Did you know that 74% of Canadians are worried that they aren’t saving enough1? However, most of iA Financial Group's pre-authorized debit (PAD) clients haven’t increased their contributions since 2022, which could be holding them back from reaching their financial goals.
Building on last year's success, the PAD Increase initiative is back! It’s a great opportunity to review your clients' savings strategies in an economic climate marked by market volatility and rising cost of living.
|
Now even easier – make changes online! This year, you can easily modify your clients' PADs in your Advisor Centre. |
Keep an eye on your secure messaging system
Over the next few days, a list will be sent to advisors who have clients who:
- Have not increased their regular RRSP, TFSA, RESP or non-registered contributions since 2022.
- Have not maximized their regular FHSA contributions since opening their account.
|
Easily connect with your clients 👇
By proactively reaching out to your clients, you're offering them more than just support: you're offering concrete solutions to help them achieve their savings and retirement goals. |
1 Source: H&R Block, February 2025, survey of 1,790 Angus Reid Forum members.
