Posting regularly, interacting and responding to comments, it pays off.
March 24, 2021
Topic: Savings
Your clients' tax documents (Savings) are now available from their My Client Space account, online or through the iA Mobile app!
March 23, 2021
Topic: Web and Social Media
A Chat window is now available on the Web Showcase ! 💬
March 19, 2021
Topics: Savings, Investments
At the beginning of each year, management expense ratios (MERs) can vary based on tax rates, whether upward or downward, and therefore, need to be updated. Find out how!
March 18, 2021
Topic: Portfolio Managers
Monthly commentary by Jean-Pierre Chevalier, Portfolio Manager, U.S. Equities for iAIM as of February 28, 2021.
March 18, 2021
Topic: Web and Social Media
Creating Facebook contests can have several advantages for you. In addition to attracting new clients and followers because of the visibility these contests bring, they will also help you ensure client loyalty and raise your profile!
March 18, 2021
Topic: Portfolio Managers
Monthly commentary by Jean-Pierre Chevalier, Portfolio Manager, U.S. Equities and Marc Gagnon, Vice-President and Principal Portfolio Manager, North American Equities for iAIM, as of February 28, 2021.
March 18, 2021
Topic: Portfolio Managers
Monthly commentary by Alexandre Morin, CFA, Principal Portfolio Manager and Louis Gagnon, CFA, Senior Portfolio Manager, Income Funds for iAIM as of February 28, 2020.
March 18, 2021
Topic: Portfolio Managers
Monthly commentary by Donny Moss, Senior Portfolio Manager, North American Equities for iAIM as of February 28, 2021.
