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September 27, 2023
Topics: Savings, Economic news
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.
September 25, 2023
Topic: Savings
Join us for our biggest savings and investment event of the year!
September 13, 2023
Topic: Savings
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.
