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.
September 7, 2023
Topic: Savings
Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?
August 30, 2023
Topic: Savings
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.
August 16, 2023
Topic: Savings
Make the most of your advisory role by proposing that they gradually reinvest in the market, in order to seize market opportunities as they arise.
