iA CONNECTED

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.

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

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. 

“Private equity is just leveraged buyouts!” Ever heard someone say that? It’s probably one of the biggest misconceptions about private markets.

Under the spotlight this month: Maxime Houde, associate portfolio manager of the Thematic Innovation (iA) Fund.

With their enviable rates, our guaranteed interest funds and high interest savings account remain popular in a climate of stock market uncertainty. However, a balanced strategy that includes other investment options can maximize your clients’ investment potential.

Join us for our biggest savings and investment event of the year!

Performance, strategies and market movements: All you need to know this month.

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.

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.