iA CONNECTED

By opening an RESP online, or with an advisor, by October 31, 2025, your clients will be automatically entered in the contest. 

Your part is simple: let them know! 

A recent article on www.conseiller.ca explores this topic and offers valuable insights on how to earn the trust of potential clients who believe that an advisor’s services are unnecessary and costly.  

Starting today, you can view new underwriting events in the Business Tracker!

In July, markets benefited from renewed clarity on the political and trade fronts, supported by the passage of the One Big Beautiful Bill Act and the conclusion of several trade agreements between the United States and its partners.

The year 2025 began with the return of Donald Trump as President of the United States, accompanied by a resolutely protectionist trade policy...

The latest fiscal package, dubbed the One Big Beautiful Bill (OBBB), is a sprawling mix of tax cuts, spending shifts, and political signalling.

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

By using our digital tools to their fullest, you'll have more time to focus on what really matters: your role as an advisor and the development of your business. 

On July 30, the Bank of Canada decided to maintain the policy rate from at 2.75%.

David Fingold shares his positioning of the Global Dividend (Dynamic) Fund. Jason Gibbs and Tarun Joshi provide an overview of the Global Infrastructure Fund (Dynamic) in the second quarter of 2025.