iA CONNECTED

Your ongoing source of information.

Client emails | A gold mine to be leveraged

April 13, 2023

Topic: Web and Social Media

Did you know that in addition to allowing you to keep in touch with your clients, email marketing is one of the best ways to generate new sales? 

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Market Index Heat Map | Equities with a growth bias were the clear winners in March

April 11, 2023

Topics: Economic news, Portfolio Managers

Despite a difficult month in March for Canadian equities, several funds performed well on a relative basis. In the U.S. equity market, the information technology sector was the clear winner.

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A new series of videos from Loomis Sayles

April 6, 2023

Topic: Portfolio Managers

Loomis Sayles has put together a new series of short videos featuring their Global Allocation team, the manager of the Global Diversified (Loomis Sayles) Fund.

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Management Expense Ratios (MERs) update

April 4, 2023

Topic: Savings

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

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Happy birthday to...

April 3, 2023

Topics: Investments, Economic news

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Tax return: Help your clients do more with less

March 31, 2023

Topic: Savings

Will your clients receive a tax refund? We offer advice and a list of content to help them do more with less in the current economic environment and in the event of market rebound.

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Global Fixed Income (PIMCO) | Financial markets broadly retreated in February

March 28, 2023

Topic: Portfolio Managers

"We expect a modest recession in the near-term across developed markets as central banks continue to battle inflation, yet uncertainty remains." — Alfred Murata, PIMCO

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Digital evolution | Withdrawal of the Interface Suite on May 5, 2023

March 27, 2023

Topics: Insurance, Digital tools

As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.

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Yields bounce back from historic lows

March 27, 2023

Topic: Portfolio Managers

"Higher yields are bringing investors back to fixed income." — Jason Parker, Vice-President, Fixed Income, iAIM

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Dividend funds | Uncertainty remains

March 23, 2023

Topic: Portfolio Managers

“Many companies continue to see wage and inflation pressures that are hurting results and causing margins to drop from record high levels.” — Donny Moss, iAIM

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