Once again, iA Financial Group stood out at the FundGrade A+ Awards ceremony, hosted by Fundata Canada.
February 12, 2025
Topics: Savings, Digital tools
Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.
February 5, 2025
Topic: Savings
The 2025 tax reference sheet and its appendix on maximum LIF withdrawals are now available in the Document Centre.
February 3, 2025
Topic: Savings
Starting now, you and your clients can modify periodic contributions online. This new feature enables your clients to manage their own savings strategy, which in turn will allow you to save time and effectively reduce your administrative burden.
January 31, 2025
Topic: Savings
Update: The situation has been resolved over the weekend.
We are currently experiencing issues with our systems that have forced us to suspend the posting of Individual Savings and Retirement semi-annual statements as at December 31, 2024.
January 30, 2025
Topics: Insurance, Savings, Digital tools
Discover how EVO saves you time.
January 30, 2025
Topic: Savings
Please note that in anticipation of the 2024 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.
January 22, 2025
Topic: Savings
New! We’ve created a special toolbox to help you celebrate with your clients and prospects.
January 17, 2025
Topic: Savings
The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.
January 15, 2025
Topic: Savings
Take advantage of the momentum of RRSP season and this second list of sales opportunities to:
- Consolidate more assets
- Increase your referrals
- Build client loyalty
