In the fast paced world, the value of time can not be measured and it’s important to know how to use it wisely. Join your iA Investment Sales team to discover iA Financial Group's digital resources and how to utilize them effectively to save you time and grow your book of business. During this session, we will review tools available on the Advisor Centre including our new EVO Savings RRSP Loan electronic application, Business Tracker for transaction follow up and various financial calculators including our Estate Cost Comparison Tool. We will also highlight our iA Web Showcase platform that will not only help increase your visibility through Social Media but will also grow your clientele digitally.

Upcoming Webinar:

The TFSA Opportunity

March 29th 10:00am PST

Click Here to Register

CE Credits Available

As we prepare to enter a new quarter, there are numerous opportunities to connect with clients regarding their investment needs. Join your Investment Sales team with iA Financial Group to explore timely conversations with your clients regarding their investment portfolio. Director of Sales, Kendall Harris will highlight current opportunities for your client’s portfolio in addition to the latest commentary from iAIM. With the tax deadline fast approaching and clients potentially receiving tax returns, it’s a great time to discuss the advantages of TFSA and how they can complement your client’s financial plan. Our team will review relevant case studies to position the TFSA and also review iA’s wide range of products, funds and digital tools to enhance and simplify your business.