iA CONNECTED

Your ongoing source of information.

Brand Awareness Campaign outside Quebec

February 8, 2022

Topics: Insurance, Miscellaneous, Savings

Once again this year, iA Financial Group will be present on the web to increase awareness of its brand, primarily in Ontario, British Columbia and Alberta.

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The 2022 Tax reference sheet is now available!

February 7, 2022

Topics: Savings, Digital tools

The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.

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Stock market volatility | More insights for your clients

February 4, 2022

Topics: Savings, Economic news

This week, we take a look at some causes of the current instability and offer a long-term perspective on the subject.

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Availability of your clients' tax documents

February 1, 2022

Topic: Savings

As tax season approaches, your clients' tax documents (Savings) are gradually becoming available from their My Client Space account, online or through the iA Mobile app!

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Stock market volatility | How to best support your clients

January 28, 2022

Topics: Savings, Economic news

Inflation and other news stories driving market volatility are currently a source of questioning for many people. This could be the case for some of your clients.

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My Client Space | Talk your clients into providing their email address

January 26, 2022

Topics: Savings, Digital tools

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

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Fiscal allocations as at December 31, 2021

January 20, 2022

Topics: Savings, Investments

The fiscal allocations table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2021 is now available.

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2022 RRSP-TFSA campaign | Important dates

January 19, 2022

Topic: Savings

The 2022 RRSP and TFSA campaign is running full steam! Enjoy a distinctive remote sales experience with EVO and our various sales assistance tools.

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Availability of semi-annual investment statements

January 12, 2022

Topic: Savings

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients and kick-start the RRSP campaign.

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Did you know...

January 10, 2022

Topic: Savings

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