iA CONNECTED

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.

Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?

Global markets and geopolitics are moving faster than ever. To help you gain perspective on the economic and investment implications, CIBC Asset Management is hosting an ongoing webcast series.

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.

 Watch now the third edition of the FINcast vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.

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!

Suggest them to invest in a high-yield product!

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.

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.

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.