iA CONNECTED

New Transition sales now come with a modernized experience! You and your clients can perform several self-service transactions directly in the Advisor Centre and My Client Space, just like with Access Life.

You can now make your changes directly in the web version of EVO; no need to use EVO Desktop anymore!

Between November 24, 2025 and January 30, 2026, your clients can enjoy a 0.50% reduction on the RRSP loan current interest rate.

The credited rate for the Smoothed Return Diversified Account (SRDA) will remain at 3.85% from January 1, 2026, for Genesis universal life insurance policies.

The credited rates of the following two Genesis-IRIS accounts will remain at 2025 levels from January 1, 2026.

As of January 1, 2026, the EquiBuild Fund Declared Rate will remain at 6.0%.

Starting November 24, the Transition product will offer an enhanced after-sales experience, allowing you to perform new self-service transactions in the Advisor Centre. This modernized experience comes with minor changes:

Marc Gagnon, Vice President, Portfolio Manager and Head of Canadian Equities, has announced his decision to retire from his professional activities effective December 29, 2025.

To ensure a seamless transition while maintaining the usual standards of excellence and thoroughness he established, iAGAM just announced the appointment of Nicolas Caron as Vice-President, Portfolio Manager, Head of Canadian Equities.

 As of November 24, the electronic signature process in EVO New Issue will be simplified. As soon as the client signs, the transaction will be automatically confirmed and forwarded for processing. No further action or follow-up will be required on your part.

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