iA CONNECTED

Year-end is just around the corner, and to support you with your clients’ tax planning, we are providing you with a table that shows the different attributions for our fund lineup in the Classic Series 75/75 of the IAG Savings and Retirement Plan as at October 30, 2020.

We wish to remind you that iA Financial Group will proceed with mergers and fund closures on November 20th.

Did you know that if your clients contribute less than $208.33 per month to their RESP, they will not receive the full government grants to which they are entitled?

By suggesting the RESP loan to your clients, you’re helping them get untouched government grants

Did you know that... according to a recent survey, 82% of investors say they would consider allocating a portion of their portfolio to socially responsible investment funds (SRI)?

An RRSP loan to help your clients who are behind in their retirement savings.

But here’s the good news you’ve been waiting for – on October 30^th we are launching the client contribution tool in our award-winning iA Mobile app! 

Launch of new segregated funds on October 26, 2020. Discover your marketing toolbox!

NEW - By popular demand, to follow up on the news entitled Fund mergers and closures | How to extract your list of impacted clients, we are happy to inform that your list of clients impacted by the November 20th mergers is now available in Excel format. 

Starting today, your clients will be able to benefit from changes to the investment loan program offered by iA Financial Group.

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.