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Global Fixed Income (PIMCO) | Mixed bonds indexes amid continued interest rate volatility

February 21, 2024

Topic: Portfolio Managers

"Further disinflation and the potential for a faster cutting cycle should, in our view, raise the prospects for a soft landing." — Alfred Murata, PIMCO

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The 2024 Tax reference sheet is here!

February 20, 2024

Topic: Savings

The 2024 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.

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Monthly Macro & Strategy | Investing ‘round the clock

February 15, 2024

Topic: Economic news

It’s been about two years since global central banks embarked on one of the swiftest monetary tightening cycles in modern history, aiming to tame inflation by holding back economic growth.

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My Client Space | Talk your clients into providing their email address

February 14, 2024

Topics: Savings, Digital tools

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.

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Market Index Heat Map | Mixed results in January

February 12, 2024

Topics: Economic news, Portfolio Managers

The fixed income market in January has seen a partial reversal of the positive performance enjoyed at the end of 2023, while equity markets produced mixed results as Emerging market equities face headwinds.

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Social media | Top 3 posts to share this February

February 12, 2024

Topic: Web and Social Media

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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iAGAM Funds | Portfolio manager changes

February 9, 2024

Topic: Portfolio Managers

iA Global Asset Management Inc. (iAGAM) announces portfolio manager changes for a few of its funds. These changes are effective as of February 8.

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Q4 2023 Quarterly reviews of your favorite Fidelity funds

February 9, 2024

Topic: Portfolio Managers

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

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Availability of your clients' tax documents

February 1, 2024

Topic: Savings

Please note that in anticipation of the 2023 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.

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IT Help Desk | Good practices

February 1, 2024

Topics: Insurance, Digital tools

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