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iA February Update: New Webcasts, Online Tools, and RRSP Deadlines
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New Webcasts, Online Tools, and RRSP Deadlines

 

 

 

 

 

Hello Everyone,

 

As we go through RRSP Season, we'd like to extend a few reminders regarding iA RRSP Deadlines which can be found at the link.

 

iA Updates January 2025

Online Modifications of PACs now available

 

Access to FidelityConnects Webcasts now available to advisors

Due to our strong relationship with Fidelity, brokers now have access to Fidelity's daily and weekly webinars featuring rotating portfolio managers, details to register are below

Steps:

1. Register at this link

2. Access Code: i2025

iA RRSP Loans

·     Clients can borrow $1,000 to $50,000

·     Repayment terms can be as high as 10 years

·     The whole process is done digitally through the EVO software

RRSP Loan Material

·     iA RRSP Loan Product Guide

·     F13-565A | To make the most of your RRSP

·     RRSP Loan Calculator

·     Current rates

 

Also, as a friendly reminder - Clients can directly fund TFSAs, RRSPs, and FHSAs online themselves via the iA Mobile App or Web Portal, This makes handling 2025 TFSA and RRSP deposits much less work for the advisor.

 

Launch of 6 new Segregated Funds, 4 Index Based and 2 Active Funds

 

We have produced a new business guide to assist advisors new to iA that acts as a one stop shop for all things administrative - iA New Business Guide

 

HISA/DIF - Rates can be found here

·     Current Rate: 2.25% as of February 21, 2025*

·     *Rate subject to change on a weekly basis

·     Available to Corporate Accounts

·     Compensation: Trailer of 0.20%

·     Fund Code: D020

 

iA First Home Savings Account (FHSA)

 

iA's Market Leading 75/100

·     100% death guarantee available on deposits made before the client's 85th birthday

·     1 automatic or manual reset on the death benefit per calendar year up to age 85

·     Access to all of iA's segregated funds - 100% equity options available