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, |