iA Financial Group expands its award-winning retirement planning site to all its clientele
iA Financial Group is proud to make available its My Retirement website to all its individual and group services clientele. This site contains a wealth of information that will help investors to better prepare for their retirement.
On the site clients will find:
- Financial and non-financial advice adapted to the various stages of life and retirement.
- A toolbox to help them plan their retirement savings.
- A retirement preparation assessment questionnaire.
The My Retirement site has been available since the beginning of 2018 pour iA Financial Group’s group services clients. Not long after it was launched, this site earned an award for excellence during the most recent FCS Portfolio Awards Gala, held in New York. This gala aims to recognize the best communication and marketing projects in the financial services sector.
“The My Retirement website is a reference tool for our clientele and supports the work of our advisors in the achievement of a common goal, which is to contribute to clients’ financial literacy and to guide them in each stage of their life,” said Manon Gauthier, Senior Vice-President, Individual Savings and Retirement.
“It is important to emphasize that this site is part of a global approach that focuses on the financial well-being of clients and is part of the CoPilot guidance program,” said Valérie Lelièvre, Senior Director, Marketing, Communications and Product Development, Group Benefits and Retirement Solutions.
CoPilot – Your financial solution from working life to retirement, is the new guidance program for our group plan clients, especially when they are changing jobs or retiring. Relying on customized service and simplicity, CoPilot offers our clients exclusive access to the same management fees at retirement as those of their former employer’s plan.
The My Retirement website is another initiative which consolidates iA Financial Group’s ambition to simplify its clients’ lives by supporting them in each stage of their life.
To learn more, go to https://my-retirement.ia.ca/home.