Reminder - iA Financial Group - Webinar - The Segregated Fund Shelf from A-Z | The Digital Advisor Experience

Join Kendall Harris, Director of Sales, to guide you through iA Financial Group’s segregated fund line up. Discover the wide range of managed solutions and review the various categories of funds to build well diversified portfolios for your clients. Determining your client’s goals is an essential part to constructing their investment portfolio. Learn how to initiate the conversation around risk tolerance using an Investor Profile and incorporate various topics such as market volatility. This session will provide you with information to select funds best suited for your client’s goals and reach their investment objectives.

CE Credits Available

Upcoming Webinar:

The Digital Advisor Experience

March 22nd 10:00am PST

Click Here to Register

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.