iA CONNECTED

Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities for iAIM, as at January 31, 2022.

Your tax documents issued by iA will be sent to the mailing address in your advisor file as at January 13, 2022, no later than February 28, 2022.

With the current market instability, your clients may ask you to help them review their investment allocation and maybe answer questions on the same matter.

Dealing with a death can be complicated. To help you, the Death Claim – Individual Savings and Retirement (F37-14A) has been improved: several sections and a detailed guide have been added.

Did you know that a household that has used an advisor's services for more than 15 years generally has 173% more assets than a household that has not worked with and advisor¹?

Our latest Fund profiles brochure is now available in the Advisor Centre. 

The RRSP-TFSA campaign is in full swing and you are meeting with more clients to get them to maximize their contribution before March 1.

Once again this year, iA Financial Group will be present on the web to increase awareness of its brand, primarily in Ontario, British Columbia and Alberta.

The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.

This week, we take a look at some causes of the current instability and offer a long-term perspective on the subject.