Updated Model Portfolios and Social Media

Tools

Hello Everyone,

Please find in this email, our updated model portfolios as of December 31, 2023 as well as a few things that may help through Q1.

Business Building Ideas

1. Leveraging iA's Email Post Bank through RRSP/TFSA Season, these posts can easily be added to emails for marketing campaigns

2. Social Media Post Bank - Personalized shareable links for Facebook, LinkedIn, and emails

3. RRSP Loans - 0.50% discount available until February 9, 2024

4. RRSP and TFSA Tool Box - Links to various promotions and tools available to assist in Q1

Product Updates

1. Updated GIF & HISA/DIF Rates

2. iA Fund Performance Page (I would suggest sorting by Series 75/75 or 75/100 to make it more manageable)

3. Dollar Cost Averaging now available from the HISA/DIF, increased frequency also now available (monthly, bi-weekly, and weekly) - Details can be found here (Note: DCA from the HISA does not generate an upfront commission like the money market version, it pays out as the switches are made, similar to a PAC)

Thank you for all of the continued support,