Effective October 20, 2023, 4:00 pm (ET), a change will be made to the guarantee fee calculation method for new contracts.
October 10, 2023
Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.
October 2, 2023
Topic: Savings
Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential.
September 13, 2023
Topic: Savings
In today’s economic climate where HISAs are increasingly popular, the ability to use a periodic income program (PIP) in this type of savings vehicle gives you an additional option for providing your clients access to their money.
September 8, 2023
Topic: Miscellaneous
Whether it's to preserve the privacy of your clients or to enable us to serve them, the protection of personal information is always a priority for iA Financial Group.
September 7, 2023
Topic: Savings
Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?
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 1, 2023
Topic: Savings
Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?
July 25, 2023
Topics: Miscellaneous, Digital tools
My Client Space and iA Mobile now feature a modernized visual environment to provide your clients with a more streamlined, user-friendly browsing experience.