax Expert
Pierre-Philippe Garneau
Legal Advisor and Tax Expert
Vanora McLay
Sales Director, BC
Perry Villanueva
Sales Director, ON
Pierre Lafontaine
Director, Financial and Tax Solutions
An approach designed for you and your clients:
- Working closely with advisors to implement strategies that protect and grow their clients’ assets
- Ensuring clients’ objectives are met by providing advisors with knowledge and expertise throughout the entire process
- Providing materials, concepts and turnkey presentations
Unique and specialized services:
- Minimizing erosion of estate assets due to taxes on capital gains
- Coping with the loss of a shareholder, senior manager or key employee
- Establishing plans in order to attract and retain employees and management
- Implementing succession strategies for companies
- Maximizing the value of the business in the event of a death, disability or retirement
- Effective planning for retirement income
- Distributing estate assets to heirs equitably
- Leaving a legacy to the community
- And more!
About iA Large Case Solutions
- More than 10,000 cases handled since the launch in 2021
- A team of 15 trained and dedicated experts
- A continually evolving service offering
- A constantly evolving website with documents and implementation guides to facilitate your work and the development of different financial strategies:
large-case-solutions.ia.ca
