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Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?

Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

Canadian financial institutions have reinforced their requirements for cashing cheques. In that respect, we are no longer permitted to cash a cheque issued to a client’s name even if it is endorsed by the client. Only cheques issued to iA Financial Group are now authorized.

The Canadian Life and Health Insurance Association (CLHIA) recently launched a new guide to help Canadian consumers better understand the benefits of critical illness insurance, how it works and its impact on financial security.

Introduce your clients to guaranteed investment (GIFs and HISA) alternatives that could help balance their portfolios and maximize their return potential. 

Good news! All our investment options (segregated funds, GIFs, HISAs, and DIF+) and investment instructions are now available for FHSAs. 

Do your clients have questions about market trends, interest rate changes or the importance of diversification? This new Advice Zone article can be useful in helping your clients re-engage with the fund market and take advantage of future opportunities.

Our reading of the Bank of Canada’s (BoC) latest communications is that the governing council is preparing a breath of fresh air for the suffocating Canadian economy.