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.
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!
