Launched last fall, the Economy and finance 101 videos, presented by Sébastien Mc Mahon, cover various economic and financial topics.
February 21, 2022
Topic: Portfolio Managers
Monthly 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 of January 31, 2022.
February 21, 2022
Topic: Portfolio Managers
Monthly commentary by Donny Moss, Principal Portfolio Manager, North American Equities for iAIM, as at January 31, 2022.
February 21, 2022
Topic: Portfolio Managers
Monthly commentary by Alexandre Morin, CFA, Principal Portfolio Manager for iAIM, as at January 31, 2022.
February 21, 2022
Topic: Portfolio Managers
Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities for iAIM, as at January 31, 2022.
February 18, 2022
Topic: Miscellaneous
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.
February 17, 2022
Topics: Savings, Economic news
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.
February 16, 2022
Topic: Savings
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.
February 14, 2022
Topic: Savings
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?