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?
January 14, 2021
Topic: Savings
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients and kick-start the RRSP campaign.
January 13, 2021
Topic: Savings
Are you ready for the RRSP campaign? In the coming days the preapproved RRSP loan offers will be in your solicited clients’ hands!
January 11, 2021
Topics: Savings, Investments
We are proud to present the new socially responsible investment funds page on ia.ca!
December 14, 2020
Topics: Savings, Digital tools
iA Financial Group presents the new segregated funds portal in the Advisor Centre.
December 8, 2020
Topic: Savings
Your clients want to maximize their RRSP contributions, but don't have enough available liquidity to do so? We have the solution!
December 7, 2020
Topics: Savings, Digital tools
Our diverse, smart tools are at your disposal!
December 7, 2020
Topics: Savings, Digital tools
EVO, a simplified experience tailored to your reality!
