As tax season approaches, your clients' tax documents (Savings) are gradually becoming available from their My Client Space account, online or through the iA Mobile app!
January 31, 2022
Topic: Portfolio Managers
Once again this year, iA Financial Group has won eight FundGrade A+® Awards in the segregated fund category for the year 2021.
January 28, 2022
Topics: Savings, Economic news
Inflation and other news stories driving market volatility are currently a source of questioning for many people. This could be the case for some of your clients.
January 27, 2022
Topic: Portfolio Managers
Find out what the markets have in store in 2022 based on the views of several portfolio managers in the iA segregated fund lineup: iA Investment Management, iA Clarington, Loomis Sayles, QV Investors, Vancity and Wellington Square.
January 26, 2022
Topics: Savings, Digital tools
Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.
January 25, 2022
Topic: Portfolio Managers
Quarterly commentary by Alexandre Morin, CFA, Principal Portfolio Manager for iAIM, as at December 31, 2021.
January 25, 2022
Topic: Portfolio Managers
Quarterly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as at December 31, 2021.
January 24, 2022
Topic: Miscellaneous
We have once again closed out another year with exceptional results in individual insurance, savings and retirement.
