The recent cut in the key interest rate indicates that we are heading for a new phase in the economic cycle with growth opportunities for your clients’ savings.
Seize the opportunities!
Options other than guaranteed investments (GIF and HISA), such as segregated funds, could generate higher return potential, helping to better balance your clients’ portfolios. Highlight all the advantages of segregated funds, including guarantees that protect their investments against market downturns.
💡 Be proactive and communicate with your clients to offer them investment strategies tailored to the current market situation and their financial goals.
Using our online tools, it's easy!
Invite your clients to visit My Client Space or the iA Mobile app to consult their semi-annual statements for June 30, 2024, make a contribution, or track the performance of their savings.
Communications sent to clients
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To share with your network
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