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RRSP-TFSA-FHSA Campaign | Bold visuals and $20,000 in prize money!

November 3, 2025

RRSP-TFSA-FHSA Campaign | Bold visuals and $20,000 in prize money!
2:15

Faced with the current unpredictable economic climate and persistent market volatility, your clients need your expert advice more than ever to help them grow their savings and reach their goals.

To help you capture their attention, we’re launching an RRSP-TFSA-FHSA campaign with strong visuals and several improvements: 

  • New, bold visuals in line with our new brand signature: “Get ahead”  
  • 4 times the prize money from last year, with four prizes of $5,000
  • Value-added sales opportunities lists, generated using our data intelligence  

visuels articles lancemant campagne epargne - EN

 

Contest – 4 times the money to be won! 

We’ve enhanced the contest to offer your clients four $5,000 prizes! See the contest rules

  • To enter, they simply have to contribute to an RRSP, TFSA or FHSA from iA or Investia.
  • To enter, they can also complete the RRSPTFSA or FHSA calculator.
  • They can double their chances by contributing before December 31, 2025.
  • Four winners will be selected: 
    1. One among individual savings and retirement clients 
    2. One among Investia clients
    3. One among clients with no savings 
    4. One among people who have completed a calculator

Targeted strategic sales opportunities💰

You will shortly receive a list based on our data intelligence, combining 4 key sales opportunities to help you maximize your impact: 

  1. FHSA opportunities: Clients with non-maximized FHSA accounts, based on the year the account was opened and the amount of accumulated contributions. 
  2. RRSP-TFSA opportunities: Clients who have RRSPs and/or TFSAs without pre-authorized debits (PADs), who made lump-sum contributions in 2023 or 2024, and whose 2025 contributions are less than or equal to those in 2024. 
  3. Reset opportunities: Clients whose Series 75/100 investments have not been reset since January 1, 2025. 
  4. Expired investor profile opportunities: Clients whose investor profiles have not been updated for 3 years or more. 

Go to your secure messaging

Secure messaging

 

ℹ️ Coming in November: A new list of Wealth transfer sales opportunities.

 

Make yourself stand out! 

You have access to numerous tools to connect with your clients: turnkey emails, social media posts, eye-catching visuals, and more.  

 

Everything’s there to ensure you and your clients… 

Get ahead

 

Topic : Savings

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