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.
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.
