When working with our team, you can expect a seamless experience, as we provide guided and dedicated assistance from the initial onboarding process to ongoing follow–up.
Here is what you can expect when working with us:
Welcome letter
Clients who transition to the iA Wealth Advice Centre are greeted with a welcome letter. This letter provides information about our branch, how we operate and your main point of contact.
Introductory call
Shortly after sending out the welcome letter, we will follow up with a phone call to make a personal connection and answer any questions you may have.
Next steps meeting
As part of the introductory call, we will ask you to complete a risk tolerance questionnaire, either over the phone or during an online meeting. We also use this time to ensure that all account information is up to date, so that we can provide portfolio solutions tailored to your specific needs.
Follow–up
We respect your communication preferences when it comes to frequency and format, so we ensure our follow–up process aligns with your wishes. With ongoing touchpoints, we help keep you on the path to financial success.
