iA CONNECTED

Did you know… that according to the most recent Responsible Investment Association’s survey, three out of four investors are interested in responsible investing ^[1]?

The winner of the Getting a head starts pays off! contest was drawn on March 15, 2022. The winner, Mrs. Edith Garant of Lac-Mégantic, was very happy to receive the prize of $5,000.

With the end of RRSP season, your clients who will receive a tax refund may need your advice!

In Canada, the two Asian languages spoken by native speakers are Chinese¹ (1.3 million) and Punjabi (543,500)². In 2016, these communities represented a little more than 5% of the Canadian population and this percentage continues to grow from year to year.

With the current market instability, your clients may ask you to help them review their investment allocation and maybe answer questions on the same matter.

Dealing with a death can be complicated. To help you, the Death Claim – Individual Savings and Retirement (F37-14A) has been improved: several sections and a detailed guide have been added.

Did you know that a household that has used an advisor's services for more than 15 years generally has 173% more assets than a household that has not worked with and advisor¹?

The RRSP-TFSA campaign is in full swing and you are meeting with more clients to get them to maximize their contribution before March 1.