Did you know that iA Mobile and My Client Space allow your clients to make RRSP and TFSA contributions autonomously?
January 27, 2021
Topic: Savings
Help your eligible clients to maximize their RRSP contributions and reach their savings goals faster with RRSP loans!
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 21, 2021
Topic: Savings
The RRSP or TFSA marketing campaign is in full swing. Have you seen the launch email in your inbox?
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.
