An optimized underwriting experience for our advisors and clients!
September 25, 2020
Topic: Web and Social Media
Posts are just one way to promote your services. It is possible to promote your expertise using the ad tool on your professional Facebook page.
September 22, 2020
Topic: Portfolio Managers
August 31, 2020 - Monthly commentary by Alexandre Morin, CFA, Principal Portfolio Manager and Louis Gagnon, CFA, Senior Portfolio Manager, Income Funds for iAIM.
September 22, 2020
Topic: Portfolio Managers
August 31, 2020 - Monthly commentary by Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM.
September 21, 2020
Topics: Savings, Digital tools
Electronic signature in EVO Savings is now better than ever thanks to two significant improvements that we are proudly launching today, which are aimed at providing greater flexibility for your clients and a better user experience!
September 18, 2020
Topic: Portfolio Managers
August 31, 2020 - Monthly commentary by Donny Moss, Senior Portfolio Manager, North American Equities for iAIM.
September 17, 2020
Topic: Web and Social Media
Did you know you can link your Microsoft Bookings calendar to your Facebook page?
September 15, 2020
Topics: Savings, Digital tools
Good news! It is now possible to obtain, in just a few clicks, a list showing the fund performance for your block of business, presented by client, for the period you select.
September 11, 2020
Topics: Savings, Digital tools
With back-to-school in full swing, parents are learning just how much their children’s education costs.
