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!
February 12, 2021
Your tax documents will be sent to the postal address on file as at January 14, 2021, no later than February 28, 2021.
February 12, 2021
Topics: Savings, Digital tools
The 2021 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
February 1, 2021
Topics: Savings, Digital tools
EVO now offers non-registered new-issue for entities (companies)!
January 29, 2021
Topics: Insurance, Savings, Digital tools
Everybody's excellent work over the last few months made it possible for us to close the year with exceptional results in individual insurance, savings and retirement.
January 29, 2021
Topics: Savings, Investments
The fiscal allocations table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2020 is now available.
January 27, 2021
Topics: Savings, Digital tools
Did you know that iA Mobile and My Client Space allow your clients to make RRSP and TFSA contributions autonomously?
January 21, 2021
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. Help us to improve their experience!
January 15, 2021
Topic: Savings
Did you know that the beginning of the year is one of the best times to get in touch with your clients?
