As a key element of the RESP withdrawal process, the withdrawal form must be completed accurately to avoid refusals due to missing or incorrect information. Here are some important elements to consider when working with iA Financial Group to provide your clients with the best possible experience.
August 29, 2023
Topic: Portfolio Managers
Part 1 of 3 - The All-Purpose Investment Strategy
Over the past decade, see how the S&P 500 Dividend Aristocrats index has outperformed the S&P 500 overall index in earnings per share (EPS) growth.
August 23, 2023
Topic: Portfolio Managers
Watch now the third edition of the FINcast vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.
August 17, 2023
Topic: Portfolio Managers
Interested in knowing how funds perform and understanding their strategies in response to market movements? You'll find the answer in these 2-minute reads providing iAGAM's manager comments, now grouped in a single news item!
August 16, 2023
Topic: Savings
Make the most of your advisory role by proposing that they gradually reinvest in the market, in order to seize market opportunities as they arise.
August 8, 2023
Topic: Portfolio Managers
As we move into the second half of 2023, our portfolio managers take a look back at their forecasts in January and reflect on the major developments of the first two quarters.
August 7, 2023
Topics: Economic news, Portfolio Managers
Most Canadian sectors showed positive returns for the month of July. In the U.S., all 11 sectors showed gains, with the Energy sector standing out as a top performer.
August 3, 2023
Topic: Portfolio Managers
"We continue to favor US duration as nominal rates remain higher relative to other developed nominal rates remain higher relative to other developed countries." — Alfred Murata, PIMCO
August 1, 2023
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.