iA CONNECTED

It’s time to rethink your clients’ pre-authorized debits (PAD) or to plan making an additional lump-sum contribution for Diploma contract holders¹. Take advantage of the back-to-school season to reconnect with your clients who have made the wise choice of opening a Registered Education Savings Plan (RESP)!  

Effective September 4, 2024, and in line with our strategic focus of offering investors deep expertise and broad global opportunities across all our fixed-income solutions, we are pleased to announce that two segregated funds currently managed by Wellington Square are being taken over by new portfolio managers

The repercussions of inflation are long-lasting and have left impacts that will not easily disappear. It is therefore crucial to reassess your clients’ financial goals with them. Whether they have a retirement plan or not, there are some key questions to address or revisit.

Fidelity Investments announces a change to its portfolio managers for the Fidelity European Equity fund. These changes will take effect on September 1, 2024.

Whether it’s to ensure the privacy of your clients or to allow us to adequately serve them, protecting personal information is always a priority at iA. 

In our Mid-Year Review, our portfolio managers revisit their forecasts in January and reflect on the major developments of the first two quarters. 

What happened? Why did it happen?

Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram! 

Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.