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It’s time to send your RRSP conversion requests!

Oct 15, 2021 8:52:53 AM / by iA category Savings

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As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

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Savings and Investment Conferences | An unmissable event

Oct 13, 2021 11:34:09 AM / by iA category Savings, Investments

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Don't forget to register for this major event that is approaching fast!

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Did you know…

Oct 12, 2021 8:00:00 AM / by iA category Savings, Investments

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Did you know...

Sep 27, 2021 7:30:00 AM / by iA category Insurance, Savings

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Segregated Funds Portal | Add it to your bookmarks!

Sep 22, 2021 7:30:00 AM / by iA category Savings, Tools

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Did you know that the segregated funds portal has over 50 marketing documents and tools to help you sell segregated funds?

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Did you know...

Sep 20, 2021 7:30:00 AM / by iA category Savings

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Did you know...

Aug 30, 2021 7:00:00 AM / by iA category Savings

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Did you know…

Aug 23, 2021 8:30:00 AM / by iA category Savings

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Availability of semi-annual investment statements

Jul 9, 2021 10:00:00 AM / by iA category Insurance, Savings, Investments

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The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.

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Did you know... your clients love their in-laws more than they think!

Jun 23, 2021 9:07:01 AM / by iA category Savings

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With the Prestige family grouping, give your clients access to a significant reduction in fees.

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