iA CONNECTED

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

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2024 is now available.

Congratulations to Mélyna Loiselle, winner of the RRSP-TFSA-FHSA advisor contest held in December. She won $500 just by sharing our Facebook post!

Semi-annual client statements as of December 31 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products as well as the availability of documents. Here is an overview of these notes.

iA Financial Group is proud to announce that the U.S. Dividend Growth (iA) fund in its lineup has received the prestigious LSEG Lipper Fund Award for 2024.

Effective January 1, 2025, new rules apply for the Quebec Life Income Fund (LIF). 

With attractive returns in 2024, now’s a good time to reset your clients’ guarantees.

Between November 25, 2024 and January 31, 2025, your clients can enjoy a 0.50% reduction on the RRSP loan current interest rate.

We are providing you with a table of the different fiscal allocations for our fund lineup in the Classic Series 75/75 of the IAG SRP, year-to-date, as at October 31, 2024.

Over the next few days, many of you will receive a list of sales opportunities in your Advisor Centre's secure messaging system.