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Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

Introduce your clients to guaranteed investment (GIFs and HISA) alternatives that could help balance their portfolios and maximize their return potential. 

Good news! All our investment options (segregated funds, GIFs, HISAs, and DIF+) and investment instructions are now available for FHSAs. 

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.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.

Please note that in anticipation of the 2023 tax season, tax documents for your clients who hold iA Financial Group individual savings products will be gradually available.

Also discover the new transfer frequency options available.

Good news! Starting December 11, your clients will be able to contribute to their FHSA in the HISA. Those who contribute by December 31, 2023, will be able to benefit from a tax deduction for 2023.

Between November 6, 2023 and February 9, 2024, your clients can enjoy a 0.50% reduction on the RRSP loan current interest rate.

iA Financial Group recognizes your clients' savings efforts and now offers two levels of management fee reductions for Prestige preferential pricing: Prestige 300 and Prestige 500.