iAtoday

Tax season | 2025 campaign at a glance

Group Savings and Retirement March 20, 2025
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Every year, the end of winter marks not only the imminent return of warmer weather, but also the start of tax season.

This can be stressful for some people, who wonder whether they’ll receive a tax refund, as many Canadians do, or whether they’ll have a balance to pay instead. Add to this the current tenuous geopolitical climate and resulting economic uncertainty, and for many, all the ingredients are there to create an anxiety-inducing cocktail.

 

A communications campaign promoting financial wellbeing

We are therefore rolling out a communications campaign that will run throughout tax season to accompany and support group retirement savings plan members. Under the theme “Taxes and financial wellbeing? It’s possible!”, the campaign will cover three topics related to tax filing.

We have a number of communications initiatives planned, including newsletters inspired by articles on our education website and messages in My Client Space, which we’ll start releasing soon.

Main campaign topics

Tax season fraud attempts

During this period ripe for fraud, we’ll equip plan members to avoid falling into certain traps and suffering the consequences. (Article on fraud)

Importance of including all expenses and credits
 We’ll be reminding plan members of the importance of including all eligible expenses and credits on their tax returns to maximize their tax benefits. (Article on expenses and credits)

Tax refund: a lever and ally for financial health

We’ll help plan members who are entitled to a tax refund to make the most of it and turn this temporary surplus into a lasting financial boost. (Article on tax refund) 

 

Supporting clients in improving their financial literacy

With the wellbeing of our group plan members always top of mind and with the goal of giving them the best tools possible to allow them to make informed decisions about their finances, this campaign reflects our commitment to helping them develop good habits.

 

We're invested in you by offering your clients innovative solutions focused on total wellbeing that meet their constantly evolving needs.

We combine our expertise with yours to create a simplified, personal client experience that puts listening, trust and technology at the heart of everything we do.

 

 

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