The 360

Your ongoing source of information.

Elite Program

June 5, 2025

Category: Top news

It’s finally here! Following last week’s announcement, we are thrilled to launch the Elite Program, an advanced investment management solution designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing you with greater scalability, flexibility and time-saving efficiency.

To explore key resources, click on the new Elite Pools tile on the Advisor Centre homepage, where you’ll find essential supporting materials, including:

  • Advisor Brochure
  • Client Brochure
  • Reference Guide
  • Cheat Sheet
  • Video
  • Fund Profiles & Fund Facts 
11 en

We hope you find this program and its resources useful!

Any questions?
Here’s where to go for assistance:

  • Elite Pools & portfolio construction: iA Clarington Sales Team
  • Elite Portfolio customization & selection in Univeris: your Practice Management Specialist
  • Liquid alternative proficiency certification: jean.rochon2@ia.ca