iA CONNECTED

Surprisingly, 52% of Canadians don’t have a retirement plan, and 31% of baby boomers¹ don’t know what percentage of their current income they will need in retirement². Knowing that, your guidance in helping clients come up with a retirement plan couldn’t be more invaluable.

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.

Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?

Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

Introduce your clients to guaranteed investment (GIFs and HISA) alternatives that could help balance their portfolios and maximize their return potential. 

We are pleased to announce that the winner of the second contest exclusive to advisors is…

The 2024 RRSP-TFSA campaign is in full swing! Enjoy a distinctive remote sales experience with EVO and our various sales tools.

The 2024 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.