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Effective October 20, 2023, 4:00 pm (ET), a change will be made to the guarantee fee calculation method for new contracts.

Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential. 

With their enviable rates, our guaranteed interest funds and high interest savings account remain popular in a climate of stock market uncertainty. However, a balanced strategy that includes other investment options can maximize your clients’ investment potential.

Join us for our biggest savings and investment event of the year!

In today’s economic climate where HISAs are increasingly popular, the ability to use a periodic income program (PIP) in this type of savings vehicle gives you an additional option for providing your clients access to their money.

Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?

As a key element of the RESP withdrawal process, the withdrawal form must be completed accurately to avoid refusals due to missing or incorrect information. Here are some important elements to consider when working with iA Financial Group to provide your clients with the best possible experience.

Suggest them to invest in a high-yield product!