iA CONNECTED

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.

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! 

Also discover the new transfer frequency options available.

Good news! Starting December 11, your clients will be able to contribute to their FHSA in the HISA. Those who contribute by December 31, 2023, will be able to benefit from a tax deduction for 2023.

iA Financial Group recognizes your clients' savings efforts and now offers two levels of management fee reductions for Prestige preferential pricing: Prestige 300 and Prestige 500.

In October 2023, a new dividend fund joined the other two currently offered by iA Global Asset Management (iAGAM), completing their dividend fund offering:

Did you know that you can save two days by using the self-service telephone interview booking portal from our supplier Dynacare?

As of May 25 2023, Assuris has increased the levels of protection on all insurance and annuity products issued by Canadian member insurers. All iA Financial Group clients automatically benefit from this protection.