Services and support that give you an edge

Every minute of the day you spend on marketing or administrative and operational tasks is one you could be devoting to managing your clients’ wealth, maintaining and strengthening your relationships and building your business.

Our array of programs, support and solutions not only streamline administration, but ensure you have the market knowledge and wealth planning, tools and resources to provide exemplary client service. We believe our role is to provide services and support that enable you to focus on what you do best – building your business.

iA Securities offers a wealth of instruments and information to give you an edge, including:

Need help growing your business? It’s easy and convenient to connect with head office and get regional support for your business, counseling on selling or buying a book, help with opportunities and challenges within your business, business development coaching and more.

Looking for support and troubleshooting with front-line systems and applications? Our dedicated mySupport team can access your systems virtually and almost instantly, to review and assist with any issue.

Advisors with iA Securities have access to research from more sources than just about any firm in Canada – this includes proprietary product insights from the Product Research and Oversight team, along with equity research from in-house and third party analysts. The result? Our advisors benefit from content and ideas that drive true value for their clients.

The iA Securities Marketing team creates materials throughout the year, available through WealthLink (our advisor portal), as well as targeted digital advertising and lead generating campaigns, which can be leveraged through your own online presence. Helpful templates and how-to videos on developing best-in-class websites, social media channels, brand and value propositions and more are also available.

Save time and money by accessing hundreds of pre-approved and relevant industry-related posts and images and leveraging them through your own social media channels. Plus, through SunGard (a social media monitoring platform), our dedicated team will work with you to ensure original posts are compliant.

To ensure concise and effective communications, you can find all of the information pertinent to you and your business in two locations:

  • WealthLink – A self-serve intranet platform where you can easily navigate through a user-friendly interface for information and tools for business planning, compliance policies, marketing and more. You can also connect with various third-party platforms and apps directly within the site.
  • iA Securities 360 – This weekly newsletter includes updates on organizational information, changes in policy or procedures, business and marketing tips and more.

This select group of advisors provides valuable feedback to management on topics that affect all of our advisors. Every year, a new group of advisors joins the Advisory Council To Management (ACTM) to discuss policies, procedures and best practices.