THE 360 NEWSLETTER

As announced during our Best Business Practices Roadshows earlier this week, we are excited to announce the revamping of the Investia website:

The new website provides the same content as the previous website, but with a fresher, more intuitive look and feel, as well as brand new sections that will surely come in handy for you and your clients.

Here are some of the new sections which have been added to the website, as well as enhancements made to existing ones:

New section – New life event, new objective

In this section, users will be able to access preapproved iA Financial Group (iAFG) client videos providing useful information related to some important life events. Feel free to share these with your clients, or post them on your social media:

New section – iA Financial Group Advice Zone

Browse through this new section (linked to the iAFG website) for more insightful marketing resources to share with your clients, including numerous articles and guides, as well as tips and tricks on common life events:

Improved section – The Investia experience

What makes Investia, Investia? If you don’t already know it, browse through this section to read about our commitment or if you are looking for ideas to help promote your value as an advisor:

New RESP, RRSP and TFSA calculators have been added to this section, also available under Products and services:

As well as a new section promoting the use of our Client Portal and mobile app:

Looking for Investia’s Administrative Fee Schedule or RDID? These documents are also located under The Investia experience section, along with our policy on conflicts of interest and Royal Bank’s preferred interest rate:

Improved section – Advisor opportunities

Finally, don’t miss the enhanced Advisor opportunities section, where advisors looking to potentially join Investia can learn more about our mission and what we have to offer:

This section now includes an overview of the key technological tools and services that make us a leading dealer in terms of technology:

Visit the Investia website at investia.ca to check out the new look!

Should you require additional information, please send an email to investia.marketing@investia.ca