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!
March 19, 2021
Topics: Savings, Investments
At the beginning of each year, management expense ratios (MERs) can vary based on tax rates, whether upward or downward, and therefore, need to be updated. Find out how!
March 11, 2021
Topics: Savings, Digital tools
We are pleased to announce the launch of the Periodic Contributions and Indexed Periodic Contributions tool in My Client Space starting Monday, March 15.
February 17, 2021
Topic: Savings
You are in the last stretch of the RRSP or TFSA campaign marathon and you may be trying to convince one client, reach another, respond to objections or carve out a new niche clientele.
February 15, 2021
Topic: Savings
Remember that the 2021 RRSP or TFSA campaign is moving full steam ahead! Enjoy a distinctive distance selling experience with EVO and our various sales support tools.
February 12, 2021
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!
