iA CONNECTED

Your ongoing source of information.

New in the Advisor Centre | Tracking your clients’ investment performance

September 15, 2020

Topics: Savings, Digital tools

Good news! It is now possible to obtain, in just a few clicks, a list showing the fund performance for your block of business, presented by client, for the period you select.

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RESP | Happy back-to-school season!

September 11, 2020

Topics: Savings, Digital tools

With back-to-school in full swing, parents are learning just how much their children’s education costs.

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Increase your number of Facebook subscribers with these 2 tips!

September 10, 2020

Topic: Web and Social Media

Facebook is one of the largest social networks with several billion users. Take advantage of these large online communities of people to increase your number of subscribers on your professional page!

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Insurance | Changes to the universal policy investment options

September 4, 2020

Topic: Insurance

We wish to inform you that on October 2, changes will be made to the following investment accounts for our universal life insurance products:

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Interesting posts to be shared every Thursday!

September 3, 2020

Topic: Web and Social Media

Did you know? To make your life on social media easier, we post relevant content on the iA Facebook and LinkedIn pages every Thursday!

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iAIM | Monthly commentary by Jean-Pierre Chevalier

September 1, 2020

Topic: Portfolio Managers

August 31, 2020 - Monthly commentary by Jean-Pierre Chevalier, Portfolio Manager, U.S. Equities for iAIM.

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Fund mergers and closures | How to extract your list of impacted clients

August 28, 2020

Topic: Investments

To follow up on the news entitled Launch of new segregated funds and notice of fund mergers and closures, we have prepared a visual aid to help you find and generate your list of clients impacted by the fund mergers and closures effective on November 20.

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Need help to stand out online?

August 27, 2020

Topic: Web and Social Media

You know the Web Showcase and the post bank, which helps you publish posts on your social media, but did you know that it’s much more than that? The Web Showcase has many tools to help you stand out online!

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Launch of new segregated funds and notice of fund mergers and closures

August 27, 2020

Topic: Investments

iA Financial Group wishes to inform you in advance of changes made to the segregated funds lineup on October 26th (new funds) and November 20th (mergers and closures).

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LinkedIn | Effective searches for good recruiting

August 20, 2020

Topic: Web and Social Media

Do you want to recruit effectively? Here are some tips that will help you benefit from LinkedIn, a goldmine for quality candidates.

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