iA CONNECTED

The 2025 Savings Campaign is in full swing! Enjoy a distinctive experience with EVO and our sales tools.

With the arrival of the new year, we wish to remind you of the importance of respecting the Market Conduct Standards Code implemented by iA Financial Group and which sets out the guiding principles for intermediaries with regards to the distribution of iA’s financial products and services, including those related to the fair treatment of customers.

How does one navigate the current Canada-U.S. political climate, where real intentions are hard to discern from negotiating strategies?

Your clients are feeling uncertain about how the recent U.S. presidential election will affect the economy and their finances? 

Take advantage of the momentum of RRSP season and this second list of sales opportunities to:

• Consolidate more assets
• Increase your referrals
• Build client loyalty

In 2024, central banks in developed markets initiated the process of normalizing their
monetary policy. However, expectations of rate cuts were revised downwards in the final
quarter of the year, due to the resilient economic growth and persistent inflation.

The semi-annual investment statements as at December 31, 2024, will soon be available! This is a great opportunity to contact your clients and kick-start the RRSP campaign. 

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2024 is now available.

The iA PAR dividend scale interest rate increased from 6.25% to 6.35% on January 1, thanks to the solid and diversified long-term investment strategy of the iA PAR account.

Dynamic announces a change to its portfolio managers for the Global Infrastructure fund.

Congratulations to Mélyna Loiselle, winner of the RRSP-TFSA-FHSA advisor contest held in December. She won $500 just by sharing our Facebook post!