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.
August 1, 2023
Topic: Savings
Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?
July 11, 2023
Topic: Savings
The key to a successful vacation is to start planning well in advance. The same is true for your retirement plans: Planning early is essential to ensuring your peace of mind. Stand out with a personalized approach!
June 21, 2023
Topics: Insurance, Miscellaneous, Savings
Did you know that 49% of new individual insurance clients in 2019, 2021 and 2022 are newcomers?
June 7, 2023
Topic: Savings
With the arrival of the Tax-Free First Home Savings Account (FHSA), your clients may have questions about the product and its availability at iA Financial Group. Below you will find information to help you answer these questions.
May 18, 2023
Topic: Savings
The new 2023 Information Folders and Fund Facts documents will be available for download and for order starting May 29th.
May 18, 2023
Topics: Insurance, Savings, Digital tools
Whether it’s to process your current requests, get notified of their progress or more readily target your sales opportunities, Business Tracker is an essential tool that is constantly being improved. Check frequently to get the most out of it!
April 27, 2023
Topic: Savings
For guaranteed processing, Diploma applications and PAD increase requests must be received by May 12, 4pm (ET).
April 27, 2023
Topic: Savings
For guaranteed on-time processing, transactions must be received by May 12, 4pm (ET).
March 9, 2023
Topic: Savings
Effective May 26 at 4pm (ET), in line with regulatory requirements, we will no longer offer the Deferred Sales Charge (DSC) option for segregated fund deposits.
