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.
Latest News
It’s time to send your RRSP conversion requests!
Savings and Investment Conferences | An unmissable event
Oct 13, 2021 11:34:09 AM / by iA category Savings, Investments
Don't forget to register for this major event that is approaching fast!
Segregated Funds Portal | Add it to your bookmarks!
Did you know that the segregated funds portal has over 50 marketing documents and tools to help you sell segregated funds?
Availability of semi-annual investment statements
Jul 9, 2021 10:00:00 AM / by iA category Insurance, Savings, Investments
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.
Did you know... your clients love their in-laws more than they think!
With the Prestige family grouping, give your clients access to a significant reduction in fees.