iA Financial Group makes strides in financial planning with the launch of My Financial Journey™ for iA Premier advisors
Launched in 2021, My Financial Journey™ was first offered to over 2,000 Individual Insurance Savings and Retirement advisors in the Career network. Since then, My Financial Journey™, a comprehensive solution that facilitates the analysis of clients' overall financial needs, has equipped them to better support their clients in their financial decisions. My Financial Journey™ optimizes recommendations by taking into account clients' savings capacity and their protection needs. To date, more than 300,000 financial journeys have been undertaken, thereby optimizing the financial planning of many clients.
"As we strive to be a key partner for all of our advisors across
About iA PREMIER
The iA PREMIER recognition program offers a unique experience to brokers in the
About My Financial Journey
My Financial Journey provides clients with a comprehensive overview of their financial situation, recommendations based on their retirement goals, and projections of their incomes and expenses after retirement.
About iA
iA Financial Group is one of the largest insurance and wealth management groups in
iA Financial Group is a business name and trademark of iA Financial Corporation Inc.
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