Quarterly commentary by Donny Moss, Senior Portfolio Manager, North American Equities for iAIM as of June 30, 2021.
July 29, 2021
Topic: Portfolio Managers
Quarterly commentary by Alexandre Morin, CFA, Principal Portfolio Manager, Income Funds for iAIM as of June 30, 2021.
July 20, 2021
Topic: Insurance - Living Benefits
Starting at $7 a month per unit: that's how little your clients can pay for accident insurance.
July 9, 2021
Topic: Insurance
More clarity and a revised delivery process for the letter sent directly to clients after a new contract is issued.
July 8, 2021
Topic: Web and Social Media
The reviews your clients leave you online help you attract new prospects!
June 30, 2021
As a Canadian company, we take our social responsibility to heart and work together to support our communities.
June 29, 2021
Topic: Digital tools
They’re tools you can use to optimize your services as an advisor!
June 28, 2021
The temporary standards put in place for immigrants due to COVID-19 have now ended.
June 25, 2021
Topic: Web and Social Media
Keep your clients informed, even when you’re out of the office.
June 23, 2021
At iA Financial Group, by investing in one person at a time, we have gained the trust of our four million clients and 25,000 advisors.
