You’ve been waiting for it, and here it is! The all new estate costs calculator, designed to help you compare the costs associated with estate settlement for segregated funds and mutual funds, is now available.
April 28, 2021
Topics: Savings, Investments
Effective April 27, 2021, Tejsvi (Tej) Rai, Senior Vice-President, Asset Allocation, iA Investment Management Inc. (“iAIM”), has been appointed portfolio manager of iA’s managed solutions (“the Funds”).
April 22, 2021
Topics: Insurance, Savings, Digital tools
Since it landed, EVO Streamlining Insurance enrolment tool has quickly become your preferred tool when you complete a sale.
April 21, 2021
Many of you enjoyed our double page spread in the latest Choose iA Magazine, Insurance edition or Choose iA Magazine, Savings edition about iA’s One-Stop Shop. Good news! We’ve created it as a one-pager for clients, available in print or PDF.
April 15, 2021
Topics: Insurance, Savings, Digital tools
The Streamlining Insurance illustration tool added to EVO in 2018 was specially designed to make your job easier!
April 8, 2021
Topics: Insurance, Savings, Digital tools
Over the last few months, our digital tools have been your trusted daily companions.
March 24, 2021
Topic: Savings
Your clients' tax documents (Savings) are now available from their My Client Space account, online or through the iA Mobile app!
