Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.
Your ongoing source of information.
February 12, 2025
Topics: Savings, Digital evolution
Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.
January 30, 2025
Topics: Insurance, Savings, Digital evolution
Discover how EVO saves you time.
Check out his analyses on what’s happening on the financial markets.
Stay up to date with Keys to the market, economic reviews from our experts and more!
Get ahead © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.